Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Mirador Capital Partners LP	Shares	560.9KSH	$12.2M
2	BANTA ASSET MANAGEMENT LP	Shares	333.4KSH	$7.2M
3	HOWARD WEALTH MANAGEMENT, LLC	Shares	208.4KSH	$4.5M
4	Intrua Financial, LLC	Shares	184.3KSH	$4.0M
5	Pacific Wealth Strategies Group, Inc.	Shares	157.6KSH	$3.4M
6	Prospera Financial Services Inc	Shares	152.6KSH	$3.3M
7	Turning Point Benefit Group, Inc.	Shares	108.8KSH	$2.4M
8	Ironwood Financial, llc	Shares	103.6KSH	$2.3M
9	Hennion & Walsh Asset Management, Inc.	Shares	85.5KSH	$1.9M
10	Sound Stewardship, LLC	Shares	65.4KSH	$1.4M
11	Accurate Wealth Management, LLC	Shares	57.5KSH	$1.3M
12	Altium Investment Strategies LLC	Shares	54.7KSH	$1.2M
13	Segment Wealth Management, LLC	Shares	53.6KSH	$1.2M
14	Sidoxia Capital Management, LLC	Shares	48.3KSH	$1.0M
15	AA Financial Advisors, LLC	Shares	37.8KSH	$821.1K
16	Brookstone Capital Management	Shares	36.0KSH	$783.4K
17	Farnam Financial LLC	Shares	34.7KSH	$755.1K
18	Quad-Cities Investment Group, LLC	Shares	33.3KSH	$724.6K
19	Key FInancial Inc	Shares	31.5KSH	$684.0K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	29.1KSH	$632.6K
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	27.8KSH	$605.4K
22	Ballew Advisors, Inc	Shares	25.3KSH	$551.5K
23	Kraft, Davis & Associates, LLC	Shares	24.1KSH	$523.8K
24	Meriwether Wealth & Planning, LLC	Shares	22.3KSH	$484.0K
25	Net Worth Advisory Group	Shares	19.4KSH	$420.8K
26	Ledgewood Wealth Advisors, LLC	Shares	18.8KSH	$409.7K
27	Farther Finance Advisors, LLC	Shares	16.7KSH	$362.9K
28	J.W. COLE ADVISORS, INC.	Shares	16.2KSH	$353.3K
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.8KSH	$322.2K
30	Dynamic Advisor Solutions LLC	Shares	11.6KSH	$253.3K
31	Cambridge Financial Group, LLC	Shares	10.3KSH	$224.4K
32	AdvisorNet Financial, Inc	Shares	5.8KSH	$125.6K
33	WOLFF WIESE MAGANA LLC	Shares	2.9KSH	$62.9K
34	IFP Advisors, Inc	Shares	2.9KSH	$62.6K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.8KSH	$39.5K
36	Sarver Vrooman Wealth Advisors	Shares	1.3KSH	$28.9K
37	HORIZON FINANCIAL SERVICES, LLC	Shares	1.3KSH	$28.5K
38	Tradewinds Capital Management, LLC	Shares	1.3KSH	$28.0K
39	GAMMA Investing LLC	Shares	1.2KSH	$26.8K
40	Community Financial Services Group, LLC	Shares	125SH	$2.7K
41	CX Institutional	Shares	1.4KSH	$30

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

43 / 43 loaded

#		Instrument
1	Mirador Capital Partners LP added	Shares	+537.6K	+$11.7M	$12.2M
2	Intrua Financial, LLC added	Shares	+128.7K	+$2.8M	$4.0M
3	Turning Point Benefit Group, Inc. added	Shares	+43.3K	+$940.3K	$2.4M
4	Accurate Wealth Management, LLC added	Shares	+41.3K	+$900.5K	$1.3M
5	Pacific Wealth Strategies Group, Inc. added	Shares	+38.7K	+$849.2K	$3.4M
6	Altium Investment Strategies LLC added	Shares	+38.5K	+$838.9K	$1.2M
7	Farnam Financial LLC new	Shares	+34.7K	+$755.1K	$755.1K
8	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+23.7K	+$526.7K	$4.5M
9	Quad-Cities Investment Group, LLC added	Shares	+19.4K	+$421.6K	$724.6K
10	J.W. COLE ADVISORS, INC. new	Shares	+16.2K	+$353.3K	$353.3K
11	Dynamic Advisor Solutions LLC new	Shares	+11.6K	+$253.3K	$253.3K
12	Sidoxia Capital Management, LLC added	Shares	+8.8K	+$193.3K	$1.0M
13	AA Financial Advisors, LLC added	Shares	+4.7K	+$103.4K	$821.1K
14	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.6K	+$102.5K	$605.4K
15	Key FInancial Inc added	Shares	+3.2K	+$70.8K	$684.0K
16	AdvisorNet Financial, Inc added	Shares	+3.0K	+$64.3K	$125.6K
17	BANTA ASSET MANAGEMENT LP added	Shares	+1.9K	+$60.1K	$7.2M
18	Sound Stewardship, LLC added	Shares	+2.4K	+$55.4K	$1.4M
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.8K	+$39.5K	$39.5K
20	IFP Advisors, Inc added	Shares	+1.6K	+$34.4K	$62.6K
21	Prospera Financial Services Inc added	Shares	+463	+$19.2K	$3.3M
22	WOLFF WIESE MAGANA LLC added	Shares	+687	+$15.1K	$62.9K
23	Farther Finance Advisors, LLC added	Shares	+296	+$7.0K	$362.9K
24	Ledgewood Wealth Advisors, LLC added	Shares	+93	+$3.2K	$409.7K
25	Meriwether Wealth & Planning, LLC unchanged	Shares	0	+$1.3K	$484.0K
26	Sarver Vrooman Wealth Advisors unchanged	Shares	0	+$119	$28.9K
27	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	+$79	$28.5K
28	GAMMA Investing LLC unchanged	Shares	0	+$74	$26.8K
29	Community Financial Services Group, LLC unchanged	Shares	0	+$5	$2.7K
30	CX Institutional trimmed	Shares	-557	-$12	$30
31	Tradewinds Capital Management, LLC trimmed	Shares	-23	-$433	$28.0K
32	Kraft, Davis & Associates, LLC added	Shares	+26	-$1.2K	$523.8K
33	Ballew Advisors, Inc unchanged	Shares	0	-$2.3K	$551.5K
34	Segment Wealth Management, LLC trimmed	Shares	-525	-$8.2K	$1.2M
35	Lodestone Wealth Management LLC exited	Shares	-584	-$12.7K	$0
36	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-1.8K	-$36.6K	$632.6K
37	Ironwood Financial, llc trimmed	Shares	-2.1K	-$37.5K	$2.3M
38	Cambridge Financial Group, LLC trimmed	Shares	-2.3K	-$48.8K	$224.4K
39	Brookstone Capital Management trimmed	Shares	-3.9K	-$82.6K	$783.4K
40	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-4.7K	-$97.4K	$1.9M
41	Net Worth Advisory Group trimmed	Shares	-8.9K	-$191.0K	$420.8K
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-10.4K	-$224.5K	$322.2K
43	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC exited	Shares	-90.1K	-$2.0M	$0