Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Bond & Devick Financial Network, Inc.	Shares	319.7KSH	$41.2M
2	Altus Wealth Management, LLC	Shares	313.7KSH	$40.5M
3	Prentice Wealth Management LLC	Shares	142.6KSH	$18.4M
4	YHB Investment Advisors, Inc.	Shares	90.0KSH	$11.6M
5	Forza Wealth Management, LLC	Shares	84.3KSH	$10.9M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.2KSH	$9.0M
7	Merit Financial Group, LLC	Shares	56.5KSH	$7.3M
8	KPP Advisory Services LLC	Shares	54.4KSH	$7.0M
9	FIFTH THIRD SECURITIES, INC.	Shares	53.4KSH	$6.9M
10	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	31.3KSH	$4.0M
11	National Wealth Management Group, LLC	Shares	22.4KSH	$2.9M
12	Wealth Enhancement Trust Services, Inc.	Shares	18.9KSH	$2.4M
13	Paradigm, Strategies in Wealth Management, LLC	Shares	15.6KSH	$2.0M
14	Prospera Financial Services Inc	Shares	12.1KSH	$1.6M
15	Sovereign Financial Group, Inc.	Shares	11.7KSH	$1.5M
16	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	10.4KSH	$1.3M
17	JFS WEALTH ADVISORS, LLC	Shares	9.2KSH	$1.2M
18	SeaCrest Wealth Management, LLC	Shares	9.0KSH	$1.2M
19	J.W. COLE ADVISORS, INC.	Shares	7.8KSH	$1.0M
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	7.6KSH	$981.0K
21	Allegheny Financial Group	Shares	7.4KSH	$955.0K
22	D.A. DAVIDSON & CO.	Shares	3.8KSH	$488.1K
23	RFG Advisory, LLC	Shares	3.2KSH	$417.4K
24	Princeton Global Asset Management LLC	Shares	3.2KSH	$413.4K
25	Focus Financial Network, Inc.	Shares	3.1KSH	$400.3K
26	Farther Finance Advisors, LLC	Shares	2.8KSH	$366.8K
27	FLC Capital Advisors	Shares	2.8KSH	$361.3K
28	Brookstone Capital Management	Shares	2.2KSH	$287.1K
29	Apollon Financial, LLC	Shares	2.0KSH	$263.6K
30	FORONJY FINANCIAL LLC	Shares	1.9KSH	$246.2K
31	KMG FIDUCIARY PARTNERS, LLC	Shares	1.8KSH	$232.5K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$225.0K
33	Harbor Asset Planning, Inc.	Shares	1.7KSH	$213.7K
34	Apella Capital, LLC	Shares	1.6KSH	$203.1K
35	IFP Advisors, Inc	Shares	1.1KSH	$142.7K
36	Nova Wealth Management, Inc.	Shares	958SH	$123.6K
37	Spire Wealth Management	Shares	793SH	$102.3K
38	EverSource Wealth Advisors, LLC	Shares	759SH	$97.9K
39	LifeSteps Financial, Inc.	Shares	68SH	$8.8K
40	HHM Wealth Advisors, LLC	Shares	50SH	$6.5K
41	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	37SH	$4.8K
42	CoreCap Advisors, LLC	Shares	23SH	$3.0K
43	PARK AVENUE SECURITIES LLC	Shares	14.1KSH	$1.8K

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

46 / 46 loaded

#		Instrument
1	Bond & Devick Financial Network, Inc. added	Shares	+8.2K	+$5.4M	$41.2M
2	Altus Wealth Management, LLC added	Shares	+5.0K	+$4.9M	$40.5M
3	YHB Investment Advisors, Inc. added	Shares	+11.5K	+$2.6M	$11.6M
4	Prentice Wealth Management LLC added	Shares	+3.7K	+$2.4M	$18.4M
5	Forza Wealth Management, LLC added	Shares	+5.6K	+$1.8M	$10.9M
6	Paradigm, Strategies in Wealth Management, LLC added	Shares	+10.9K	+$1.5M	$2.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.2K	+$1.4M	$9.0M
8	Merit Financial Group, LLC added	Shares	+2.8K	+$1.1M	$7.3M
9	Prospera Financial Services Inc added	Shares	+8.1K	+$1.1M	$1.6M
10	FIFTH THIRD SECURITIES, INC. added	Shares	+851	+$833.3K	$6.9M
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+1.4K	+$591.9K	$4.0M
12	Farther Finance Advisors, LLC added	Shares	+2.3K	+$301.0K	$366.8K
13	Brookstone Capital Management new	Shares	+2.2K	+$287.1K	$287.1K
14	Wealth Enhancement Trust Services, Inc. added	Shares	+118	+$273.4K	$2.4M
15	Apollon Financial, LLC new	Shares	+2.0K	+$263.6K	$263.6K
16	National Wealth Management Group, LLC trimmed	Shares	-764	+$221.1K	$2.9M
17	Apella Capital, LLC new	Shares	+1.6K	+$203.1K	$203.1K
18	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+434	+$193.7K	$1.3M
19	SeaCrest Wealth Management, LLC added	Shares	+358	+$165.8K	$1.2M
20	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$126.8K	$1.2M
21	Sovereign Financial Group, Inc. trimmed	Shares	-333	+$122.6K	$1.5M
22	J.W. COLE ADVISORS, INC. added	Shares	+42	+$112.2K	$1.0M
23	Allegheny Financial Group added	Shares	+29	+$105.4K	$955.0K
24	D.A. DAVIDSON & CO. added	Shares	+250	+$80.9K	$488.1K
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-240	+$77.0K	$981.0K
26	Princeton Global Asset Management LLC added	Shares	+274	+$75.7K	$413.4K
27	FLC Capital Advisors unchanged	Shares	0	+$38.6K	$361.3K
28	Focus Financial Network, Inc. trimmed	Shares	-49	+$37.0K	$400.3K
29	KMG FIDUCIARY PARTNERS, LLC unchanged	Shares	0	+$24.8K	$232.5K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$24.1K	$225.0K
31	Harbor Asset Planning, Inc. added	Shares	+7	+$23.6K	$213.7K
32	Spire Wealth Management unchanged	Shares	0	+$10.9K	$102.3K
33	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$10.5K	$97.9K
34	LifeSteps Financial, Inc. new	Shares	+68	+$8.8K	$8.8K
35	HHM Wealth Advisors, LLC unchanged	Shares	0	+$689	$6.5K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$510	$4.8K
37	CoreCap Advisors, LLC unchanged	Shares	0	+$316	$3.0K
38	PARK AVENUE SECURITIES LLC trimmed	Shares	-273	+$163	$1.8K
39	IFP Advisors, Inc trimmed	Shares	-157	-$2.9K	$142.7K
40	Sound Income Strategies, LLC exited	Shares	-383	-$44.2K	$0
41	RFG Advisory, LLC trimmed	Shares	-1.1K	-$85.6K	$417.4K
42	Diversified Trust Co exited	Shares	-2.2K	-$249.5K	$0
43	Stenger Family Office, LLC exited	Shares	-2.4K	-$278.8K	$0
44	Nova Wealth Management, Inc. trimmed	Shares	-4.0K	-$453.1K	$123.6K
45	FORONJY FINANCIAL LLC trimmed	Shares	-14.0K	-$1.6M	$246.2K
46	KPP Advisory Services LLC trimmed	Shares	-47.8K	-$4.8M	$7.0M