SEC 13F Intelligence

QOWZINVESCO EXCH TRADED FD TR II

CUSIP 46138G466 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exch Traded Fd Tr II (QOWZ) has 8 institutional holders in Filings Flow’s 13F database, together reporting 219.5K shares worth $7M as of Q1 2026. The largest reported holders are Onyx Bridge Wealth Group LLC, Wealth Enhancement Advisory Services, LLC, and Citadel Advisors LLC.

Institutional Holders
8
Q1 2026
Reported Value
$7M
Ticker
QOWZ
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 7Q4 ’25Q1 ’26: 8Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $9MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Onyx Bridge Wealth Group LLC$930M AUM0.40%$4M119.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M70.1KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$274,8107.7KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$3,938125Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$497,74715.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$421,41613.4KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$311,6318.8KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$2,89892Q1 2026
UBS Group AG$666.3B AUM0.00%$19,154608Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$19,736551Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1,57151Q1 2026

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