Filing Research | INVESCO EXCHANGE TRADED FD T Institutional Holdings

Snapshot holdings

50 / 185 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	2.2MSH	$117.6M
2	Arbor Investment Advisors, LLC	Shares	2.1MSH	$111.0M
3	Berman McAleer LLC	Shares	1.6MSH	$84.2M
4	RFG Advisory, LLC	Shares	1.1MSH	$59.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	882.8KSH	$48.1M
6	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	746.0KSH	$40.3M
7	Charter Capital Management, LLC\DE	Shares	604.5KSH	$32.7M
8	Charles Schwab Trust Co	Shares	577.5KSH	$31.2M
9	BOYUM WEALTH ARCHITECTS LLC	Shares	535.6KSH	$29.2M
10	Breakwater Capital Group	Shares	446.1KSH	$24.1M
11	Pettinga Financial Advisors LLC	Shares	429.2KSH	$23.2M
12	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	427.7KSH	$23.1M
13	Cornerstone Wealth Management, LLC	Shares	399.5KSH	$21.6M
14	Montz Harcus Wealth Management LLC	Shares	344.8KSH	$18.6M
15	Ted Buchan & Co	Shares	321.8KSH	$17.4M
16	Baker Ellis Asset Management LLC	Shares	315.8KSH	$17.1M
17	Stonebridge Financial Group, LLC	Shares	266.0KSH	$14.4M
18	Rodgers & Associates, LTD	Shares	229.4KSH	$12.4M
19	Trinity Legacy Partners, LLC	Shares	210.6KSH	$11.5M
20	JNBA Financial Advisors	Shares	210.9KSH	$11.4M
21	Bouvel Investment Partners, LLC	Shares	204.1KSH	$11.0M
22	Arlington Financial Advisors, LLC	Shares	190.6KSH	$10.3M
23	Woodside Wealth Management LLC	Shares	175.2KSH	$9.5M
24	Marion Wealth Management	Shares	171.9KSH	$9.3M
25	Johnson & White Wealth Management, LLC	Shares	136.6KSH	$7.4M
26	Creative Capital Management Investments LLC	Shares	134.2KSH	$7.2M
27	Avidian Wealth Enterprises, LLC	Shares	131.5KSH	$7.1M
28	CIDEL ASSET MANAGEMENT INC	Shares	118.1KSH	$6.4M
29	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	108.7KSH	$5.9M
30	Laurel Wealth Advisors LLC	Shares	100.6KSH	$5.4M
31	PRECEDENT WEALTH PARTNERS, LLC	Shares	95.9KSH	$5.2M
32	Unique Wealth Strategies, LLC	Shares	99.8KSH	$5.2M
33	Legacy Private Trust Co.	Shares	78.5KSH	$4.2M
34	Yoder Wealth Management, Inc.	Shares	76.1KSH	$4.1M
35	FORTERIS WEALTH MANAGEMENT INC.	Shares	70.0KSH	$3.8M
36	KWB Wealth	Shares	69.6KSH	$3.8M
37	Security Financial Services, INC.	Shares	61.7KSH	$3.3M
38	Smith Salley Wealth Management	Shares	59.3KSH	$3.2M
39	Certified Advisory Corp	Shares	56.0KSH	$3.0M
40	JFS WEALTH ADVISORS, LLC	Shares	55.1KSH	$3.0M
41	SigFig Wealth Management, LLC	Shares	48.7KSH	$2.6M
42	SHEETS SMITH WEALTH MANAGEMENT	Shares	44.9KSH	$2.4M
43	Merit Financial Group, LLC	Shares	44.6KSH	$2.4M
44	Sequoia Financial Advisors, LLC	Shares	40.2KSH	$2.2M
45	McNamara Financial Services, Inc.	Shares	39.8KSH	$2.1M
46	Navigate Wealth Management, LLC	Shares	38.5KSH	$2.1M
47	Farther Finance Advisors, LLC	Shares	37.3KSH	$2.0M
48	West Financial Advisors, LLC	Shares	35.7KSH	$1.9M
49	Verum Partners LLC	Shares	35.4KSH	$1.9M
50	Shakespeare Wealth Management, LLC	Shares	34.9KSH	$1.9M

