Filing Research | INVESCO S&P 500 REVENUE ETF Institutional Holdings

Snapshot holdings

50 / 97 loaded

#		Instrument	quantity
1	Kozak & Associates, Inc.	Shares	333.8KSH	$42.9M
2	Investment Planning Advisors, Inc.	Shares	322.5KSH	$41.2M
3	Stewardship Advisors, LLC	Shares	233.6KSH	$29.8M
4	Scarborough Advisors, LLC	Shares	218.2KSH	$28.1M
5	Merit Financial Group, LLC	Shares	193.5KSH	$24.7M
6	Commonwealth Financial Services, LLC	Shares	183.4KSH	$23.4M
7	Cadent Capital Advisors, LLC	Shares	173.3KSH	$22.1M
8	EverSource Wealth Advisors, LLC	Shares	156.4KSH	$20.0M
9	PRAIRIE ADVISORY, LLC	Shares	100.1KSH	$12.8M
10	Kraft, Davis & Associates, LLC	Shares	89.5KSH	$11.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.2KSH	$6.8M
12	Intrua Financial, LLC	Shares	52.3KSH	$6.7M
13	NWAM LLC	Shares	51.9KSH	$6.6M
14	Colonial River Investments, LLC	Shares	50.7KSH	$6.5M
15	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	47.4KSH	$6.1M
16	OPTIMA CAPITAL LLC	Shares	46.0KSH	$5.9M
17	Total Clarity Wealth Management, Inc.	Shares	45.5KSH	$5.8M
18	Wealth Management Partners, LLC	Shares	44.8KSH	$5.7M
19	AdvisorNet Financial, Inc	Shares	43.3KSH	$5.5M
20	RVW Wealth, LLC	Shares	42.8KSH	$5.5M
21	TOMPKINS FINANCIAL CORP	Shares	39.0KSH	$5.0M
22	Harbor Asset Planning, Inc.	Shares	38.1KSH	$4.9M
23	Ignite Planners, LLC	Shares	33.0KSH	$4.2M
24	FIRETHORN WEALTH PARTNERS, LLC	Shares	32.3KSH	$4.1M
25	Meridian Financial Advisors, LLC	Shares	29.7KSH	$3.8M
26	INDEPENDENT FINANCIAL GROUP, LLC	Shares	28.2KSH	$3.6M
27	E&G Advisors, LLC	Shares	28.0KSH	$3.6M
28	TCFG Investment Advisors, LLC	Shares	21.7KSH	$2.8M
29	Rodgers & Associates, LTD	Shares	21.7KSH	$2.8M
30	Brookstone Capital Management	Shares	21.6KSH	$2.8M
31	Key Client Fiduciary Advisors, LLC	Shares	21.4KSH	$2.7M
32	Prospera Financial Services Inc	Shares	19.2KSH	$2.5M
33	Golden State Wealth Management, LLC	Shares	17.9KSH	$2.3M
34	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.2KSH	$2.1M
35	Wealthcare Advisory Partners LLC	Shares	15.9KSH	$2.0M
36	TITLEIST ASSET MANAGEMENT, LLC	Shares	15.1KSH	$1.9M
37	FIFTH THIRD SECURITIES, INC.	Shares	14.9KSH	$1.9M
38	Farther Finance Advisors, LLC	Shares	14.1KSH	$1.8M
39	Amplius Wealth Advisors, LLC	Shares	13.7KSH	$1.8M
40	Nova Wealth Management, Inc.	Shares	13.5KSH	$1.7M
41	J.W. COLE ADVISORS, INC.	Shares	12.1KSH	$1.5M
42	Key FInancial Inc	Shares	11.5KSH	$1.5M
43	Secure Asset Management, LLC	Shares	10.5KSH	$1.3M
44	Dynamic Advisor Solutions LLC	Shares	10.4KSH	$1.3M
45	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	10.1KSH	$1.3M
46	KMG FIDUCIARY PARTNERS, LLC	Shares	9.2KSH	$1.2M
47	LANDAAS & CO /WI /ADV	Shares	8.1KSH	$1.0M
48	Marshall Financial Group, LLC	Shares	7.4KSH	$939.4K
49	Patriot Financial Group Insurance Agency, LLC	Shares	7.3KSH	$930.3K
50	BALDWIN WEALTH PARTNERS LLC/MA	Shares	6.6KSH	$843.2K

