Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Berkshire Money Management, Inc.	Shares	224.3KSH	$23.4M
2	StoneCrest Wealth Management, Inc.	Shares	68.3KSH	$7.1M
3	Bay Capital Advisors, LLC	Shares	21.8KSH	$2.3M
4	Dynamic Advisor Solutions LLC	Shares	20.9KSH	$2.2M
5	Nilsine Partners, LLC	Shares	15.2KSH	$1.6M
6	CoreCap Advisors, LLC	Shares	12.7KSH	$1.3M
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	12.4KSH	$1.3M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.2KSH	$1.3M
9	FLAGSHIP HARBOR ADVISORS, LLC	Shares	10.5KSH	$1.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$998.1K
11	Brookwood Investment Group LLC	Shares	8.8KSH	$912.5K
12	Hennion & Walsh Asset Management, Inc.	Shares	7.4KSH	$767.7K
13	Sandy Cove Advisors, LLC	Shares	7.1KSH	$734.1K
14	SeaCrest Wealth Management, LLC	Shares	7.0KSH	$732.8K
15	Wealthcare Advisory Partners LLC	Shares	6.6KSH	$687.9K
16	HOWARD FINANCIAL SERVICES, LTD.	Shares	6.4KSH	$664.6K
17	Prospera Financial Services Inc	Shares	5.3KSH	$550.8K
18	NOVEM GROUP	Shares	4.9KSH	$505.1K
19	Focus Financial Network, Inc.	Shares	4.5KSH	$466.4K
20	National Wealth Management Group, LLC	Shares	4.2KSH	$434.7K
21	Allen Mooney & Barnes Investment Advisors LLC	Shares	4.0KSH	$421.6K
22	LRI Investments, LLC	Shares	3.9KSH	$401.3K
23	MinichMacGregor Wealth Management, LLC	Shares	3.6KSH	$378.2K
24	PFG Investments, LLC	Shares	3.4KSH	$358.3K
25	Sound Income Strategies, LLC	Shares	3.0KSH	$312.0K
26	DAVENPORT & Co LLC	Shares	2.9KSH	$306.6K
27	Procyon Advisors, LLC	Shares	2.9KSH	$299.5K
28	Berbice Capital Management LLC	Shares	2.6KSH	$272.3K
29	Grant Private Wealth Management Inc	Shares	2.5KSH	$255.8K
30	Cyndeo Wealth Partners, LLC	Shares	2.4KSH	$251.1K
31	Cornerstone Wealth Management, LLC	Shares	2.4KSH	$250.2K
32	CAPITAL ADVISORS INC/OK	Shares	2.4KSH	$249.8K
33	Sherman Wealth Management LLC	Shares	2.3KSH	$239.0K
34	Western Financial Corp/CA	Shares	2.2KSH	$229.7K
35	IFP Advisors, Inc	Shares	722SH	$75.2K
36	Indiana Trust & Investment Management Co	Shares	715SH	$74.4K
37	GGM Financial LLC	Shares	631SH	$65.7K
38	Harbor Asset Planning, Inc.	Shares	586SH	$61.0K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	573SH	$57.4K
40	SOA Wealth Advisors, LLC.	Shares	539SH	$56.1K
41	Farther Finance Advisors, LLC	Shares	536SH	$55.8K
42	Blue Trust, Inc.	Shares	426SH	$44.3K
43	NorthAvenue LLC	Shares	234SH	$24.4K
44	EverSource Wealth Advisors, LLC	Shares	223SH	$23.2K
45	Register Financial Advisors LLC	Shares	200SH	$20.8K
46	ARMSTRONG ADVISORY GROUP, INC	Shares	20SH	$2.1K
47	HM PAYSON & CO	Shares	10SH	$1.0K
48	Aspen Investment Management Inc	Shares	8.6KSH	$896
49	PARK AVENUE SECURITIES LLC	Shares	5.3KSH	$555
50	First PREMIER Bank	Shares	125SH	$13

