Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Friedenthal Financial	Shares	60.8KSH	$1.8M
2	WealthBridge Capital Management, LLC	Shares	55.7KSH	$1.7M
3	Farther Finance Advisors, LLC	Shares	45.3KSH	$1.4M
4	Yoder Wealth Management, Inc.	Shares	29.3KSH	$877.5K
5	DHJJ Financial Advisors, Ltd.	Shares	29.2KSH	$876.1K
6	Walker Asset Management, LLC	Shares	19.6KSH	$586.8K
7	Sunbeam Capital Management, LLC	Shares	17.9KSH	$536.5K
8	First Heartland Consultants, Inc.	Shares	16.9KSH	$507.3K
9	Brookwood Investment Group LLC	Shares	14.0KSH	$419.8K
10	Royal Fund Management, LLC	Shares	12.2KSH	$365.0K
11	Private Wealth Group, LLC	Shares	11.0KSH	$329.7K
12	Focus Financial Network, Inc.	Shares	10.8KSH	$324.3K
13	Fearless Solutions, LLC dba Best Invest	Shares	10.5KSH	$314.8K
14	Apollon Wealth Management, LLC	Shares	10.2KSH	$304.6K
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	9.0KSH	$270.3K
16	Envestnet Portfolio Solutions, Inc.	Shares	8.9KSH	$268.0K
17	Optas, LLC	Shares	8.7KSH	$261.8K
18	REDSTONE WEALTH MANAGEMENT, LLC	Shares	7.8KSH	$234.3K
19	Sage Capital Management, LLC	Shares	7.6KSH	$228.4K
20	CoreCap Advisors, LLC	Shares	3.3KSH	$98.0K
21	JFS WEALTH ADVISORS, LLC	Shares	827SH	$24.8K
22	Bogart Wealth, LLC	Shares	641SH	$19.2K
23	Capital Investment Advisory Services, LLC	Shares	500SH	$15.0K
24	Walsh & Associates, LLC	Shares	500SH	$15.0K
25	Realta Investment Advisors	Shares	169SH	$5.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	160SH	$4.8K
27	Strategic Investment Solutions, Inc. /IL	Shares	145SH	$4.3K
28	Princeton Global Asset Management LLC	Shares	40SH	$1.2K
29	TSFG, LLC	Shares	14.1KSH	$422
30	CX Institutional	Shares	3.1KSH	$94

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

33 / 33 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. new	Shares	+8.9K	+$268.0K	$268.0K
2	Friedenthal Financial added	Shares	+3.2K	+$124.9K	$1.8M
3	Walker Asset Management, LLC added	Shares	+1.0K	+$39.8K	$586.8K
4	Farther Finance Advisors, LLC trimmed	Shares	-7	+$30.1K	$1.4M
5	Royal Fund Management, LLC trimmed	Shares	-20	+$5.2K	$365.0K
6	Fearless Solutions, LLC dba Best Invest unchanged	Shares	0	+$5.0K	$314.8K
7	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$4.3K	$270.3K
8	CoreCap Advisors, LLC unchanged	Shares	0	+$1.6K	$98.0K
9	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$586	$24.8K
10	Bogart Wealth, LLC added	Shares	+5	+$454	$19.2K
11	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$240	$15.0K
12	Walsh & Associates, LLC unchanged	Shares	0	+$240	$15.0K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$155	$4.8K
14	Realta Investment Advisors added	Shares	+2	+$120	$5.1K
15	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$69	$4.3K
16	Princeton Global Asset Management LLC unchanged	Shares	0	+$19	$1.2K
17	TSFG, LLC trimmed	Shares	-67	+$5	$422
18	CX Institutional trimmed	Shares	-8.7K	-$255	$94
19	Focus Financial Network, Inc. trimmed	Shares	-218	-$1.2K	$324.3K
20	First Heartland Consultants, Inc. trimmed	Shares	-381	-$3.1K	$507.3K
21	DHJJ Financial Advisors, Ltd. trimmed	Shares	-2.5K	-$59.6K	$876.1K
22	WealthBridge Capital Management, LLC trimmed	Shares	-3.0K	-$61.5K	$1.7M
23	HHM Wealth Advisors, LLC exited	Shares	-2.6K	-$76.7K	$0
24	Sage Capital Management, LLC trimmed	Shares	-2.9K	-$82.2K	$228.4K
25	Private Wealth Group, LLC trimmed	Shares	-3.1K	-$86.8K	$329.7K
26	Yoder Wealth Management, Inc. trimmed	Shares	-3.6K	-$92.6K	$877.5K
27	Sunbeam Capital Management, LLC trimmed	Shares	-4.5K	-$125.0K	$536.5K
28	Brookwood Investment Group LLC trimmed	Shares	-6.1K	-$174.7K	$419.8K
29	Apollon Wealth Management, LLC trimmed	Shares	-6.1K	-$175.1K	$304.6K
30	Optas, LLC trimmed	Shares	-6.8K	-$197.0K	$261.8K
31	Bright Futures Wealth Management, LLC. exited	Shares	-7.3K	-$214.3K	$0
32	REDSTONE WEALTH MANAGEMENT, LLC trimmed	Shares	-13.6K	-$396.1K	$234.3K
33	SBE LLC DBA CEDAR COVE WEALTH PARTNERS exited	Shares	-172.5K	-$5.1M	$0