Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	PRECEDENT WEALTH PARTNERS, LLC	Shares	199.7KSH	$4.4M
2	Legacy Private Trust Co.	Shares	182.2KSH	$4.0M
3	CENTRAL VALLEY ADVISORS, LLC	Shares	173.7KSH	$3.8M
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	114.7KSH	$2.5M
5	Clark Asset Management, LLC	Shares	112.8KSH	$2.5M
6	Key FInancial Inc	Shares	81.1KSH	$1.8M
7	MISSION WEALTH MANAGEMENT, LP	Shares	51.0KSH	$1.1M
8	SIGNATUREFD, LLC	Shares	50.3KSH	$1.1M
9	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	40.0KSH	$876.7K
10	Sarver Vrooman Wealth Advisors	Shares	39.0KSH	$854.0K
11	Wedmont Private Capital	Shares	32.4KSH	$708.0K
12	SAX WEALTH ADVISORS, LLC	Shares	30.0KSH	$653.6K
13	HOWARD WEALTH MANAGEMENT, LLC	Shares	28.4KSH	$622.3K
14	Sequoia Financial Advisors, LLC	Shares	28.2KSH	$619.1K
15	TLWM	Shares	23.8KSH	$522.6K
16	Accurate Wealth Management, LLC	Shares	14.9KSH	$326.6K
17	Kohmann Bosshard Financial Services, LLC	Shares	14.2KSH	$311.9K
18	Wealthcare Advisory Partners LLC	Shares	13.6KSH	$297.0K
19	NESTEGG ADVISORS, INC.	Shares	11.9KSH	$260.3K
20	Prospera Financial Services Inc	Shares	10.4KSH	$228.3K
21	COOKSON PEIRCE & CO INC	Shares	10.1KSH	$222.2K
22	J.W. COLE ADVISORS, INC.	Shares	10.0KSH	$220.2K
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	10.0KSH	$218.1K
24	Gradient Capital Advisors, LLC	Shares	9.4KSH	$205.6K
25	MIDLAND WEALTH ADVISORS, LLC	Shares	9.2KSH	$201.5K
26	Crews Bank & Trust	Shares	9.1KSH	$199.7K
27	YANKCOM Partnership	Shares	7.9KSH	$173.2K
28	NorthAvenue LLC	Shares	6.8KSH	$148.7K
29	Farther Finance Advisors, LLC	Shares	6.2KSH	$136.1K
30	IFP Advisors, Inc	Shares	1.6KSH	$34.1K
31	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.4KSH	$30.7K
32	Trust Co	Shares	307SH	$6.7K

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP new	Shares	+51.0K	+$1.1M	$1.1M
2	Legacy Private Trust Co. added	Shares	+35.3K	+$788.5K	$4.0M
3	Wedmont Private Capital new	Shares	+32.4K	+$708.0K	$708.0K
4	SAX WEALTH ADVISORS, LLC new	Shares	+30.0K	+$653.6K	$653.6K
5	Clark Asset Management, LLC added	Shares	+23.5K	+$524.3K	$2.5M
6	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+13.4K	+$313.0K	$4.4M
7	J.W. COLE ADVISORS, INC. new	Shares	+10.0K	+$220.2K	$220.2K
8	COOKSON PEIRCE & CO INC added	Shares	+752	+$17.5K	$222.2K
9	Farther Finance Advisors, LLC added	Shares	+630	+$14.2K	$136.1K
10	SIGNATUREFD, LLC unchanged	Shares	0	+$5.3K	$1.1M
11	Sarver Vrooman Wealth Advisors added	Shares	+77	+$4.7K	$854.0K
12	IFP Advisors, Inc added	Shares	+195	+$4.4K	$34.1K
13	FOURPATH CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$4.2K	$876.7K
14	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$3.0K	$619.1K
15	TLWM unchanged	Shares	0	+$2.5K	$522.6K
16	Kohmann Bosshard Financial Services, LLC unchanged	Shares	0	+$1.5K	$311.9K
17	Prospera Financial Services Inc unchanged	Shares	0	+$1.1K	$228.3K
18	NATIONS FINANCIAL GROUP INC, /IA/ /ADV unchanged	Shares	0	+$1.0K	$218.1K
19	Gradient Capital Advisors, LLC unchanged	Shares	0	+$985	$205.6K
20	MIDLAND WEALTH ADVISORS, LLC unchanged	Shares	0	+$967	$201.5K
21	Crews Bank & Trust unchanged	Shares	0	+$958	$199.7K
22	YANKCOM Partnership unchanged	Shares	0	+$830	$173.2K
23	NorthAvenue LLC unchanged	Shares	0	+$714	$148.7K
24	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$147	$30.7K
25	Accurate Wealth Management, LLC unchanged	Shares	0	-$1.2K	$326.6K
26	Wealthcare Advisory Partners LLC trimmed	Shares	-127	-$1.4K	$297.0K
27	Trust Co trimmed	Shares	-121	-$2.6K	$6.7K
28	HOWARD WEALTH MANAGEMENT, LLC trimmed	Shares	-2.4K	-$49.3K	$622.3K
29	CENTRAL VALLEY ADVISORS, LLC trimmed	Shares	-7.0K	-$134.2K	$3.8M
30	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-8.4K	-$170.7K	$2.5M
31	CGN Advisors LLC exited	Shares	-9.4K	-$204.3K	$0
32	Avior Wealth Management, LLC exited	Shares	-10.6K	-$232.0K	$0
33	NESTEGG ADVISORS, INC. trimmed	Shares	-11.5K	-$249.6K	$260.3K
34	Cambridge Financial Group, LLC exited	Shares	-17.0K	-$371.8K	$0
35	Key FInancial Inc trimmed	Shares	-32.8K	-$706.2K	$1.8M