Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Arizona PSPRS Trust	PUT	1.6MSH	$112.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	626.2KSH	$43.3M
3	Brookstone Capital Management	Shares	417.6KSH	$28.6M
4	BALDWIN WEALTH PARTNERS LLC/MA	Shares	412.2KSH	$28.3M
5	Financial Enhancement Group LLC	Shares	365.7KSH	$25.1M
6	Financial Designs Corp	Shares	227.6KSH	$15.6M
7	Foguth Wealth Management, LLC.	Shares	206.7KSH	$14.2M
8	WALLER FINANCIAL PLANNING GROUP, INC	Shares	182.0KSH	$12.5M
9	ERn Financial, LLC	Shares	133.7KSH	$9.2M
10	RFG Advisory, LLC	Shares	59.7KSH	$4.1M
11	Dynamic Advisor Solutions LLC	Shares	56.9KSH	$3.9M
12	ORRSTOWN FINANCIAL SERVICES INC	Shares	50.7KSH	$3.5M
13	IFP Advisors, Inc	Shares	42.1KSH	$2.9M
14	Merit Financial Group, LLC	Shares	41.5KSH	$2.8M
15	Selby Wealth Management, LLC	Shares	41.5KSH	$2.8M
16	SteelPeak Wealth, LLC	Shares	35.6KSH	$2.4M
17	Colonial River Investments, LLC	Shares	33.1KSH	$2.3M
18	Apella Capital, LLC	Shares	27.2KSH	$1.9M
19	Wealthcare Advisory Partners LLC	Shares	24.6KSH	$1.7M
20	Longview Financial Advisors, Inc.	Shares	24.2KSH	$1.7M
21	Archford Capital Strategies, LLC	Shares	23.4KSH	$1.6M
22	Farther Finance Advisors, LLC	Shares	21.0KSH	$1.4M
23	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	20.6KSH	$1.4M
24	Diversified Trust Co	Shares	18.4KSH	$1.3M
25	FLAGSTAR SECURITIES, INC	Shares	17.3KSH	$1.2M
26	Spire Wealth Management	Shares	16.3KSH	$1.1M
27	Sowell Financial Services LLC	Shares	15.7KSH	$1.1M
28	ORBA Wealth Advisors, L.L.C.	Shares	14.0KSH	$960.4K
29	Apollon Wealth Management, LLC	Shares	14.0KSH	$959.2K
30	Apollon Financial, LLC	Shares	11.9KSH	$815.9K
31	J.W. COLE ADVISORS, INC.	Shares	11.8KSH	$811.6K
32	Waldron Private Wealth LLC	Shares	9.1KSH	$620.6K
33	TopTier Wealth Management, LLC	Shares	9.0KSH	$615.4K
34	Herold Advisors, Inc.	Shares	7.3KSH	$502.0K
35	Camelot Portfolios, LLC	Shares	6.7KSH	$457.3K
36	Liberty Atlantic Advisors LLC	Shares	6.2KSH	$427.6K
37	Williams & Novak, LLC	Shares	5.7KSH	$388.4K
38	WESPAC Advisors SoCal, LLC	Shares	5.5KSH	$378.7K
39	PFG Advisors	Shares	4.8KSH	$330.4K
40	Meridian Financial Advisors, LLC	Shares	4.5KSH	$309.7K
41	EdgeRock Capital LLC	Shares	4.5KSH	$309.0K
42	HBW ADVISORY SERVICES LLC	Shares	4.3KSH	$296.5K
43	Beacon Wealthcare LLC	Shares	4.2KSH	$288.6K
44	ACT Advisors, LLC.	Shares	4.2KSH	$284.9K
45	ARQ WEALTH ADVISORS, LLC	Shares	3.6KSH	$246.4K
46	FIRETHORN WEALTH PARTNERS, LLC	Shares	3.4KSH	$231.5K
47	RICHARDS, MERRILL & PETERSON, INC.	Shares	3.1KSH	$210.4K
48	Beacon Financial Strategies CORP	Shares	2.4KSH	$167.8K
49	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$162.4K
50	Beaird Harris Wealth Management, LLC	Shares	2.1KSH	$140.6K

