Filing Research | INVESCO EXCH TRADED FD TR II Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	AFFINITY WEALTH MANAGEMENT LLC	Shares	849.9KSH	$47.5M
2	Systelligence, LLC	Shares	335.6KSH	$18.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	314.0KSH	$17.0M
4	REDSTONE WEALTH MANAGEMENT, LLC	Shares	84.7KSH	$4.7M
5	Prospera Financial Services Inc	Shares	81.0KSH	$4.5M
6	Greenline Wealth Management LLC	Shares	44.0KSH	$2.5M
7	PFG Advisors	Shares	36.7KSH	$2.0M
8	VISTA INVESTMENT PARTNERS II, LLC	Shares	32.1KSH	$1.8M
9	Cyndeo Wealth Partners, LLC	Shares	20.6KSH	$1.2M
10	PFG Investments, LLC	Shares	19.8KSH	$1.1M
11	Formidable Asset Management, LLC	Shares	19.6KSH	$972.7K
12	RiverTree Advisors, LLC	Shares	15.4KSH	$859.4K
13	PETRA FINANCIAL ADVISORS INC	Shares	13.9KSH	$774.4K
14	WILLNER & HELLER, LLC	Shares	9.0KSH	$502.7K
15	Bensler, LLC	Shares	7.3KSH	$410.7K
16	IFP Advisors, Inc	Shares	6.8KSH	$378.7K
17	DRIVE WEALTH MANAGEMENT, LLC	Shares	6.4KSH	$356.5K
18	Farther Finance Advisors, LLC	Shares	5.6KSH	$314.5K
19	EWA, LLC	Shares	5.5KSH	$309.5K
20	Sequoia Financial Advisors, LLC	Shares	5.5KSH	$308.7K
21	Capital Investment Advisory Services, LLC	Shares	5.3KSH	$297.7K
22	BENJAMIN EDWARDS INC	Shares	5.2KSH	$291.8K
23	Apollon Wealth Management, LLC	Shares	5.2KSH	$291.5K
24	PRIVATE CLIENT SERVICES, LLC	Shares	5.0KSH	$276.7K
25	Spire Wealth Management	Shares	1.6KSH	$91.5K
26	DHJJ Financial Advisors, Ltd.	Shares	1.5KSH	$85.8K
27	LANARK FINANCIAL, INC.	Shares	1.4KSH	$76.1K
28	Wealth Enhancement Trust Services, Inc.	Shares	1.3KSH	$72.4K
29	Cape Investment Advisory, Inc.	Shares	950SH	$53.1K
30	Key FInancial Inc	Shares	406SH	$22.7K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	294SH	$16.3K
32	Aventura Private Wealth, LLC	Shares	110SH	$6.1K
33	Realta Investment Advisors	Shares	40SH	$2.2K
34	FARMERS & MERCHANTS INVESTMENTS INC	Shares	10SH	$559

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

35 / 35 loaded

#		Instrument
1	AFFINITY WEALTH MANAGEMENT LLC added	Shares	+5.2K	+$5.7M	$47.5M
2	Systelligence, LLC added	Shares	+483	+$2.2M	$18.8M
3	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+20.1K	+$1.5M	$4.7M
4	VISTA INVESTMENT PARTNERS II, LLC added	Shares	+25.6K	+$1.5M	$1.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.2K	+$1.0M	$17.0M
6	Greenline Wealth Management LLC added	Shares	+7.3K	+$641.6K	$2.5M
7	PFG Advisors added	Shares	+3.2K	+$391.3K	$2.0M
8	IFP Advisors, Inc new	Shares	+6.8K	+$378.7K	$378.7K
9	EWA, LLC new	Shares	+5.5K	+$309.5K	$309.5K
10	Sequoia Financial Advisors, LLC new	Shares	+5.5K	+$308.7K	$308.7K
11	WILLNER & HELLER, LLC added	Shares	+3.9K	+$249.1K	$502.7K
12	PFG Investments, LLC added	Shares	+1.4K	+$196.3K	$1.1M
13	Cyndeo Wealth Partners, LLC trimmed	Shares	-283	+$117.6K	$1.2M
14	PETRA FINANCIAL ADVISORS INC added	Shares	+96	+$93.1K	$774.4K
15	Bensler, LLC added	Shares	+553	+$74.2K	$410.7K
16	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+605	+$70.6K	$356.5K
17	Cape Investment Advisory, Inc. new	Shares	+950	+$53.1K	$53.1K
18	Formidable Asset Management, LLC added	Shares	+542	+$37.1K	$972.7K
19	BENJAMIN EDWARDS INC added	Shares	+42	+$35.4K	$291.8K
20	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$34.0K	$297.7K
21	Apollon Wealth Management, LLC unchanged	Shares	0	+$33.3K	$291.5K
22	PRIVATE CLIENT SERVICES, LLC unchanged	Shares	0	+$31.6K	$276.7K
23	Spire Wealth Management unchanged	Shares	0	+$10.4K	$91.5K
24	DHJJ Financial Advisors, Ltd. trimmed	Shares	-30	+$8.3K	$85.8K
25	Wealth Enhancement Trust Services, Inc. trimmed	Shares	-10	+$7.8K	$72.4K
26	Key FInancial Inc unchanged	Shares	0	+$2.6K	$22.7K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.3K	$16.3K
28	Realta Investment Advisors unchanged	Shares	0	+$255	$2.2K
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$64	$559
30	Aventura Private Wealth, LLC trimmed	Shares	-58	-$2.2K	$6.1K
31	Prospera Financial Services Inc trimmed	Shares	-10.5K	-$5.6K	$4.5M
32	Farther Finance Advisors, LLC trimmed	Shares	-3.1K	-$132.3K	$314.5K
33	RiverTree Advisors, LLC trimmed	Shares	-5.5K	-$174.1K	$859.4K
34	Monument Capital Management exited	Shares	-8.9K	-$438.5K	$0
35	LANARK FINANCIAL, INC. trimmed	Shares	-96.9K	-$4.8M	$76.1K