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

50 / 53 loaded

#		Instrument
1	Berkshire Money Management, Inc. trimmed	Shares	-10.2K	+$9.7M	$23.4M
2	StoneCrest Wealth Management, Inc. new	Shares	+68.3K	+$7.1M	$7.1M
3	Nilsine Partners, LLC new	Shares	+15.2K	+$1.6M	$1.6M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+12.4K	+$1.3M	$1.3M
5	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8.3K	+$1.0M	$1.3M
6	Bay Capital Advisors, LLC trimmed	Shares	-159	+$992.2K	$2.3M
7	Dynamic Advisor Solutions LLC trimmed	Shares	-1.9K	+$851.0K	$2.2M
8	Hennion & Walsh Asset Management, Inc. new	Shares	+7.4K	+$767.7K	$767.7K
9	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+6.4K	+$664.6K	$664.6K
10	CoreCap Advisors, LLC trimmed	Shares	-7	+$583.0K	$1.3M
11	Prospera Financial Services Inc new	Shares	+5.3K	+$550.8K	$550.8K
12	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+194	+$496.5K	$1.1M
13	National Wealth Management Group, LLC new	Shares	+4.2K	+$434.7K	$434.7K
14	Allen Mooney & Barnes Investment Advisors LLC new	Shares	+4.0K	+$421.6K	$421.6K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+21	+$400.1K	$998.1K
16	MinichMacGregor Wealth Management, LLC new	Shares	+3.6K	+$378.2K	$378.2K
17	SeaCrest Wealth Management, LLC added	Shares	+877	+$375.0K	$732.8K
18	PFG Investments, LLC new	Shares	+3.4K	+$358.3K	$358.3K
19	Brookwood Investment Group LLC trimmed	Shares	-1.3K	+$329.2K	$912.5K
20	Sandy Cove Advisors, LLC unchanged	Shares	0	+$324.6K	$734.1K
21	Wealthcare Advisory Partners LLC added	Shares	+108	+$310.5K	$687.9K
22	DAVENPORT & Co LLC new	Shares	+2.9K	+$306.6K	$306.6K
23	Procyon Advisors, LLC new	Shares	+2.9K	+$299.5K	$299.5K
24	NOVEM GROUP added	Shares	+892	+$275.2K	$505.1K
25	Berbice Capital Management LLC new	Shares	+2.6K	+$272.3K	$272.3K
26	Grant Private Wealth Management Inc new	Shares	+2.5K	+$255.8K	$255.8K
27	Cyndeo Wealth Partners, LLC new	Shares	+2.4K	+$251.1K	$251.1K
28	Cornerstone Wealth Management, LLC new	Shares	+2.4K	+$250.2K	$250.2K
29	CAPITAL ADVISORS INC/OK new	Shares	+2.4K	+$249.8K	$249.8K
30	Sherman Wealth Management LLC new	Shares	+2.3K	+$239.0K	$239.0K
31	Western Financial Corp/CA new	Shares	+2.2K	+$229.7K	$229.7K
32	Focus Financial Network, Inc. added	Shares	+350	+$226.6K	$466.4K
33	LRI Investments, LLC unchanged	Shares	0	+$177.5K	$401.3K
34	Sound Income Strategies, LLC trimmed	Shares	-57	+$130.4K	$312.0K
35	IFP Advisors, Inc added	Shares	+60	+$36.7K	$75.2K
36	Indiana Trust & Investment Management Co unchanged	Shares	0	+$32.9K	$74.4K
37	GGM Financial LLC unchanged	Shares	0	+$29.0K	$65.7K
38	Harbor Asset Planning, Inc. unchanged	Shares	0	+$27.0K	$61.0K
39	SOA Wealth Advisors, LLC. trimmed	Shares	-10	+$24.2K	$56.1K
40	Farther Finance Advisors, LLC unchanged	Shares	0	+$23.9K	$55.8K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$23.3K	$57.4K
42	Blue Trust, Inc. unchanged	Shares	0	+$19.6K	$44.3K
43	NorthAvenue LLC unchanged	Shares	0	+$10.8K	$24.4K
44	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$10.3K	$23.2K
45	Register Financial Advisors LLC unchanged	Shares	0	+$9.2K	$20.8K
46	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$920	$2.1K
47	HM PAYSON & CO unchanged	Shares	0	+$460	$1.0K
48	Aspen Investment Management Inc added	Shares	+845	+$445	$896
49	PARK AVENUE SECURITIES LLC added	Shares	+241	+$260	$555
50	First PREMIER Bank unchanged	Shares	0	+$6	$13

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