Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	SPWM Advisors LLC	Shares	204.7KSH	$16.1M
2	Stonebridge Financial Group, LLC	Shares	101.4KSH	$7.7M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	72.7KSH	$5.5M
4	AGH Wealth Advisors, LLC	Shares	54.4KSH	$4.1M
5	Farther Finance Advisors, LLC	Shares	49.6KSH	$3.8M
6	Spire Wealth Management	Shares	27.8KSH	$2.1M
7	WILLNER & HELLER, LLC	Shares	22.3KSH	$1.7M
8	CPC Advisors, LLC	Shares	16.9KSH	$1.3M
9	Financial Solutions Advisory Group, Inc.	Shares	14.5KSH	$1.1M
10	JNBA Financial Advisors	Shares	13.3KSH	$1.0M
11	HOWARD WEALTH MANAGEMENT, LLC	Shares	12.9KSH	$975.3K
12	Cornerstone Wealth Management, LLC	Shares	11.8KSH	$894.0K
13	Retirement Investment Advisors, Inc.	Shares	10.4KSH	$814.4K
14	Armbruster Capital Management, Inc.	Shares	10.1KSH	$766.6K
15	SimpliFi, Inc.	Shares	9.9KSH	$746.5K
16	BENJAMIN EDWARDS INC	Shares	9.8KSH	$743.1K
17	HARMONY ASSET MANAGEMENT LLC	Shares	8.6KSH	$652.4K
18	Stonebridge Wealth Management, LLC	Shares	7.6KSH	$576.3K
19	First Heartland Consultants, Inc.	Shares	7.3KSH	$551.6K
20	RDA Financial Network	Shares	6.8KSH	$515.2K
21	Wedmont Private Capital	Shares	6.2KSH	$484.9K
22	Rockwood Wealth Management, LLC	Shares	6.0KSH	$458.4K
23	Prospera Financial Services Inc	Shares	5.7KSH	$435.4K
24	Financial Perspectives, Inc	Shares	5.5KSH	$413.8K
25	GREENLEAF TRUST	Shares	5.4KSH	$408.2K
26	J.W. COLE ADVISORS, INC.	Shares	5.1KSH	$384.7K
27	SeaCrest Wealth Management, LLC	Shares	4.6KSH	$349.9K
28	True Wealth Design, LLC	Shares	4.6KSH	$347.3K
29	Goldstein Advisors, LLC	Shares	4.0KSH	$306.0K
30	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	3.8KSH	$291.1K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.7KSH	$289.3K
32	MRA Advisory Group	Shares	3.7KSH	$282.5K
33	Mason & Associates Inc	Shares	3.5KSH	$262.2K
34	NESTEGG ADVISORS, INC.	Shares	3.4KSH	$257.8K
35	IVC Wealth Advisors LLC	Shares	3.3KSH	$252.6K
36	Wealth Group Ltd	Shares	3.2KSH	$239.8K
37	Bay Rivers Group	Shares	3.0KSH	$227.3K
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.0KSH	$227.3K
39	Key FInancial Inc	Shares	2.8KSH	$211.0K
40	Peak Financial Management, Inc.	Shares	2.7KSH	$204.6K
41	SIMS INVESTMENT MANAGEMENT, LLC	Shares	2.7KSH	$201.2K
42	Harbor Asset Planning, Inc.	Shares	2.6KSH	$199.0K
43	EASTERN BANK	Shares	1.7KSH	$129.6K
44	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$98.1K
45	YANKCOM Partnership	Shares	1.1KSH	$81.6K
46	Owl Creek Wealth Partners LLC	Shares	705SH	$53.4K
47	Capital Investment Advisory Services, LLC	Shares	670SH	$50.8K
48	LANARK FINANCIAL, INC.	Shares	650SH	$49.3K
49	IFP Advisors, Inc	Shares	364SH	$27.6K
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	320SH	$24.2K

