SEC 13F Intelligence

INVESCO EXCH TRADED FD TR II

CUSIP 46138E495

Invesco Exch Traded Fd Tr II has 26 institutional holders in Filings Flow’s 13F database, together reporting 1.68M shares worth $44M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Commonwealth Equity Services, LLC, and Tidemark, LLC.

Institutional Holders
26
Q1 2026
Reported Value
$44M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 1Q2 ’19: 3Q2 ’19Q3 ’19: 3Q2 ’21: 13Q2 ’21Q4 ’21: 20Q4 ’22: 40Q4 ’22Q4 ’25: 30Q1 ’26: 26Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $2,000Q4 ’18Q1 ’19: $0Q2 ’19: $13,000Q2 ’19Q3 ’19: $1MQ2 ’21: $26MQ2 ’21Q4 ’21: $476MQ4 ’22: $56MQ4 ’22Q4 ’25: $46MQ1 ’26: $44MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Tidemark, LLC$393M AUM1.05%$4M158.3KQ1 2026OLDER
Kelly Financial Services LLC$467M AUM0.28%$1M50.6KQ2 2026
Centerpoint Advisory Group$133M AUM0.23%$307,42311.8KQ1 2026OLDER
Destiny Capital Corp/CO$188M AUM0.11%$206,2717.9KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.09%$2M91.3KQ1 2026OLDER
Hobart Private Capital, LLC$583M AUM0.08%$494,98819.3KQ2 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.08%$1M47.2KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.04%$380,43214.7KQ4 2025OLDER
Trilogy Capital Inc.$2.6B AUM0.03%$856,59533.4KQ2 2026
Arkadios Wealth Advisors$6.1B AUM0.01%$635,18524.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M182.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$20M778.8KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$774,04029.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$387,47314.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$780,89229.9KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$553,19521.2KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,538250Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M44.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M46.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M60.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$41,8531.6KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$771,89629.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M50.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$710,38227.4KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,38653Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$4,665180Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$43,0001.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$33,3931.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$33,5501.3KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$261Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$120Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$331Q1 2026OLDER

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