Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	Avior Wealth Management, LLC	Shares	2.4MSH	$43.8M
2	MANCHESTER FINANCIAL INC	Shares	2.3MSH	$42.3M
3	TLWM	Shares	1.6MSH	$29.7M
4	Clark Asset Management, LLC	Shares	1.4MSH	$26.1M
5	Brookstone Capital Management	Shares	1.2MSH	$22.6M
6	Capital Investment Counsel, LLC	Shares	951.1KSH	$17.7M
7	KIRR MARBACH & CO LLC /IN/	Shares	676.4KSH	$12.6M
8	COOKSON PEIRCE & CO INC	Shares	595.6KSH	$11.1M
9	CENTRAL VALLEY ADVISORS, LLC	Shares	572.2KSH	$10.6M
10	Sound Stewardship, LLC	Shares	458.3KSH	$8.5M
11	Paradiem, LLC	Shares	414.9KSH	$7.7M
12	Ledgewood Wealth Advisors, LLC	Shares	404.5KSH	$7.5M
13	Carroll Advisory Group, LLC	Shares	374.5KSH	$7.0M
14	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	348.6KSH	$6.5M
15	Financial Solutions Advisory Group, Inc.	Shares	338.2KSH	$6.3M
16	AA Financial Advisors, LLC	Shares	326.4KSH	$6.1M
17	Wilkins Miller Wealth Management, LLC	Shares	317.1KSH	$5.9M
18	BCS Wealth Management	Shares	308.5KSH	$5.7M
19	HOWARD WEALTH MANAGEMENT, LLC	Shares	300.1KSH	$5.6M
20	Red Spruce Capital, LLC	Shares	297.7KSH	$5.5M
21	Farnam Financial LLC	Shares	295.9KSH	$5.5M
22	NorthAvenue LLC	Shares	269.4KSH	$5.0M
23	WEBSTER BANK, N. A.	Shares	267.7KSH	$5.0M
24	Trilogy Capital Inc.	Shares	248.2KSH	$4.6M
25	Parisi Gray Wealth Management	Shares	225.4KSH	$4.2M
26	Laurel Wealth Advisors LLC	Shares	220.9KSH	$4.1M
27	Apollon Wealth Management, LLC	Shares	216.0KSH	$4.0M
28	Prospera Financial Services Inc	Shares	201.7KSH	$3.7M
29	Infinity Wealth Counsel, LLC	Shares	198.6KSH	$3.7M
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	186.6KSH	$3.5M
31	Pacific Wealth Strategies Group, Inc.	Shares	180.6KSH	$3.4M
32	Old Port Advisors	Shares	177.6KSH	$3.3M
33	Ironwood Financial, llc	Shares	151.1KSH	$2.8M
34	Oliver Luxxe Assets LLC	Shares	138.7KSH	$2.6M
35	Milestones Private Investment Advisors LLC	Shares	136.4KSH	$2.5M
36	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	126.4KSH	$2.3M
37	CRA Financial Services, LLC	Shares	123.3KSH	$2.3M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	106.5KSH	$2.0M
39	SEMITAM BONAM LLC	Shares	104.8KSH	$1.9M
40	Legacy Wealth Management, LLC / MS	Shares	99.0KSH	$1.8M
41	Hennion & Walsh Asset Management, Inc.	Shares	87.0KSH	$1.6M
42	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	86.2KSH	$1.6M
43	J.W. COLE ADVISORS, INC.	Shares	85.7KSH	$1.6M
44	EVERPAR ADVISORS LLC	Shares	80.9KSH	$1.5M
45	CONTINUUM WEALTH ADVISORS, LLC	Shares	78.1KSH	$1.5M
46	Matthew Goff Investment Advisor, LLC	Shares	75.6KSH	$1.4M
47	Meridian Financial Partners LLC	Shares	68.0KSH	$1.3M
48	Independence Bank of Kentucky	Shares	67.2KSH	$1.2M
49	Whitener Capital Management, Inc.	Shares	64.9KSH	$1.2M
50	Kohmann Bosshard Financial Services, LLC	Shares	63.8KSH	$1.2M