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

50 / 57 loaded

#		Instrument
1	SPWM Advisors LLC added	Shares	+28.6K	+$3.3M	$16.1M
2	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.6K	+$620.7K	$5.5M
3	Stonebridge Financial Group, LLC trimmed	Shares	-729	+$563.5K	$7.7M
4	AGH Wealth Advisors, LLC added	Shares	+1.9K	+$465.2K	$4.1M
5	Farther Finance Advisors, LLC trimmed	Shares	-319	+$283.0K	$3.8M
6	Peak Financial Management, Inc. new	Shares	+2.7K	+$204.6K	$204.6K
7	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+2.7K	+$201.2K	$201.2K
8	WILLNER & HELLER, LLC added	Shares	+120	+$143.4K	$1.7M
9	Retirement Investment Advisors, Inc. trimmed	Shares	-3	+$124.2K	$814.4K
10	First Heartland Consultants, Inc. added	Shares	+1.0K	+$116.8K	$551.6K
11	Financial Solutions Advisory Group, Inc. unchanged	Shares	0	+$116.2K	$1.1M
12	HOWARD WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$78.0K	$975.3K
13	SeaCrest Wealth Management, LLC added	Shares	+655	+$73.6K	$349.9K
14	SimpliFi, Inc. added	Shares	+153	+$70.4K	$746.5K
15	HARMONY ASSET MANAGEMENT LLC added	Shares	+192	+$65.6K	$652.4K
16	Stonebridge Wealth Management, LLC added	Shares	+242	+$63.0K	$576.3K
17	Armbruster Capital Management, Inc. unchanged	Shares	0	+$61.3K	$766.6K
18	BENJAMIN EDWARDS INC unchanged	Shares	0	+$59.4K	$743.1K
19	RDA Financial Network unchanged	Shares	0	+$41.2K	$515.2K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+157	+$41.1K	$289.3K
21	Wedmont Private Capital unchanged	Shares	0	+$40.2K	$484.9K
22	Rockwood Wealth Management, LLC unchanged	Shares	0	+$36.7K	$458.4K
23	CPC Advisors, LLC trimmed	Shares	-973	+$34.3K	$1.3M
24	Financial Perspectives, Inc added	Shares	+16	+$34.2K	$413.8K
25	GREENLEAF TRUST unchanged	Shares	0	+$32.7K	$408.2K
26	J.W. COLE ADVISORS, INC. trimmed	Shares	-7	+$30.3K	$384.7K
27	Prospera Financial Services Inc trimmed	Shares	-99	+$27.9K	$435.4K
28	Cornerstone Wealth Management, LLC trimmed	Shares	-645	+$26.5K	$894.0K
29	Mason & Associates Inc unchanged	Shares	0	+$24.8K	$262.2K
30	Goldstein Advisors, LLC unchanged	Shares	0	+$24.5K	$306.0K
31	MRA Advisory Group added	Shares	+15	+$23.6K	$282.5K
32	GRIMES & Co WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$23.3K	$291.1K
33	NESTEGG ADVISORS, INC. added	Shares	+19	+$21.9K	$257.8K
34	Bay Rivers Group unchanged	Shares	0	+$18.2K	$227.3K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$18.2K	$227.3K
36	Harbor Asset Planning, Inc. added	Shares	+14	+$16.9K	$199.0K
37	Key FInancial Inc unchanged	Shares	0	+$16.9K	$211.0K
38	EASTERN BANK unchanged	Shares	0	+$10.4K	$129.6K
39	Wealth Group Ltd trimmed	Shares	-135	+$9.8K	$239.8K
40	True Wealth Design, LLC trimmed	Shares	-266	+$9.2K	$347.3K
41	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$7.8K	$98.1K
42	YANKCOM Partnership unchanged	Shares	0	+$6.5K	$81.6K
43	Owl Creek Wealth Partners LLC added	Shares	+4	+$4.5K	$53.4K
44	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$4.1K	$50.8K
45	LANARK FINANCIAL, INC. unchanged	Shares	0	+$3.9K	$49.3K
46	Crews Bank & Trust new	Shares	+49	+$3.7K	$3.7K
47	IFP Advisors, Inc added	Shares	+1	+$2.3K	$27.6K
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$1.9K	$24.2K
49	Noble Wealth Management PBC unchanged	Shares	0	+$1.7K	$20.8K
50	Fortitude Family Office, LLC unchanged	Shares	0	+$1.4K	$17.8K

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