Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Paller Financial Services Inc	Shares	66.3KSH	$9.0M
2	Merit Financial Group, LLC	Shares	38.5KSH	$5.2M
3	Farther Finance Advisors, LLC	Shares	32.1KSH	$4.4M
4	MISSION WEALTH MANAGEMENT, LP	Shares	24.3KSH	$3.3M
5	Nilsine Partners, LLC	Shares	12.3KSH	$1.7M
6	LANARK FINANCIAL, INC.	Shares	11.2KSH	$1.5M
7	Unique Wealth Strategies, LLC	Shares	9.4KSH	$1.3M
8	Darwin Wealth Management, LLC	Shares	9.0KSH	$1.2M
9	Wealthcare Advisory Partners LLC	Shares	7.0KSH	$948.8K
10	Hennion & Walsh Asset Management, Inc.	Shares	6.1KSH	$836.3K
11	Prospera Financial Services Inc	Shares	5.2KSH	$711.8K
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.0KSH	$676.8K
13	Sound Income Strategies, LLC	Shares	4.9KSH	$670.6K
14	Golden State Wealth Management, LLC	Shares	4.6KSH	$626.2K
15	Leelyn Smith, LLC	Shares	4.1KSH	$552.9K
16	Fulcrum Equity Management	Shares	3.7KSH	$500.4K
17	Cooper Financial Group	Shares	3.4KSH	$459.3K
18	EQUITABLE TRUST CO	Shares	3.2KSH	$431.1K
19	MinichMacGregor Wealth Management, LLC	Shares	2.8KSH	$376.6K
20	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.5KSH	$340.8K
21	D.A. DAVIDSON & CO.	Shares	2.3KSH	$319.6K
22	FIFTH THIRD SECURITIES, INC.	Shares	2.3KSH	$310.5K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.5KSH	$292.8K
24	Cornerstone Wealth Management, LLC	Shares	2.0KSH	$272.6K
25	DAVENPORT & Co LLC	Shares	1.9KSH	$261.6K
26	Apollon Wealth Management, LLC	Shares	1.8KSH	$248.6K
27	SeaCrest Wealth Management, LLC	Shares	1.7KSH	$225.7K
28	Keudell/Morrison Wealth Management	Shares	1.7KSH	$225.2K
29	Western Financial Corp/CA	Shares	1.5KSH	$208.8K
30	Oakworth Capital, Inc.	Shares	350SH	$44.4K
31	Quaker Wealth Management, LLC	Shares	162SH	$22.1K
32	Spire Wealth Management	Shares	47SH	$6.4K

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

33 / 33 loaded

#		Instrument
1	Paller Financial Services Inc trimmed	Shares	-8.3K	+$2.6M	$9.0M
2	Merit Financial Group, LLC trimmed	Shares	-571	+$1.9M	$5.2M
3	Nilsine Partners, LLC new	Shares	+12.3K	+$1.7M	$1.7M
4	LANARK FINANCIAL, INC. new	Shares	+11.2K	+$1.5M	$1.5M
5	Farther Finance Advisors, LLC trimmed	Shares	-150	+$1.5M	$4.4M
6	MISSION WEALTH MANAGEMENT, LP unchanged	Shares	0	+$1.2M	$3.3M
7	Hennion & Walsh Asset Management, Inc. new	Shares	+6.1K	+$836.3K	$836.3K
8	Prospera Financial Services Inc new	Shares	+5.2K	+$711.8K	$711.8K
9	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.0K	+$676.8K	$676.8K
10	Leelyn Smith, LLC new	Shares	+4.1K	+$552.9K	$552.9K
11	Fulcrum Equity Management new	Shares	+3.7K	+$500.4K	$500.4K
12	Darwin Wealth Management, LLC unchanged	Shares	0	+$449.9K	$1.2M
13	Unique Wealth Strategies, LLC trimmed	Shares	-386	+$437.8K	$1.3M
14	Wealthcare Advisory Partners LLC added	Shares	+610	+$400.6K	$948.8K
15	MinichMacGregor Wealth Management, LLC new	Shares	+2.8K	+$376.6K	$376.6K
16	Cornerstone Wealth Management, LLC new	Shares	+2.0K	+$272.6K	$272.6K
17	DAVENPORT & Co LLC new	Shares	+1.9K	+$261.6K	$261.6K
18	Apollon Wealth Management, LLC new	Shares	+1.8K	+$248.6K	$248.6K
19	Sound Income Strategies, LLC trimmed	Shares	-38	+$227.3K	$670.6K
20	SeaCrest Wealth Management, LLC new	Shares	+1.7K	+$225.7K	$225.7K
21	Keudell/Morrison Wealth Management new	Shares	+1.7K	+$225.2K	$225.2K
22	Western Financial Corp/CA new	Shares	+1.5K	+$208.8K	$208.8K
23	Cooper Financial Group added	Shares	+214	+$186.9K	$459.3K
24	Golden State Wealth Management, LLC trimmed	Shares	-571	+$180.3K	$626.2K
25	EQUITABLE TRUST CO unchanged	Shares	0	+$158.1K	$431.1K
26	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$125.0K	$340.8K
27	D.A. DAVIDSON & CO. unchanged	Shares	0	+$117.2K	$319.6K
28	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-114	+$104.0K	$310.5K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	+$60.7K	$292.8K
30	Oakworth Capital, Inc. new	Shares	+350	+$44.4K	$44.4K
31	Quaker Wealth Management, LLC unchanged	Shares	0	+$8.1K	$22.1K
32	Spire Wealth Management added	Shares	+8	+$3.0K	$6.4K
33	Scarborough Advisors, LLC exited	Shares	-1.4K	-$123.1K	$0