Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 140 loaded

#		Instrument	quantity
1	AFFINITY WEALTH MANAGEMENT LLC	Shares	320.5KSH	$54.5M
2	Focus Financial Network, Inc.	Shares	125.4KSH	$21.3M
3	FIFTH THIRD SECURITIES, INC.	Shares	101.2KSH	$17.2M
4	Financial Partners Group, Inc	Shares	100.9KSH	$17.2M
5	MANCHESTER FINANCIAL INC	Shares	96.6KSH	$16.4M
6	Family Investment Center, Inc.	Shares	93.1KSH	$15.8M
7	Sound Income Strategies, LLC	Shares	92.6KSH	$15.8M
8	Insight Wealth Strategies, LLC	Shares	93.1KSH	$15.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	95.5KSH	$15.4M
10	J.W. COLE ADVISORS, INC.	Shares	80.2KSH	$13.7M
11	B. Riley Wealth Advisors, Inc.	Shares	53.7KSH	$9.0M
12	TITLEIST ASSET MANAGEMENT, LLC	Shares	48.8KSH	$8.3M
13	NWAM LLC	Shares	44.3KSH	$7.5M
14	FLAGSHIP HARBOR ADVISORS, LLC	Shares	41.4KSH	$7.0M
15	Kellett Wealth Advisors, LLC	Shares	38.7KSH	$6.6M
16	Guardian Asset Advisors, LLC	Shares	36.8KSH	$6.3M
17	BENJAMIN EDWARDS INC	Shares	35.0KSH	$6.0M
18	Braeburn Wealth Management LLC	Shares	33.9KSH	$5.8M
19	Symphony Financial Services, Inc.	Shares	33.1KSH	$5.6M
20	COLUMBIA ADVISORY PARTNERS LLC	Shares	32.2KSH	$5.5M
21	Guilbault Capital LLC	Shares	31.7KSH	$5.4M
22	HBW ADVISORY SERVICES LLC	Shares	31.6KSH	$5.4M
23	Accel Wealth Management	Shares	31.4KSH	$5.3M
24	Farther Finance Advisors, LLC	Shares	30.4KSH	$5.2M
25	Breakwater Capital Group	Shares	29.0KSH	$4.9M
26	Prospera Financial Services Inc	Shares	28.5KSH	$4.9M
27	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	28.3KSH	$4.8M
28	Colonial River Investments, LLC	Shares	27.5KSH	$4.7M
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	27.1KSH	$4.6M
30	Merit Financial Group, LLC	Shares	24.8KSH	$4.2M
31	Commonwealth Financial Services, LLC	Shares	24.7KSH	$4.2M
32	Paller Financial Services Inc	Shares	24.5KSH	$4.2M
33	TRUST CO OF TOLEDO NA /OH/	Shares	24.3KSH	$4.1M
34	Lynch Investment Planning, LLC	Shares	22.0KSH	$3.8M
35	Wealthcare Advisory Partners LLC	Shares	20.5KSH	$3.5M
36	Noble Wealth Management PBC	Shares	19.5KSH	$3.3M
37	Southland Equity Partners LLC	Shares	19.2KSH	$3.3M
38	Greenline Wealth Management LLC	Shares	19.1KSH	$3.3M
39	Independent Wealth Network Inc.	Shares	18.8KSH	$3.2M
40	Monetary Solutions, Ltd	Shares	17.5KSH	$3.0M
41	PFG Advisors	Shares	16.8KSH	$2.9M
42	Refined Wealth Management	Shares	16.4KSH	$2.8M
43	Wall Street Financial Group, Inc.	Shares	16.3KSH	$2.8M
44	Certified Advisory Corp	Shares	15.6KSH	$2.7M
45	JBR Co Financial Management Inc	Shares	15.5KSH	$2.6M
46	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	15.0KSH	$2.6M
47	RFG Advisory, LLC	Shares	14.5KSH	$2.5M
48	Total Clarity Wealth Management, Inc.	Shares	14.5KSH	$2.5M
49	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	14.2KSH	$2.4M
50	SigFig Wealth Management, LLC	Shares	13.6KSH	$2.3M

