Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Cooper Financial Group	Shares	72.1KSH	$5.0M
2	Kellett Wealth Advisors, LLC	Shares	71.3KSH	$5.0M
3	NEW WAVE WEALTH ADVISORS LLC	Shares	58.2KSH	$4.1M
4	Fermata Advisors, LLC	Shares	52.3KSH	$3.6M
5	Premier Path Wealth Partners, LLC	Shares	49.9KSH	$3.5M
6	DOPKINS WEALTH MANAGEMENT, LLC	Shares	45.8KSH	$3.2M
7	Williams & Novak, LLC	Shares	35.1KSH	$2.4M
8	Farther Finance Advisors, LLC	Shares	30.7KSH	$2.1M
9	Spire Wealth Management	Shares	25.8KSH	$1.8M
10	OxenFree Capital LLC	Shares	18.4KSH	$1.3M
11	SFM, LLC	Shares	17.6KSH	$1.2M
12	Marshall Financial Group, LLC	Shares	16.9KSH	$1.2M
13	Eagle Strategies LLC	Shares	14.4KSH	$998.8K
14	Armbruster Capital Management, Inc.	Shares	9.1KSH	$632.9K
15	Southland Equity Partners LLC	Shares	8.9KSH	$622.0K
16	Valued Wealth Advisors LLC	Shares	7.6KSH	$530.7K
17	RFG Advisory, LLC	Shares	6.4KSH	$443.3K
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.4KSH	$377.7K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.1KSH	$356.5K
20	CoreCap Advisors, LLC	Shares	5.1KSH	$354.1K
21	Oath Planning, LLC	Shares	4.8KSH	$335.7K
22	Evanson Financial, LLC	Shares	4.5KSH	$310.0K
23	SHEETS SMITH WEALTH MANAGEMENT	Shares	3.7KSH	$260.3K
24	Greenline Wealth Management LLC	Shares	3.3KSH	$231.9K
25	RICHARDS, MERRILL & PETERSON, INC.	Shares	1.5KSH	$104.4K
26	Harbor Asset Planning, Inc.	Shares	973SH	$67.8K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	650SH	$45.2K
28	Wagner Wealth Management, LLC	Shares	294SH	$20.5K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	117SH	$8.2K
30	Blue Trust, Inc.	Shares	107SH	$7.4K
31	Main Street Group, LTD	Shares	79SH	$5.5K
32	Roble, Belko & Company, Inc	Shares	7SH	$0

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

34 / 34 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC new	Shares	+58.2K	+$4.1M	$4.1M
2	Premier Path Wealth Partners, LLC added	Shares	+10.3K	+$1.1M	$3.5M
3	Kellett Wealth Advisors, LLC added	Shares	+3.2K	+$855.6K	$5.0M
4	Cooper Financial Group added	Shares	+426	+$698.4K	$5.0M
5	Fermata Advisors, LLC added	Shares	+300	+$505.8K	$3.6M
6	DOPKINS WEALTH MANAGEMENT, LLC added	Shares	+524	+$459.0K	$3.2M
7	Williams & Novak, LLC added	Shares	+875	+$367.6K	$2.4M
8	Farther Finance Advisors, LLC trimmed	Shares	-461	+$247.5K	$2.1M
9	Spire Wealth Management trimmed	Shares	-101	+$234.2K	$1.8M
10	Eagle Strategies LLC added	Shares	+572	+$168.4K	$998.8K
11	Marshall Financial Group, LLC trimmed	Shares	-33	+$155.7K	$1.2M
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+616	+$87.8K	$377.7K
13	Armbruster Capital Management, Inc. unchanged	Shares	0	+$84.8K	$632.9K
14	Southland Equity Partners LLC trimmed	Shares	-161	+$73.7K	$622.0K
15	RFG Advisory, LLC trimmed	Shares	-18	+$58.4K	$443.3K
16	CoreCap Advisors, LLC added	Shares	+137	+$55.7K	$354.1K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-81	+$40.4K	$356.5K
18	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$34.9K	$260.3K
19	OxenFree Capital LLC trimmed	Shares	-1.3K	+$32.9K	$1.3M
20	Greenline Wealth Management LLC added	Shares	+7	+$31.5K	$231.9K
21	Valued Wealth Advisors LLC trimmed	Shares	-782	+$24.0K	$530.7K
22	RICHARDS, MERRILL & PETERSON, INC. unchanged	Shares	0	+$14.0K	$104.4K
23	Harbor Asset Planning, Inc. added	Shares	+4	+$9.3K	$67.8K
24	Blue Trust, Inc. new	Shares	+107	+$7.4K	$7.4K
25	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$6.1K	$45.2K
26	Wagner Wealth Management, LLC added	Shares	+1	+$2.8K	$20.5K
27	Main Street Group, LTD unchanged	Shares	0	+$737	$5.5K
28	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
29	Sound Income Strategies, LLC exited	Shares	0	-$13	$0
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-20	-$117	$8.2K
31	Longview Financial Advisors, Inc. exited	Shares	-33	-$2.0K	$0
32	CFG Wealth Management Services, Inc. exited	Shares	-175	-$10.5K	$0
33	Oath Planning, LLC trimmed	Shares	-1.1K	-$24.3K	$335.7K
34	SFM, LLC trimmed	Shares	-3.7K	-$57.3K	$1.2M