Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 185 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$84.9M
2	Bogart Wealth, LLC	Shares	1.1MSH	$68.6M
3	Demars Financial Group, LLC	Shares	776.4KSH	$47.5M
4	Farther Finance Advisors, LLC	Shares	607.6KSH	$37.2M
5	QUATTRO FINANCIAL ADVISORS LLC	Shares	337.9KSH	$20.7M
6	Segment Wealth Management, LLC	Shares	305.7KSH	$18.7M
7	Mirae Asset Global Investments Co., Ltd.	Shares	280.0KSH	$17.1M
8	Cyr Financial Inc.	Shares	266.8KSH	$16.3M
9	Green Ridge Wealth Planning LLC	Shares	228.7KSH	$14.0M
10	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	177.0KSH	$10.8M
11	Vision Retirement, LLC	Shares	175.0KSH	$10.7M
12	KPP Advisory Services LLC	Shares	173.7KSH	$10.6M
13	PRECEDENT WEALTH PARTNERS, LLC	Shares	173.4KSH	$10.6M
14	JOHNSON INVESTMENT COUNSEL INC	Shares	148.0KSH	$9.1M
15	D.A. DAVIDSON & CO.	Shares	139.5KSH	$8.5M
16	IFC & Insurance Marketing, Inc.	Shares	113.3KSH	$6.9M
17	HBW ADVISORY SERVICES LLC	Shares	91.7KSH	$5.6M
18	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	88.3KSH	$5.4M
19	Stenger Family Office, LLC	Shares	73.6KSH	$4.5M
20	RIA Advisory Group LLC	Shares	66.7KSH	$4.1M
21	Hutchens & Kramer Investment Management Group, LLC	Shares	64.6KSH	$4.0M
22	Bulwark Capital Corp	Shares	63.9KSH	$3.9M
23	City Center Advisors, LLC	Shares	61.6KSH	$3.8M
24	FORONJY FINANCIAL LLC	Shares	60.9KSH	$3.7M
25	INDEPENDENT FINANCIAL GROUP, LLC	Shares	58.8KSH	$3.6M
26	Cresta Advisors, Ltd.	Shares	52.2KSH	$3.2M
27	J.W. COLE ADVISORS, INC.	Shares	50.7KSH	$3.1M
28	Apeiron RIA LLC	Shares	48.1KSH	$2.9M
29	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	46.8KSH	$2.9M
30	Walker Asset Management, LLC	Shares	41.2KSH	$2.5M
31	Royal Fund Management, LLC	Shares	39.7KSH	$2.4M
32	SAPIENT CAPITAL LLC	Shares	39.4KSH	$2.4M
33	Balance Wealth Partners LLC	Shares	38.8KSH	$2.4M
34	IAMS WEALTH MANAGEMENT, LLC	Shares	36.0KSH	$2.2M
35	CoreCap Advisors, LLC	Shares	35.7KSH	$2.2M
36	Sowell Financial Services LLC	Shares	35.5KSH	$2.2M
37	GREENLEAF TRUST	Shares	35.2KSH	$2.2M
38	Fortis Group Advisors, LLC	Shares	34.9KSH	$2.1M
39	Sound Income Strategies, LLC	Shares	33.8KSH	$2.1M
40	MEITAV INVESTMENT HOUSE LTD	Shares	30.0KSH	$1.8M
41	Lansing Street Advisors	Shares	28.7KSH	$1.8M
42	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	28.5KSH	$1.7M
43	Sequoia Financial Advisors, LLC	Shares	28.2KSH	$1.7M
44	ShoreHaven Wealth Partners, LLC	Shares	26.1KSH	$1.6M
45	IFP Advisors, Inc	Shares	25.3KSH	$1.6M
46	RFG Advisory, LLC	Shares	25.1KSH	$1.5M
47	OMNI 360 Wealth, Inc.	Shares	24.8KSH	$1.5M
48	Avior Wealth Management, LLC	Shares	24.4KSH	$1.5M
49	Merit Financial Group, LLC	Shares	22.8KSH	$1.4M
50	Snider Financial Group	Shares	22.6KSH	$1.4M

