Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Focus Financial Network, Inc.	Shares	348.7KSH	$39.4M
2	EQUITABLE TRUST CO	Shares	338.6KSH	$38.2M
3	Trilogy Capital Inc.	Shares	207.1KSH	$23.4M
4	TRUST CO OF TOLEDO NA /OH/	Shares	188.1KSH	$21.2M
5	KPP Advisory Services LLC	Shares	184.3KSH	$20.8M
6	SAX WEALTH ADVISORS, LLC	Shares	186.6KSH	$19.3M
7	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	148.1KSH	$16.7M
8	Clearview Wealth Management LLC	Shares	128.2KSH	$14.5M
9	Sowell Financial Services LLC	Shares	125.8KSH	$14.2M
10	Madrona Financial Services, LLC	Shares	124.0KSH	$14.0M
11	Merit Financial Group, LLC	Shares	114.9KSH	$13.0M
12	Altus Wealth Group LLC	Shares	99.8KSH	$11.3M
13	Cornerstone Wealth Management, LLC	Shares	93.1KSH	$10.5M
14	XY Planning Network, Inc.	Shares	91.4KSH	$10.3M
15	Corecam Pte. Ltd.	Shares	88.7KSH	$10.0M
16	FIFTH THIRD SECURITIES, INC.	Shares	86.6KSH	$9.8M
17	DHJJ Financial Advisors, Ltd.	Shares	74.4KSH	$8.4M
18	Wealth Enhancement Trust Services, Inc.	Shares	72.8KSH	$8.2M
19	Farther Finance Advisors, LLC	Shares	70.7KSH	$8.0M
20	ATTICUS WEALTH MANAGEMENT, LLC	Shares	70.5KSH	$8.0M
21	Berkeley, Inc	Shares	61.8KSH	$7.0M
22	Lighthouse Wealth Management Inc.	Shares	61.7KSH	$7.0M
23	Burns Matteson Capital Management, LLC	Shares	59.5KSH	$6.7M
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	55.1KSH	$6.2M
25	PFG Advisors	Shares	54.4KSH	$6.1M
26	PRECEDENT WEALTH PARTNERS, LLC	Shares	52.5KSH	$5.9M
27	Prota Financial, LLC	Shares	49.0KSH	$5.5M
28	Onyx Bridge Wealth Group LLC	Shares	48.9KSH	$5.5M
29	Mann Financial Group, Inc.	Shares	48.2KSH	$5.4M
30	Wealthcare Advisory Partners LLC	Shares	48.0KSH	$5.4M
31	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	46.9KSH	$5.3M
32	Silver Coast Investments LLC	Shares	46.7KSH	$5.3M
33	Financial Partners Group, Inc	Shares	42.9KSH	$4.8M
34	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	39.9KSH	$4.5M
35	BFSG, LLC	Shares	39.2KSH	$4.4M
36	Corecam AG	Shares	36.6KSH	$4.1M
37	Venturi Wealth Management, LLC	Shares	34.4KSH	$3.9M
38	Mason & Associates Inc	Shares	34.0KSH	$3.8M
39	Duncan Williams Asset Management, LLC	Shares	33.8KSH	$3.8M
40	Melone Private Wealth, LLC	Shares	33.4KSH	$3.8M
41	J.W. COLE ADVISORS, INC.	Shares	29.7KSH	$3.4M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.4KSH	$3.1M
43	Redhawk Wealth Advisors, Inc.	Shares	25.2KSH	$2.8M
44	Marshall Financial Group, LLC	Shares	24.7KSH	$2.8M
45	United Asset Strategies, Inc.	Shares	24.1KSH	$2.7M
46	Harbor Asset Planning, Inc.	Shares	23.1KSH	$2.6M
47	Wealth Advisory Team LLC	Shares	22.7KSH	$2.6M
48	Atlantic Edge Private Wealth Management, LLC	Shares	22.6KSH	$2.6M
49	ENZI WEALTH	Shares	22.3KSH	$2.5M
50	DORVAL Corp	Shares	19.2KSH	$2.2M

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

50 / 145 loaded

#		Instrument
1	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+47.2K	+$6.3M	$16.7M
2	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+35.1K	+$4.1M	$6.2M
3	Focus Financial Network, Inc. added	Shares	+5.6K	+$3.9M	$39.4M
4	EQUITABLE TRUST CO added	Shares	+6.2K	+$3.9M	$38.2M
5	XY Planning Network, Inc. added	Shares	+20.0K	+$2.9M	$10.3M
6	TRUST CO OF TOLEDO NA /OH/ added	Shares	+7.4K	+$2.6M	$21.2M
7	Trilogy Capital Inc. added	Shares	+210	+$2.0M	$23.4M
8	KPP Advisory Services LLC added	Shares	+989	+$1.9M	$20.8M
9	Cornerstone Wealth Management, LLC added	Shares	+5.6K	+$1.5M	$10.5M
10	Sowell Financial Services LLC added	Shares	+2.2K	+$1.4M	$14.2M
11	Merit Financial Group, LLC added	Shares	+2.7K	+$1.4M	$13.0M
12	Mann Financial Group, Inc. added	Shares	+8.4K	+$1.3M	$5.4M
13	Altus Wealth Group LLC added	Shares	+2.9K	+$1.3M	$11.3M
14	Clearview Wealth Management LLC trimmed	Shares	-504	+$1.2M	$14.5M
15	FIFTH THIRD SECURITIES, INC. added	Shares	+1.7K	+$1.0M	$9.8M
16	DHJJ Financial Advisors, Ltd. added	Shares	+2.2K	+$935.0K	$8.4M
17	Madrona Financial Services, LLC trimmed	Shares	-3.2K	+$848.3K	$14.0M
18	Lighthouse Wealth Management Inc. added	Shares	+2.5K	+$847.7K	$7.0M
19	PFG Advisors added	Shares	+3.1K	+$839.0K	$6.1M
20	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+1.4K	+$814.3K	$8.0M
21	Onyx Bridge Wealth Group LLC added	Shares	+1.8K	+$652.1K	$5.5M
22	Berkeley, Inc added	Shares	+405	+$629.3K	$7.0M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.3K	+$590.1K	$3.1M
24	Venturi Wealth Management, LLC added	Shares	+2.4K	+$576.3K	$3.9M
25	Y-Intercept (Hong Kong) Ltd new	Shares	+5.1K	+$574.6K	$574.6K
26	Burns Matteson Capital Management, LLC trimmed	Shares	-32	+$562.7K	$6.7M
27	DORVAL Corp added	Shares	+3.3K	+$518.4K	$2.2M
28	BFSG, LLC added	Shares	+1.1K	+$488.5K	$4.4M
29	Mason & Associates Inc added	Shares	+219	+$440.3K	$3.8M
30	Silver Coast Investments LLC trimmed	Shares	-193	+$424.2K	$5.3M
31	J.W. COLE ADVISORS, INC. added	Shares	+1.3K	+$419.8K	$3.4M
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+327	+$413.2K	$4.5M
33	Hansen & Associates Financial Group, Inc. added	Shares	+3.0K	+$382.3K	$716.8K
34	Marshall Financial Group, LLC added	Shares	+1.1K	+$348.7K	$2.8M
35	Melone Private Wealth, LLC added	Shares	+282	+$347.0K	$3.8M
36	Connecticut Capital Management Group, LLC added	Shares	+1.5K	+$332.3K	$2.1M
37	ADAMSBROWN WEALTH CONSULTANTS LLC trimmed	Shares	-1.2K	+$325.0K	$5.3M
38	Financial Partners Group, Inc trimmed	Shares	-1.0K	+$300.8K	$4.8M
39	Redhawk Wealth Advisors, Inc. added	Shares	+405	+$281.1K	$2.8M
40	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.7K	+$268.9K	$1.1M
41	MARATHON CAPITAL MANAGEMENT new	Shares	+2.1K	+$240.5K	$240.5K
42	GUYASUTA INVESTMENT ADVISORS INC new	Shares	+2.1K	+$238.0K	$238.0K
43	Golden State Wealth Management, LLC added	Shares	+1.2K	+$235.1K	$1.3M
44	Southland Equity Partners LLC added	Shares	+1.2K	+$201.5K	$904.7K
45	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+798	+$197.0K	$1.4M
46	PENOBSCOT WEALTH MANAGEMENT added	Shares	+212	+$179.0K	$1.9M
47	Atlantic Edge Private Wealth Management, LLC trimmed	Shares	-384	+$175.5K	$2.6M
48	Brookstone Capital Management added	Shares	+1.1K	+$175.3K	$722.2K
49	Dynamic Advisor Solutions LLC added	Shares	+492	+$109.6K	$698.4K
50	Symphony Financial Services, Inc. added	Shares	+272	+$107.4K	$941.4K

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