Filing Research | Invesco S&P 500 BuyWrite ETF Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	FIFTH THIRD SECURITIES, INC.	Shares	222.5KSH	$5.1M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	84.5KSH	$1.9M
3	Omega Financial Group, LLC	Shares	58.2KSH	$1.3M
4	Avidian Wealth Enterprises, LLC	Shares	44.5KSH	$1.0M
5	AlphaCentric Advisors LLC	Shares	21.6KSH	$495.3K
6	Envestnet Portfolio Solutions, Inc.	Shares	16.3KSH	$373.7K
7	Dynamic Advisor Solutions LLC	Shares	13.3KSH	$304.9K
8	FIRST CITIZENS BANK & TRUST CO	Shares	13.2KSH	$302.9K
9	TMB Capital Partners, LLC	Shares	12.9KSH	$296.2K
10	Roan Capital Partners	Shares	12.1KSH	$276.9K
11	Provenance Wealth Advisors, LLC	Shares	7.0KSH	$159.9K
12	AdvisorNet Financial, Inc	Shares	2.7KSH	$62.2K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.8KSH	$41.5K
14	Physician Wealth Advisors, Inc.	Shares	1.3KSH	$30.4K
15	SALEM INVESTMENT COUNSELORS INC	Shares	525SH	$12.0K
16	PARK AVENUE SECURITIES LLC	Shares	269.9KSH	$6.2K
17	DHJJ Financial Advisors, Ltd.	Shares	10SH	$229
18	Capital Advisors, Ltd. LLC	Shares	7.6KSH	$174

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

18 / 18 loaded

#		Instrument
1	FIFTH THIRD SECURITIES, INC. added	Shares	+56.8K	+$1.5M	$5.1M
2	Avidian Wealth Enterprises, LLC new	Shares	+44.5K	+$1.0M	$1.0M
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.8K	+$41.5K	$41.5K
4	TMB Capital Partners, LLC added	Shares	+961	+$32.9K	$296.2K
5	AlphaCentric Advisors LLC added	Shares	+558	+$32.0K	$495.3K
6	Omega Financial Group, LLC trimmed	Shares	-1.1K	+$29.6K	$1.3M
7	Roan Capital Partners unchanged	Shares	0	+$11.0K	$276.9K
8	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$6.4K	$159.9K
9	PARK AVENUE SECURITIES LLC new	Shares	+269.9K	+$6.2K	$6.2K
10	AdvisorNet Financial, Inc unchanged	Shares	0	+$2.5K	$62.2K
11	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.2K	$30.4K
12	Dynamic Advisor Solutions LLC trimmed	Shares	-497	+$1.2K	$304.9K
13	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-502	+$996	$302.9K
14	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$478	$12.0K
15	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$9	$229
16	Capital Advisors, Ltd. LLC added	Shares	+22	+$7	$174
17	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-723	-$1.1K	$373.7K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-3.7K	-$4.1K	$1.9M

Filing Research | Invesco S&P 500 BuyWrite ETF Institutional Holdings