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

50 / 197 loaded

#		Instrument
1	Bogart Wealth, LLC added	Shares	+21.6K	+$8.7M	$68.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-74.8K	+$5.6M	$84.9M
3	Demars Financial Group, LLC added	Shares	+1.4K	+$5.3M	$47.5M
4	Segment Wealth Management, LLC added	Shares	+12.8K	+$2.7M	$18.7M
5	Cyr Financial Inc. added	Shares	+16.8K	+$2.7M	$16.3M
6	Royal Fund Management, LLC new	Shares	+39.7K	+$2.4M	$2.4M
7	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+107	+$2.3M	$20.7M
8	IAMS WEALTH MANAGEMENT, LLC added	Shares	+30.5K	+$1.9M	$2.2M
9	Green Ridge Wealth Planning LLC added	Shares	+6.5K	+$1.9M	$14.0M
10	KPP Advisory Services LLC added	Shares	+6.8K	+$1.5M	$10.6M
11	Vision Retirement, LLC added	Shares	+4.4K	+$1.4M	$10.7M
12	Bulwark Capital Corp added	Shares	+15.4K	+$1.3M	$3.9M
13	Farther Finance Advisors, LLC trimmed	Shares	-47.0K	+$1.2M	$37.2M
14	IFC & Insurance Marketing, Inc. added	Shares	+8.7K	+$1.2M	$6.9M
15	HBW ADVISORY SERVICES LLC added	Shares	+8.7K	+$1.1M	$5.6M
16	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-1.7K	+$1.1M	$10.6M
17	D.A. DAVIDSON & CO. added	Shares	+2.3K	+$1.1M	$8.5M
18	MEITAV INVESTMENT HOUSE LTD added	Shares	+12.7K	+$894.5K	$1.8M
19	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-2.4K	+$857.9K	$9.1M
20	LIGHTHOUSE FINANCIAL SERVICES INC /ADV added	Shares	+4.0K	+$695.2K	$10.8M
21	IFP Advisors, Inc added	Shares	+8.7K	+$646.5K	$1.6M
22	City Center Advisors, LLC added	Shares	+4.2K	+$642.4K	$3.8M
23	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.6K	+$588.6K	$3.6M
24	Sequoia Financial Advisors, LLC added	Shares	+6.4K	+$537.2K	$1.7M
25	RIA Advisory Group LLC added	Shares	+1.0K	+$500.5K	$4.1M
26	Cresta Advisors, Ltd. added	Shares	+2.7K	+$493.8K	$3.2M
27	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-3.4K	+$404.3K	$5.4M
28	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+1.5K	+$393.0K	$2.9M
29	Prospera Financial Services Inc added	Shares	+5.4K	+$385.9K	$839.0K
30	Y-Intercept (Hong Kong) Ltd new	Shares	+5.9K	+$358.9K	$358.9K
31	Brookstone Capital Management added	Shares	+4.6K	+$344.4K	$870.7K
32	Walker Asset Management, LLC added	Shares	+993	+$329.2K	$2.5M
33	XY Planning Network, Inc. new	Shares	+4.9K	+$301.9K	$301.9K
34	Stenger Family Office, LLC trimmed	Shares	-4.3K	+$257.5K	$4.5M
35	Snider Financial Group added	Shares	+1.6K	+$236.1K	$1.4M
36	GREENLEAF TRUST unchanged	Shares	0	+$235.3K	$2.2M
37	Balance Wealth Partners LLC trimmed	Shares	-473	+$233.0K	$2.4M
38	B. Riley Wealth Advisors, Inc. new	Shares	+3.8K	+$227.9K	$227.9K
39	William Mack & Associates, Inc. new	Shares	+3.7K	+$226.9K	$226.9K
40	ECLECTIC ASSOCIATES INC /ADV new	Shares	+3.6K	+$222.9K	$222.9K
41	SAPIENT CAPITAL LLC trimmed	Shares	-787	+$220.2K	$2.4M
42	Plancorp, LLC new	Shares	+3.6K	+$220.0K	$220.0K
43	Wealth Group Ltd new	Shares	+3.5K	+$217.1K	$217.1K
44	QRG CAPITAL MANAGEMENT, INC. new	Shares	+3.5K	+$213.4K	$213.4K
45	Fifth Third Wealth Advisors LLC new	Shares	+3.4K	+$208.1K	$208.1K
46	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+3.4K	+$205.9K	$205.9K
47	Sowell Financial Services LLC trimmed	Shares	-595	+$204.7K	$2.2M
48	CWA Asset Management Group, LLC new	Shares	+3.3K	+$204.1K	$204.1K
49	Hutchens & Kramer Investment Management Group, LLC trimmed	Shares	-4.2K	+$200.3K	$4.0M
50	IAM Advisory, LLC new	Shares	+3.3K	+$200.1K	$200.1K

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