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

50 / 131 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+216.0K	+$4.0M	$4.0M
2	Clark Asset Management, LLC added	Shares	+162.6K	+$2.9M	$26.1M
3	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+117.3K	+$2.2M	$6.5M
4	J.W. COLE ADVISORS, INC. new	Shares	+85.7K	+$1.6M	$1.6M
5	WEBSTER BANK, N. A. added	Shares	+71.0K	+$1.3M	$5.0M
6	Carroll Advisory Group, LLC added	Shares	+69.2K	+$1.3M	$7.0M
7	Pacific Wealth Strategies Group, Inc. added	Shares	+65.9K	+$1.2M	$3.4M
8	Sound Stewardship, LLC added	Shares	+49.1K	+$876.9K	$8.5M
9	CITY HOLDING CO new	Shares	+45.1K	+$838.4K	$838.4K
10	Red Spruce Capital, LLC added	Shares	+37.7K	+$678.2K	$5.5M
11	Ledgewood Wealth Advisors, LLC added	Shares	+38.0K	+$673.6K	$7.5M
12	MANCHESTER FINANCIAL INC added	Shares	+40.7K	+$564.1K	$42.3M
13	Wedmont Private Capital new	Shares	+26.6K	+$494.6K	$494.6K
14	TLWM added	Shares	+33.2K	+$482.6K	$29.7M
15	BCS Wealth Management added	Shares	+24.5K	+$430.5K	$5.7M
16	MISSION WEALTH MANAGEMENT, LP added	Shares	+22.2K	+$410.4K	$941.7K
17	Farnam Financial LLC added	Shares	+20.2K	+$351.3K	$5.5M
18	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+15.7K	+$281.7K	$2.3M
19	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+16.1K	+$274.6K	$5.6M
20	McElhenny Sheffield Capital Management, LLC new	Shares	+14.5K	+$269.9K	$269.9K
21	SJS Investment Consulting Inc. added	Shares	+13.4K	+$246.5K	$933.3K
22	Berman McAleer LLC new	Shares	+13.2K	+$245.5K	$245.5K
23	Infinity Wealth Counsel, LLC added	Shares	+13.6K	+$236.5K	$3.7M
24	NorthAvenue LLC added	Shares	+13.7K	+$231.9K	$5.0M
25	Laurel Wealth Advisors LLC added	Shares	+13.5K	+$230.6K	$4.1M
26	Aprio Wealth Management, LLC added	Shares	+12.3K	+$227.3K	$690.1K
27	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+11.2K	+$207.4K	$207.4K
28	Somerset Trust Co new	Shares	+11.1K	+$205.9K	$205.9K
29	Stonebridge Financial Group, LLC new	Shares	+10.9K	+$202.8K	$202.8K
30	Cornerstone Wealth Management, LLC new	Shares	+10.9K	+$201.9K	$201.9K
31	IRON Financial LLC new	Shares	+10.7K	+$198.9K	$198.9K
32	Gradient Capital Advisors, LLC new	Shares	+10.4K	+$194.1K	$194.1K
33	Whitener Capital Management, Inc. added	Shares	+9.6K	+$173.9K	$1.2M
34	EVERPAR ADVISORS LLC added	Shares	+8.9K	+$159.8K	$1.5M
35	Oliver Luxxe Assets LLC added	Shares	+8.8K	+$151.8K	$2.6M
36	SAX WEALTH ADVISORS, LLC added	Shares	+8.0K	+$141.6K	$897.2K
37	Wealthcare Advisory Partners LLC added	Shares	+7.5K	+$137.8K	$419.1K
38	American Institute for Advanced Investment Management, LLP added	Shares	+6.3K	+$113.2K	$792.2K
39	Prospera Financial Services Inc added	Shares	+6.9K	+$112.2K	$3.7M
40	DAVENPORT & Co LLC added	Shares	+5.3K	+$98.0K	$361.9K
41	CONTINUUM WEALTH ADVISORS, LLC added	Shares	+5.5K	+$96.0K	$1.5M
42	Ironwood Financial, llc added	Shares	+5.9K	+$88.7K	$2.8M
43	COOKSON PEIRCE & CO INC added	Shares	+7.5K	+$88.5K	$11.1M
44	Farther Finance Advisors, LLC added	Shares	+4.6K	+$84.4K	$417.8K
45	FIRST HORIZON CORP added	Shares	+4.5K	+$80.7K	$507.3K
46	Old Port Advisors added	Shares	+5.1K	+$80.4K	$3.3M
47	Independence Bank of Kentucky added	Shares	+4.5K	+$78.6K	$1.2M
48	Financial Solutions Advisory Group, Inc. added	Shares	+5.5K	+$70.9K	$6.3M
49	Hennion & Walsh Asset Management, Inc. added	Shares	+4.2K	+$70.2K	$1.6M
50	Capital Investment Advisory Services, LLC new	Shares	+3.5K	+$65.1K	$65.1K

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