Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	WMS Group LLC	Shares	59.1KSH	$1.9M
2	Churchill Financial Advisors, LLC	Shares	20.3KSH	$663.8K
3	Ignite Planners, LLC	Shares	8.0KSH	$260.3K
4	Breakwater Capital Group	Shares	7.1KSH	$230.7K
5	Lauer Wealth, LLC	Shares	6.2KSH	$201.3K
6	Princeton Global Asset Management LLC	Shares	601SH	$19.6K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	251SH	$8.2K
8	Farmers & Merchants Trust Co of Chambersburg PA	Shares	200SH	$7

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

11 / 11 loaded

#		Instrument
1	Churchill Financial Advisors, LLC new	Shares	+20.3K	+$663.8K	$663.8K
2	WMS Group LLC trimmed	Shares	-298	+$208.3K	$1.9M
3	Lauer Wealth, LLC new	Shares	+6.2K	+$201.3K	$201.3K
4	Ignite Planners, LLC added	Shares	+252	+$37.0K	$260.3K
5	Breakwater Capital Group added	Shares	+157	+$30.5K	$230.7K
6	Princeton Global Asset Management LLC added	Shares	+401	+$13.8K	$19.6K
7	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	+$1	$7
8	Portus Wealth Advisors, LLC exited	Shares	-130	-$3.8K	$0
9	Farther Finance Advisors, LLC exited	Shares	-300	-$8.8K	$0
10	Sound Income Strategies, LLC exited	Shares	-799	-$23.3K	$0
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.2K	-$34.2K	$8.2K

Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings