Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Marquette Asset Management, LLC	Shares	692.8KSH	$44.2M
2	CUTLER INVESTMENT COUNSEL LLC	Shares	204.7KSH	$13.1M
3	Trinity Wealth Management, LLC	Shares	169.2KSH	$10.8M
4	Wolff Financial Management LLC	Shares	101.2KSH	$6.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	105.1KSH	$6.4M
6	Global View Capital Management LLC	Shares	98.6KSH	$6.3M
7	J. M. Brown & Associates Inc.	Shares	89.9KSH	$5.7M
8	Wealth Group Ltd	Shares	76.9KSH	$4.9M
9	PFG Advisors	Shares	68.0KSH	$4.3M
10	Commonwealth Financial Services, LLC	Shares	55.0KSH	$3.5M
11	XML Financial, LLC	Shares	50.6KSH	$3.2M
12	FLAGSHIP HARBOR ADVISORS, LLC	Shares	41.6KSH	$2.7M
13	Focus Financial Network, Inc.	Shares	36.5KSH	$2.3M
14	RESTON WEALTH MANAGEMENT LLC	Shares	34.0KSH	$2.2M
15	CFS Investment Advisory Services, LLC	Shares	32.3KSH	$1.9M
16	J.W. COLE ADVISORS, INC.	Shares	28.0KSH	$1.8M
17	BEACON FINANCIAL GROUP	Shares	27.4KSH	$1.7M
18	Strategic Blueprint, LLC	Shares	24.5KSH	$1.6M
19	IFP Advisors, Inc	Shares	24.2KSH	$1.5M
20	Prospera Financial Services Inc	Shares	23.5KSH	$1.5M
21	Cornerstone Wealth Management, LLC	Shares	21.3KSH	$1.4M
22	Merit Financial Group, LLC	Shares	19.5KSH	$1.2M
23	CARY STREET PARTNERS FINANCIAL LLC	Shares	18.2KSH	$1.2M
24	WEST BANCORPORATION INC	Shares	17.2KSH	$1.1M
25	Accurate Wealth Management, LLC	Shares	16.5KSH	$1.0M
26	Altium Investment Strategies LLC	Shares	15.9KSH	$963.9K
27	PENOBSCOT WEALTH MANAGEMENT	Shares	14.9KSH	$949.5K
28	DAVENPORT & Co LLC	Shares	13.8KSH	$883.5K
29	Investors Research Corp	Shares	13.5KSH	$860.7K
30	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	12.9KSH	$824.5K
31	GREENLEAF TRUST	Shares	12.4KSH	$790.4K
32	WILLNER & HELLER, LLC	Shares	12.3KSH	$785.2K
33	Wealthcare Advisory Partners LLC	Shares	11.9KSH	$757.3K
34	Rodgers & Associates, LTD	Shares	11.7KSH	$748.3K
35	Sequoia Financial Advisors, LLC	Shares	10.4KSH	$665.5K
36	Affinity Capital Advisors, LLC	Shares	10.6KSH	$642.5K
37	BENJAMIN EDWARDS INC	Shares	8.3KSH	$531.9K
38	Towerpoint Wealth, LLC	Shares	8.0KSH	$508.6K
39	Well Done, LLC	Shares	7.7KSH	$494.2K
40	Bay Rivers Group	Shares	7.6KSH	$484.2K
41	Aries Wealth Management	Shares	7.5KSH	$481.4K
42	RTD Financial Advisors, Inc.	Shares	7.3KSH	$466.5K
43	Capital Investment Counsel, LLC	Shares	6.8KSH	$432.9K
44	Diligent Investors, LLC	Shares	6.7KSH	$429.1K
45	Sowell Financial Services LLC	Shares	6.5KSH	$416.0K
46	GHP Investment Advisors, Inc.	Shares	6.1KSH	$387.2K
47	Farther Finance Advisors, LLC	Shares	5.8KSH	$371.1K
48	Spire Wealth Management	Shares	5.8KSH	$368.4K
49	TRUEFG, LLC	Shares	5.6KSH	$358.0K
50	Brookstone Capital Management	Shares	5.4KSH	$347.2K