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

50 / 191 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+66.6K	+$17.3M	$117.6M
2	Arbor Investment Advisors, LLC added	Shares	+26.1K	+$14.6M	$111.0M
3	Berman McAleer LLC trimmed	Shares	-12.6K	+$9.5M	$84.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.8K	+$8.8M	$48.1M
5	RFG Advisory, LLC trimmed	Shares	-34.3K	+$5.5M	$59.4M
6	Cornerstone Wealth Management, LLC added	Shares	+55.6K	+$5.2M	$21.6M
7	Charter Capital Management, LLC\DE added	Shares	+9.3K	+$4.4M	$32.7M
8	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-15.7K	+$4.1M	$40.3M
9	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+3.0K	+$2.9M	$23.1M
10	Montz Harcus Wealth Management LLC added	Shares	+12.8K	+$2.8M	$18.6M
11	Pettinga Financial Advisors LLC added	Shares	+847	+$2.8M	$23.2M
12	Breakwater Capital Group trimmed	Shares	-3.8K	+$2.7M	$24.1M
13	BOYUM WEALTH ARCHITECTS LLC added	Shares	+17.4K	+$2.3M	$29.2M
14	Ted Buchan & Co trimmed	Shares	-3.3K	+$1.9M	$17.4M
15	Baker Ellis Asset Management LLC trimmed	Shares	-2.9K	+$1.9M	$17.1M
16	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+32.0K	+$1.7M	$1.7M
17	Unique Wealth Strategies, LLC added	Shares	+24.9K	+$1.6M	$5.2M
18	Bouvel Investment Partners, LLC added	Shares	+5.8K	+$1.6M	$11.0M
19	Rodgers & Associates, LTD trimmed	Shares	-4.3K	+$1.3M	$12.4M
20	Williams & Novak, LLC added	Shares	+22.7K	+$1.3M	$1.5M
21	Arlington Financial Advisors, LLC trimmed	Shares	-1.3K	+$1.2M	$10.3M
22	Woodside Wealth Management LLC added	Shares	+755	+$1.2M	$9.5M
23	Marion Wealth Management added	Shares	+985	+$1.2M	$9.3M
24	JNBA Financial Advisors trimmed	Shares	-7.7K	+$1.0M	$11.4M
25	Avidian Wealth Enterprises, LLC added	Shares	+2.8K	+$989.9K	$7.1M
26	Johnson & White Wealth Management, LLC added	Shares	+888	+$930.3K	$7.4M
27	Charles Schwab Trust Co trimmed	Shares	-60.0K	+$902.1K	$31.2M
28	Sylvest Advisors, LLC added	Shares	+15.3K	+$899.4K	$1.4M
29	CIDEL ASSET MANAGEMENT INC added	Shares	+2.2K	+$872.8K	$6.4M
30	Creative Capital Management Investments LLC trimmed	Shares	-215	+$861.9K	$7.2M
31	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed	Shares	-449	+$685.0K	$5.9M
32	MISSION WEALTH MANAGEMENT, LP added	Shares	+10.4K	+$630.2K	$1.1M
33	Y-Intercept (Hong Kong) Ltd new	Shares	+10.9K	+$588.4K	$588.4K
34	JFS WEALTH ADVISORS, LLC added	Shares	+4.2K	+$559.9K	$3.0M
35	Certified Advisory Corp added	Shares	+2.8K	+$496.7K	$3.0M
36	Trinity Legacy Partners, LLC trimmed	Shares	-10.5K	+$496.0K	$11.5M
37	Legacy Private Trust Co. trimmed	Shares	-349	+$493.8K	$4.2M
38	Yoder Wealth Management, Inc. trimmed	Shares	-650	+$464.0K	$4.1M
39	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-4.3K	+$420.7K	$5.2M
40	Farther Finance Advisors, LLC added	Shares	+3.9K	+$419.9K	$2.0M
41	Security Financial Services, INC. trimmed	Shares	-322	+$385.9K	$3.3M
42	Smith Salley Wealth Management unchanged	Shares	0	+$385.4K	$3.2M
43	First Pacific Financial added	Shares	+7.0K	+$378.6K	$389.0K
44	Diesslin Group, Inc. new	Shares	+6.5K	+$350.5K	$350.5K
45	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+5.5K	+$344.1K	$669.7K
46	FORTERIS WEALTH MANAGEMENT INC. trimmed	Shares	-2.4K	+$342.9K	$3.8M
47	Sovereign Financial Group, Inc. added	Shares	+3.6K	+$340.5K	$1.4M
48	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-26	+$290.5K	$2.4M
49	Merit Financial Group, LLC trimmed	Shares	-104	+$285.1K	$2.4M
50	Sequoia Financial Advisors, LLC trimmed	Shares	-97	+$256.6K	$2.2M

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