Scroll to load more

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

50 / 101 loaded

#		Instrument
1	Commonwealth Financial Services, LLC new	Shares	+183.4K	+$23.4M	$23.4M
2	Investment Planning Advisors, Inc. added	Shares	+78.7K	+$13.2M	$41.2M
3	Merit Financial Group, LLC added	Shares	+4.8K	+$3.0M	$24.7M
4	Cadent Capital Advisors, LLC added	Shares	+4.1K	+$2.7M	$22.1M
5	EverSource Wealth Advisors, LLC trimmed	Shares	-1.6K	+$1.8M	$20.0M
6	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+11.6K	+$1.8M	$4.1M
7	E&G Advisors, LLC added	Shares	+9.3K	+$1.4M	$3.6M
8	OPTIMA CAPITAL LLC added	Shares	+5.3K	+$1.2M	$5.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.7K	+$1.1M	$6.8M
10	Meridian Financial Advisors, LLC added	Shares	+5.9K	+$1.1M	$3.8M
11	Kraft, Davis & Associates, LLC added	Shares	+4.3K	+$1.0M	$11.6M
12	Intrua Financial, LLC added	Shares	+2.7K	+$987.3K	$6.7M
13	Nova Wealth Management, Inc. added	Shares	+6.0K	+$868.2K	$1.7M
14	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+698	+$689.1K	$6.1M
15	AdvisorNet Financial, Inc added	Shares	+1.0K	+$675.8K	$5.5M
16	NWAM LLC added	Shares	+49	+$672.3K	$6.6M
17	PFG Advisors new	Shares	+5.3K	+$671.0K	$671.0K
18	RVW Wealth, LLC added	Shares	+206	+$573.1K	$5.5M
19	Harbor Asset Planning, Inc. added	Shares	+487	+$545.6K	$4.9M
20	Wealth Management Partners, LLC trimmed	Shares	-592	+$507.2K	$5.7M
21	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.6K	+$492.0K	$1.9M
22	TOMPKINS FINANCIAL CORP trimmed	Shares	-219	+$476.3K	$5.0M
23	Key FInancial Inc added	Shares	+2.7K	+$463.7K	$1.5M
24	Ignite Planners, LLC added	Shares	+30	+$427.9K	$4.2M
25	Golden State Wealth Management, LLC added	Shares	+1.3K	+$378.4K	$2.3M
26	Y-Intercept (Hong Kong) Ltd new	Shares	+2.8K	+$352.2K	$352.2K
27	Prospera Financial Services Inc added	Shares	+863	+$346.0K	$2.5M
28	LANDAAS & CO /WI /ADV added	Shares	+2.0K	+$330.9K	$1.0M
29	Key Client Fiduciary Advisors, LLC added	Shares	+78	+$283.4K	$2.7M
30	TCFG Investment Advisors, LLC trimmed	Shares	-44	+$274.3K	$2.8M
31	Rodgers & Associates, LTD trimmed	Shares	-120	+$265.4K	$2.8M
32	Farther Finance Advisors, LLC added	Shares	+755	+$263.7K	$1.8M
33	Amplius Wealth Advisors, LLC added	Shares	+488	+$232.2K	$1.8M
34	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+501	+$187.7K	$1.3M
35	J.W. COLE ADVISORS, INC. added	Shares	+94	+$166.5K	$1.5M
36	KMG FIDUCIARY PARTNERS, LLC added	Shares	+47	+$123.6K	$1.2M
37	Dynamic Advisor Solutions LLC trimmed	Shares	-240	+$105.9K	$1.3M
38	Secure Asset Management, LLC trimmed	Shares	-275	+$102.9K	$1.3M
39	RFG Advisory, LLC added	Shares	+333	+$96.0K	$575.0K
40	Marshall Financial Group, LLC added	Shares	+13	+$95.9K	$939.4K
41	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$84.8K	$843.2K
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-1.1K	+$80.2K	$2.1M
43	DAVENPORT & Co LLC added	Shares	+373	+$77.3K	$342.3K
44	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-1.0K	+$74.9K	$1.9M
45	Sowell Financial Services LLC trimmed	Shares	-25	+$71.2K	$736.7K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+500	+$66.3K	$84.4K
47	Accurate Wealth Management, LLC unchanged	Shares	0	+$62.5K	$683.3K
48	Altium Investment Strategies LLC unchanged	Shares	0	+$62.5K	$683.3K
49	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$62.4K	$620.8K
50	CORA CAPITAL ADVISORS LLC unchanged	Shares	0	+$58.1K	$577.7K

Scroll to load more