SEC 13F Intelligence

PSCCINVESCO EXCH TRADED FD TR II

CUSIP 46138E172 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exch Traded Fd Tr II (PSCC) has 34 institutional holders in Filings Flow’s 13F database, together reporting 362.9K shares worth $11M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Iht Wealth Management, LLC, and Pacific Sun Financial Corp.

Institutional Holders
34
Q1 2026
Reported Value
$11M
Ticker
PSCC
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 28Q4 ’18Q1 ’19: 25Q2 ’19: 22Q2 ’19Q3 ’19: 20Q2 ’21: 26Q2 ’21Q4 ’21: 35Q4 ’22: 33Q4 ’22Q4 ’25: 39Q1 ’26: 34Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $125MQ4 ’18Q1 ’19: $18MQ2 ’19: $17MQ2 ’19Q3 ’19: $11MQ2 ’21: $17MQ2 ’21Q4 ’21: $17MQ4 ’22: $12MQ4 ’22Q4 ’25: $12MQ1 ’26: $11MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PACIFIC SUN FINANCIAL CORP$206M AUM0.68%$1M44.9KQ1 2026
Winter & Associates, Inc.$133M AUM0.53%$608,22019.2KQ1 2026
Summit Financial Consulting LLC$140M AUM0.26%$358,51611.5KQ4 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.04%$2M48.5KQ1 2026
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$240,1297.7KQ4 2025OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.03%$223,0117.1KQ1 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$333,86810.6KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.01%$630,15420.0KQ1 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$326,10210.3KQ1 2026
AllSquare Wealth Management LLC$189M AUM0.01%$19,187582Q4 2025OLDER
Founders Financial Alliance, LLC$555M AUM0.01%$37,8091.2KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$605,73619.2KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$238,1987.6KQ1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$104,6373.3KQ1 2026
Kessler Investment Group, LLC$234M AUM0.00%$6,041181Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$62,4451.9KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$56,7181.8KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$47,5221.5KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$318,0009.6KQ2 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$9,890300Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$98,9183.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$101,3403.3KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$8,742281Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M48.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$281,8008.9KQ1 2026
Wagner Wealth Management, LLC$495M AUM0.00%$1,86359Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$985,78531.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$258,5438.2KQ1 2026
Founders Capital Management$205M AUM0.00%$50016Q1 2026
Key FInancial Inc$562M AUM0.00%$1,13436Q1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$460,77014.0KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$453,42714.4KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,51776Q2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$247,1117.5KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$41,7191.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$520,08415.8KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,868117Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,14365Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$28,357900Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$6,617210Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$7,599245Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$68,3722.2KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$393,64012.7KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$284,6439.0KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$33,8341.1KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$1,61652Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$5,230166Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$22,000708Q1 2026
UBS Group AG$666.3B AUM0.00%$14,935474Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1986Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$201Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.