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

50 / 67 loaded

#		Instrument
1	Arizona PSPRS Trust added	PUT	+3.6K	+$14.1M	$112.9M
2	Foguth Wealth Management, LLC. added	Shares	+81.4K	+$5.6M	$14.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.3K	+$5.6M	$43.3M
4	Brookstone Capital Management trimmed	Shares	-307	+$3.5M	$28.6M
5	Financial Enhancement Group LLC added	Shares	+21.8K	+$2.7M	$25.1M
6	BALDWIN WEALTH PARTNERS LLC/MA trimmed	Shares	-26.9K	+$1.9M	$28.3M
7	Financial Designs Corp trimmed	Shares	-3.9K	+$1.7M	$15.6M
8	Diversified Trust Co new	Shares	+18.4K	+$1.3M	$1.3M
9	WALLER FINANCIAL PLANNING GROUP, INC trimmed	Shares	-14.4K	+$664.3K	$12.5M
10	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+7.8K	+$642.9K	$1.4M
11	ERn Financial, LLC trimmed	Shares	-8.7K	+$600.1K	$9.2M
12	Camelot Portfolios, LLC new	Shares	+6.7K	+$457.3K	$457.3K
13	Colonial River Investments, LLC added	Shares	+1.1K	+$345.9K	$2.3M
14	Meridian Financial Advisors, LLC new	Shares	+4.5K	+$309.7K	$309.7K
15	Merit Financial Group, LLC trimmed	Shares	-821	+$300.2K	$2.8M
16	SteelPeak Wealth, LLC trimmed	Shares	-202	+$287.1K	$2.4M
17	Selby Wealth Management, LLC trimmed	Shares	-1.1K	+$282.0K	$2.8M
18	FLAGSTAR SECURITIES, INC added	Shares	+1.2K	+$216.3K	$1.2M
19	Longview Financial Advisors, Inc. trimmed	Shares	-144	+$195.1K	$1.7M
20	Beacon Financial Strategies CORP new	Shares	+2.4K	+$167.8K	$167.8K
21	Dynamic Advisor Solutions LLC trimmed	Shares	-5.7K	+$138.1K	$3.9M
22	Spire Wealth Management unchanged	Shares	0	+$137.5K	$1.1M
23	Archford Capital Strategies, LLC trimmed	Shares	-1.2K	+$125.8K	$1.6M
24	Wealthcare Advisory Partners LLC trimmed	Shares	-1.4K	+$122.4K	$1.7M
25	J.W. COLE ADVISORS, INC. added	Shares	+9	+$100.3K	$811.6K
26	Apollon Financial, LLC unchanged	Shares	0	+$100.2K	$815.9K
27	IFP Advisors, Inc trimmed	Shares	-4.3K	+$98.0K	$2.9M
28	Sowell Financial Services LLC trimmed	Shares	-666	+$91.7K	$1.1M
29	Apella Capital, LLC trimmed	Shares	-327	+$79.7K	$1.9M
30	TopTier Wealth Management, LLC added	Shares	+5	+$75.9K	$615.4K
31	Waldron Private Wealth LLC trimmed	Shares	-243	+$61.6K	$620.6K
32	Capital Investment Advisory Services, LLC added	Shares	+608	+$49.5K	$104.9K
33	WESPAC Advisors SoCal, LLC unchanged	Shares	0	+$46.5K	$378.7K
34	Herold Advisors, Inc. trimmed	Shares	-250	+$45.7K	$502.0K
35	HBW ADVISORY SERVICES LLC added	Shares	+9	+$37.0K	$296.5K
36	Beacon Wealthcare LLC unchanged	Shares	0	+$35.4K	$288.6K
37	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+91	+$31.3K	$210.4K
38	ORBA Wealth Advisors, L.L.C. trimmed	Shares	-1.6K	+$22.6K	$960.4K
39	EverSource Wealth Advisors, LLC added	Shares	+5	+$20.3K	$162.4K
40	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$17.3K	$140.6K
41	CoreCap Advisors, LLC added	Shares	+157	+$17.0K	$62.4K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3	+$11.7K	$101.6K
43	EdgeRock Capital LLC trimmed	Shares	-463	+$10.2K	$309.0K
44	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-311	+$9.7K	$231.5K
45	Abound Wealth Management added	Shares	+37	+$6.4K	$33.8K
46	Key FInancial Inc unchanged	Shares	0	+$3.8K	$31.3K
47	LifeSteps Financial, Inc. new	Shares	+43	+$2.9K	$2.9K
48	CGC Financial Services, LLC unchanged	Shares	0	+$632	$5.1K
49	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$589	$4.8K
50	LANARK FINANCIAL, INC. unchanged	Shares	0	+$572	$4.7K

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