Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Morton Capital Management LLC/CA	Shares	236.5KSH	$5.3M
2	Focus Financial Network, Inc.	Shares	185.7KSH	$4.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	177.3KSH	$4.0M
4	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	68.8KSH	$1.5M
5	AAF Wealth Management, LLC	Shares	64.7KSH	$1.4M
6	Southland Equity Partners LLC	Shares	52.5KSH	$1.2M
7	NESTEGG ADVISORS, INC.	Shares	47.9KSH	$1.1M
8	Mosley Wealth Management	Shares	43.5KSH	$965.0K
9	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	40.9KSH	$907.2K
10	Breakwater Capital Group	Shares	40.7KSH	$904.0K
11	DRIVE WEALTH MANAGEMENT, LLC	Shares	38.2KSH	$848.6K
12	Accel Wealth Management	Shares	35.8KSH	$794.1K
13	Eagle Strategies LLC	Shares	32.9KSH	$729.9K
14	Appalachian Capital Management Ltd	Shares	29.5KSH	$655.4K
15	FLAGSHIP HARBOR ADVISORS, LLC	Shares	28.0KSH	$622.0K
16	BCS Wealth Management	Shares	27.0KSH	$599.1K
17	Merit Financial Group, LLC	Shares	24.4KSH	$542.5K
18	SimpliFi, Inc.	Shares	23.1KSH	$512.0K
19	BLUEDOOR PRIVATE WEALTH, LLC	Shares	20.1KSH	$445.5K
20	Golden State Wealth Management, LLC	Shares	19.8KSH	$439.0K
21	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.5KSH	$278.2K
22	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	12.4KSH	$275.6K
23	Capital Investment Advisory Services, LLC	Shares	11.3KSH	$251.8K
24	PFG Advisors	Shares	9.4KSH	$208.3K
25	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	9.4KSH	$207.8K
26	Coastwise Capital Group, LLC	Shares	9.1KSH	$201.0K
27	Community Financial Services Group, LLC	Shares	3.0KSH	$66.7K
28	IFP Advisors, Inc	Shares	2.0KSH	$45.2K
29	GAMMA Investing LLC	Shares	1.8KSH	$39.8K
30	GHP Investment Advisors, Inc.	Shares	1.8KSH	$39.4K
31	Center for Financial Planning, Inc.	Shares	1.5KSH	$33.8K
32	Farther Finance Advisors, LLC	Shares	1.1KSH	$25.0K
33	JNBA Financial Advisors	Shares	1.0KSH	$22.8K
34	Wagner Wealth Management, LLC	Shares	935SH	$20.8K
35	ELEVATION WEALTH PARTNERS, LLC	Shares	380SH	$8.4K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	212SH	$4.7K
37	CoreCap Advisors, LLC	Shares	131SH	$2.9K
38	Cape Investment Advisory, Inc.	Shares	97SH	$2.2K
39	Strategic Investment Solutions, Inc. /IL	Shares	86SH	$1.9K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	80SH	$1.8K
41	DHJJ Financial Advisors, Ltd.	Shares	36SH	$803
42	Capital Advisors, Ltd. LLC	Shares	23.6KSH	$523
43	TSFG, LLC	Shares	6.5KSH	$143
44	CX Institutional	Shares	5.1KSH	$114
45	Davis Capital Management	Shares	2SH	$55

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

46 / 46 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+38.2K	+$852.2K	$965.0K
2	PFG Advisors new	Shares	+9.4K	+$208.3K	$208.3K
3	Coastwise Capital Group, LLC new	Shares	+9.1K	+$201.0K	$201.0K
4	Community Financial Services Group, LLC new	Shares	+3.0K	+$66.7K	$66.7K
5	Focus Financial Network, Inc. added	Shares	+1.7K	+$28.8K	$4.1M
6	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+1.3K	+$27.7K	$278.2K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-411	+$22.6K	$4.0M
8	Farther Finance Advisors, LLC added	Shares	+1.0K	+$22.5K	$25.0K
9	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+522	+$10.3K	$622.0K
10	SimpliFi, Inc. added	Shares	+319	+$6.0K	$512.0K
11	Cape Investment Advisory, Inc. new	Shares	+97	+$2.2K	$2.2K
12	GHP Investment Advisors, Inc. added	Shares	+25	+$464	$39.4K
13	Wagner Wealth Management, LLC added	Shares	+13	+$245	$20.8K
14	Strategic Investment Solutions, Inc. /IL added	Shares	+1	+$22	$1.9K
15	Capital Advisors, Ltd. LLC added	Shares	+86	$0	$523
16	Davis Capital Management unchanged	Shares	0	$0	$55
17	TSFG, LLC unchanged	Shares	0	$0	$143
18	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$2	$803
19	CoreCap Advisors, LLC unchanged	Shares	0	-$6	$2.9K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$7	$1.8K
21	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$18	$8.4K
22	JNBA Financial Advisors unchanged	Shares	0	-$47	$22.8K
23	CX Institutional trimmed	Shares	-2.9K	-$66	$114
24	Center for Financial Planning, Inc. unchanged	Shares	0	-$70	$33.8K
25	GAMMA Investing LLC unchanged	Shares	0	-$83	$39.8K
26	IFP Advisors, Inc unchanged	Shares	0	-$94	$45.2K
27	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$106	$4.7K
28	RIVERCHASE WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$432	$207.8K
29	FLYNN ZITO CAPITAL MANAGEMENT, LLC unchanged	Shares	0	-$572	$275.6K
30	BLUEDOOR PRIVATE WEALTH, LLC unchanged	Shares	0	-$925	$445.5K
31	Signature Resources Capital Management, LLC exited	Shares	-65	-$1.4K	$0
32	WINEBRENNER CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$1.9K	$907.2K
33	BRANDYWINE OAK PRIVATE WEALTH LLC unchanged	Shares	0	-$3.2K	$1.5M
34	Appalachian Capital Management Ltd trimmed	Shares	-111	-$3.8K	$655.4K
35	Breakwater Capital Group trimmed	Shares	-259	-$7.6K	$904.0K
36	BCS Wealth Management trimmed	Shares	-362	-$9.3K	$599.1K
37	DRIVE WEALTH MANAGEMENT, LLC trimmed	Shares	-862	-$20.9K	$848.6K
38	Capital Investment Advisory Services, LLC trimmed	Shares	-945	-$21.5K	$251.8K
39	Southland Equity Partners LLC trimmed	Shares	-1.3K	-$31.7K	$1.2M
40	NESTEGG ADVISORS, INC. trimmed	Shares	-1.4K	-$32.8K	$1.1M
41	Eagle Strategies LLC trimmed	Shares	-1.7K	-$40.3K	$729.9K
42	Golden State Wealth Management, LLC trimmed	Shares	-2.0K	-$46.3K	$439.0K
43	Merit Financial Group, LLC trimmed	Shares	-2.4K	-$55.0K	$542.5K
44	AAF Wealth Management, LLC trimmed	Shares	-3.1K	-$71.3K	$1.4M
45	Accel Wealth Management trimmed	Shares	-6.5K	-$146.5K	$794.1K
46	Morton Capital Management LLC/CA trimmed	Shares	-7.3K	-$173.9K	$5.3M