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

50 / 147 loaded

#		Instrument
1	B. Riley Wealth Advisors, Inc. added	Shares	+48.6K	+$8.3M	$9.0M
2	AFFINITY WEALTH MANAGEMENT LLC trimmed	Shares	-2.1K	+$7.7M	$54.5M
3	Guardian Asset Advisors, LLC new	Shares	+36.8K	+$6.3M	$6.3M
4	Braeburn Wealth Management LLC new	Shares	+33.9K	+$5.8M	$5.8M
5	Sound Income Strategies, LLC added	Shares	+12.4K	+$3.9M	$15.8M
6	Colonial River Investments, LLC added	Shares	+20.4K	+$3.7M	$4.7M
7	Focus Financial Network, Inc. added	Shares	+1.4K	+$3.4M	$21.3M
8	FIFTH THIRD SECURITIES, INC. added	Shares	+5.1K	+$3.3M	$17.2M
9	Noble Wealth Management PBC added	Shares	+18.2K	+$3.1M	$3.3M
10	Commonwealth Financial Services, LLC added	Shares	+16.5K	+$3.0M	$4.2M
11	MANCHESTER FINANCIAL INC added	Shares	+2.2K	+$2.7M	$16.4M
12	J.W. COLE ADVISORS, INC. added	Shares	+3.4K	+$2.5M	$13.7M
13	Financial Partners Group, Inc trimmed	Shares	-1.6K	+$2.3M	$17.2M
14	Insight Wealth Strategies, LLC added	Shares	+1.0K	+$2.1M	$15.5M
15	Wall Street Financial Group, Inc. added	Shares	+9.6K	+$1.8M	$2.8M
16	Urban Wealth Management, LLC new	Shares	+9.9K	+$1.7M	$1.7M
17	Family Investment Center, Inc. trimmed	Shares	-4.6K	+$1.7M	$15.8M
18	BLUE JEAN FINANCIAL LLC new	Shares	+9.4K	+$1.6M	$1.6M
19	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.6K	+$1.6M	$7.0M
20	Total Clarity Wealth Management, Inc. added	Shares	+8.1K	+$1.5M	$2.5M
21	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+1.3K	+$1.4M	$8.3M
22	PFG Advisors added	Shares	+6.4K	+$1.4M	$2.9M
23	TRUST CO OF TOLEDO NA /OH/ added	Shares	+4.7K	+$1.3M	$4.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-424	+$1.3M	$15.4M
25	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.0K	+$1.3M	$4.6M
26	NWAM LLC added	Shares	+682	+$1.2M	$7.5M
27	Accel Wealth Management added	Shares	+2.9K	+$1.2M	$5.3M
28	Guilbault Capital LLC added	Shares	+2.7K	+$1.2M	$5.4M
29	Kellett Wealth Advisors, LLC added	Shares	+1.5K	+$1.2M	$6.6M
30	Breakwater Capital Group added	Shares	+2.8K	+$1.1M	$4.9M
31	HBW ADVISORY SERVICES LLC added	Shares	+1.4K	+$1.0M	$5.4M
32	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+4.0K	+$961.2K	$2.6M
33	BENJAMIN EDWARDS INC added	Shares	+272	+$918.4K	$6.0M
34	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+622	+$900.0K	$5.5M
35	JBR Co Financial Management Inc added	Shares	+3.0K	+$899.0K	$2.6M
36	Symphony Financial Services, Inc. added	Shares	+249	+$868.2K	$5.6M
37	Farther Finance Advisors, LLC added	Shares	+893	+$814.5K	$5.2M
38	Monetary Solutions, Ltd added	Shares	+1.8K	+$696.8K	$3.0M
39	Independent Wealth Network Inc. added	Shares	+1.2K	+$654.1K	$3.2M
40	SeaCrest Wealth Management, LLC added	Shares	+2.2K	+$643.9K	$2.2M
41	Paller Financial Services Inc added	Shares	+74	+$627.3K	$4.2M
42	Greenline Wealth Management LLC added	Shares	+995	+$625.3K	$3.3M
43	Merit Financial Group, LLC trimmed	Shares	-197	+$593.9K	$4.2M
44	Spire Wealth Management added	Shares	+2.5K	+$563.7K	$1.4M
45	UNIQUE WEALTH, LLC added	Shares	+1.5K	+$511.6K	$2.0M
46	Wealthcare Advisory Partners LLC trimmed	Shares	-80	+$503.2K	$3.5M
47	Southland Equity Partners LLC trimmed	Shares	-89	+$468.8K	$3.3M
48	Certified Advisory Corp added	Shares	+428	+$453.4K	$2.7M
49	Lynch Investment Planning, LLC trimmed	Shares	-713	+$450.4K	$3.8M
50	Refined Wealth Management added	Shares	+27	+$415.4K	$2.8M

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