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

50 / 96 loaded

#		Instrument
1	Marquette Asset Management, LLC trimmed	Shares	-10.1K	+$11.4M	$44.2M
2	Global View Capital Management LLC new	Shares	+98.6K	+$6.3M	$6.3M
3	Trinity Wealth Management, LLC added	Shares	+26.2K	+$4.1M	$10.8M
4	CUTLER INVESTMENT COUNSEL LLC trimmed	Shares	-1.3K	+$3.4M	$13.1M
5	Wolff Financial Management LLC trimmed	Shares	-801	+$1.7M	$6.5M
6	PFG Advisors added	Shares	+2.9K	+$1.3M	$4.3M
7	Wealth Group Ltd trimmed	Shares	-489	+$1.3M	$4.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.4K	+$1.2M	$6.4M
9	J.W. COLE ADVISORS, INC. added	Shares	+15.0K	+$1.2M	$1.8M
10	XML Financial, LLC trimmed	Shares	-58	+$863.8K	$3.2M
11	Wealthcare Advisory Partners LLC new	Shares	+11.9K	+$757.3K	$757.3K
12	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-399	+$692.6K	$2.7M
13	Commonwealth Financial Services, LLC trimmed	Shares	-5.5K	+$685.8K	$3.5M
14	Focus Financial Network, Inc. trimmed	Shares	-19	+$623.7K	$2.3M
15	RESTON WEALTH MANAGEMENT LLC trimmed	Shares	-1.7K	+$503.5K	$2.2M
16	Bay Rivers Group new	Shares	+7.6K	+$484.2K	$484.2K
17	BEACON FINANCIAL GROUP trimmed	Shares	-585	+$441.5K	$1.7M
18	Strategic Blueprint, LLC trimmed	Shares	-377	+$401.0K	$1.6M
19	IFP Advisors, Inc trimmed	Shares	-1.2K	+$357.0K	$1.5M
20	Brookstone Capital Management new	Shares	+5.4K	+$347.2K	$347.2K
21	SAX WEALTH ADVISORS, LLC new	Shares	+6.8K	+$318.9K	$318.9K
22	Fulcrum Equity Management new	Shares	+5.0K	+$317.5K	$317.5K
23	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1	+$312.1K	$1.2M
24	ROCKLAND TRUST CO new	Shares	+4.7K	+$303.0K	$303.0K
25	Cornerstone Wealth Management, LLC trimmed	Shares	-1.4K	+$301.1K	$1.4M
26	Merit Financial Group, LLC trimmed	Shares	-815	+$295.7K	$1.2M
27	WEST BANCORPORATION INC unchanged	Shares	0	+$293.7K	$1.1M
28	Legacy Advisors, LLC new	Shares	+4.4K	+$283.4K	$283.4K
29	DAVENPORT & Co LLC added	Shares	+975	+$282.3K	$883.5K
30	Accredited Investors Inc. new	Shares	+4.2K	+$269.1K	$269.1K
31	PENOBSCOT WEALTH MANAGEMENT added	Shares	+3	+$254.6K	$949.5K
32	Octavia Wealth Advisors, LLC new	Shares	+3.9K	+$247.4K	$247.4K
33	BRANDYWINE OAK PRIVATE WEALTH LLC new	Shares	+3.8K	+$240.7K	$240.7K
34	Gratus Wealth Advisors, LLC new	Shares	+3.5K	+$223.7K	$223.7K
35	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+15	+$221.6K	$824.5K
36	GREENLEAF TRUST unchanged	Shares	0	+$211.8K	$790.4K
37	One Charles Private Wealth Services, LLC new	Shares	+3.3K	+$208.0K	$208.0K
38	WILLNER & HELLER, LLC trimmed	Shares	-80	+$206.7K	$785.2K
39	Rodgers & Associates, LTD unchanged	Shares	0	+$200.5K	$748.3K
40	BENJAMIN EDWARDS INC added	Shares	+966	+$187.7K	$531.9K
41	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$178.3K	$665.5K
42	CFS Investment Advisory Services, LLC trimmed	Shares	-512	+$165.1K	$1.9M
43	Altium Investment Strategies LLC unchanged	Shares	0	+$151.3K	$963.9K
44	Accurate Wealth Management, LLC trimmed	Shares	-155	+$149.7K	$1.0M
45	Affinity Capital Advisors, LLC unchanged	Shares	0	+$146.1K	$642.5K
46	Towerpoint Wealth, LLC unchanged	Shares	0	+$136.3K	$508.6K
47	Well Done, LLC unchanged	Shares	0	+$132.4K	$494.2K
48	Aries Wealth Management unchanged	Shares	0	+$129.0K	$481.4K
49	RTD Financial Advisors, Inc. unchanged	Shares	0	+$125.0K	$466.5K
50	Diligent Investors, LLC added	Shares	+1	+$115.0K	$429.1K

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