Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Santori & Peters, Inc.	Shares	36.7KSH	$1.7M
2	SeaCrest Wealth Management, LLC	Shares	23.3KSH	$1.1M
3	BENJAMIN EDWARDS INC	Shares	23.2KSH	$1.1M
4	Merit Financial Group, LLC	Shares	20.9KSH	$950.5K
5	HARBOR INVESTMENT ADVISORY, LLC	Shares	19.9KSH	$907.6K
6	David J Yvars Group	Shares	17.4KSH	$793.7K
7	J.W. COLE ADVISORS, INC.	Shares	13.1KSH	$598.1K
8	Sowell Financial Services LLC	Shares	11.6KSH	$527.5K
9	RDA Financial Network	Shares	11.2KSH	$510.9K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.3KSH	$494.7K
11	Austin Wealth Management, LLC	Shares	9.7KSH	$469.0K
12	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	7.7KSH	$349.1K
13	Global Financial Private Client, LLC	Shares	6.7KSH	$303.8K
14	Sound Income Strategies, LLC	Shares	6.6KSH	$300.8K
15	TCFG Investment Advisors, LLC	Shares	6.6KSH	$300.0K
16	PFG Investments, LLC	Shares	6.1KSH	$277.8K
17	PFG Advisors	Shares	5.9KSH	$266.9K
18	Onyx Bridge Wealth Group LLC	Shares	5.4KSH	$243.9K
19	FIFTH THIRD SECURITIES, INC.	Shares	5.0KSH	$227.3K
20	EQUITABLE TRUST CO	Shares	4.5KSH	$207.0K
21	RCW Management, LLC	Shares	4.4KSH	$200.5K
22	VAQUERO PRIVATE WEALTH, LTD	Shares	2.2KSH	$98.7K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.1KSH	$50.1K
24	IFP Advisors, Inc	Shares	450SH	$20.5K
25	Farther Finance Advisors, LLC	Shares	295SH	$13.4K
26	Darwin Wealth Management, LLC	Shares	285SH	$13.0K
27	Central Pacific Bank - Trust Division	Shares	240SH	$10.9K
28	Robbins Farley	Shares	238SH	$10.8K
29	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	220SH	$10.0K
30	SOA Wealth Advisors, LLC.	Shares	160SH	$7.3K
31	Founders Capital Management	Shares	95SH	$4.3K
32	Abound Wealth Management	Shares	92SH	$4.2K

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

33 / 33 loaded

#		Instrument
1	RCW Management, LLC new	Shares	+4.4K	+$200.5K	$200.5K
2	BENJAMIN EDWARDS INC added	Shares	+2.2K	+$117.9K	$1.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+177	+$41.0K	$494.7K
4	Austin Wealth Management, LLC added	Shares	+70	+$34.0K	$469.0K
5	SeaCrest Wealth Management, LLC added	Shares	+202	+$28.7K	$1.1M
6	Merit Financial Group, LLC unchanged	Shares	0	+$17.6K	$950.5K
7	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-156	+$9.9K	$907.6K
8	FIFTH THIRD SECURITIES, INC. added	Shares	+123	+$9.7K	$227.3K
9	RDA Financial Network unchanged	Shares	0	+$9.5K	$510.9K
10	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$6.5K	$349.1K
11	Global Financial Private Client, LLC unchanged	Shares	0	+$5.6K	$303.8K
12	PFG Investments, LLC unchanged	Shares	0	+$5.2K	$277.8K
13	EQUITABLE TRUST CO unchanged	Shares	0	+$3.8K	$207.0K
14	IFP Advisors, Inc unchanged	Shares	0	+$381	$20.5K
15	Darwin Wealth Management, LLC unchanged	Shares	0	+$241	$13.0K
16	Farther Finance Advisors, LLC unchanged	Shares	0	+$238	$13.4K
17	Central Pacific Bank - Trust Division unchanged	Shares	0	+$203	$10.9K
18	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$186	$10.0K
19	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$135	$7.3K
20	Founders Capital Management unchanged	Shares	0	+$81	$4.3K
21	Abound Wealth Management unchanged	Shares	0	+$77	$4.2K
22	Robbins Farley trimmed	Shares	-66	-$2.8K	$10.8K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$3.8K	$50.1K
24	TCFG Investment Advisors, LLC trimmed	Shares	-253	-$5.8K	$300.0K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-255	-$11.4K	$0
26	Sound Income Strategies, LLC trimmed	Shares	-445	-$14.6K	$300.8K
27	David J Yvars Group trimmed	Shares	-1.3K	-$43.0K	$793.7K
28	J.W. COLE ADVISORS, INC. trimmed	Shares	-2.0K	-$79.5K	$598.1K
29	Santori & Peters, Inc. trimmed	Shares	-3.5K	-$127.7K	$1.7M
30	Onyx Bridge Wealth Group LLC trimmed	Shares	-4.6K	-$199.6K	$243.9K
31	Sowell Financial Services LLC trimmed	Shares	-5.1K	-$219.5K	$527.5K
32	REDSTONE WEALTH MANAGEMENT, LLC exited	Shares	-5.1K	-$228.3K	$0
33	PFG Advisors trimmed	Shares	-33.0K	-$1.5M	$266.9K