Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Stewardship Advisors, LLC	Shares	567.0KSH	$19.5M
2	Total Clarity Wealth Management, Inc.	Shares	256.3KSH	$8.8M
3	Commonwealth Financial Services, LLC	Shares	136.8KSH	$4.7M
4	FIRETHORN WEALTH PARTNERS, LLC	Shares	30.3KSH	$1.0M
5	FLAGSHIP HARBOR ADVISORS, LLC	Shares	17.7KSH	$608.9K
6	Sowell Financial Services LLC	Shares	16.6KSH	$571.2K
7	Liberty Atlantic Advisors LLC	Shares	13.4KSH	$458.5K
8	Farther Finance Advisors, LLC	Shares	12.5KSH	$430.1K
9	Meridian Financial Advisors, LLC	Shares	12.1KSH	$415.5K
10	IFP Advisors, Inc	Shares	6.8KSH	$232.8K
11	Capital Investment Advisory Services, LLC	Shares	734SH	$25.2K
12	CoreCap Advisors, LLC	Shares	107SH	$3.7K
13	Capital Advisors, Ltd. LLC	Shares	2.8KSH	$96

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

13 / 13 loaded

#		Instrument
1	Commonwealth Financial Services, LLC new	Shares	+136.8K	+$4.7M	$4.7M
2	Total Clarity Wealth Management, Inc. added	Shares	+66.3K	+$2.8M	$8.8M
3	Stewardship Advisors, LLC added	Shares	+7.2K	+$1.8M	$19.5M
4	Liberty Atlantic Advisors LLC added	Shares	+2.2K	+$106.3K	$458.5K
5	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+4	+$48.0K	$608.9K
6	IFP Advisors, Inc added	Shares	+807	+$43.8K	$232.8K
7	Sowell Financial Services LLC trimmed	Shares	-67	+$42.8K	$571.2K
8	Meridian Financial Advisors, LLC added	Shares	+200	+$39.0K	$415.5K
9	Capital Investment Advisory Services, LLC new	Shares	+734	+$25.2K	$25.2K
10	CoreCap Advisors, LLC added	Shares	+2	+$352	$3.7K
11	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$7	$96
12	Farther Finance Advisors, LLC trimmed	Shares	-7.3K	-$205.3K	$430.1K
13	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-20.1K	-$555.6K	$1.0M

Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings