SEC 13F Intelligence

QVMLINVESCO EXCH TRADED FD TR II

CUSIP 46138G581 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exch Traded Fd Tr II (QVML) has 18 institutional holders in Filings Flow’s 13F database, together reporting 1.38M shares worth $53M as of Q1 2026. The largest reported holders are Private Advisor Group, LLC, Colonial River Investments, LLC, and Axxcess Wealth Management, LLC.

Institutional Holders
17
Q1 2026
Reported Value
$53M
Ticker
QVML
Quarters Tracked
10

Ownership Trend

Institutional holders
Q2 ’21: 3Q2 ’21Q4 ’21: 4Q4 ’22: 4Q4 ’22Q3 ’24: 8Q4 ’24: 8Q4 ’24Q1 ’25: 12Q2 ’25: 15Q2 ’25Q3 ’25: 14Q4 ’25: 19Q4 ’25Q1 ’26: 17filingsflow.com
Total reported value
Q2 ’21: $752MQ2 ’21Q4 ’21: $843MQ4 ’22: $839,731Q4 ’22Q3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $18MQ2 ’25: $49MQ2 ’25Q3 ’25: $51MQ4 ’25: $64MQ4 ’25Q1 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Colonial River Investments, LLC$279M AUM3.54%$10M258.2KQ1 2026
RPg Family Wealth Advisory, LLC$479M AUM1.12%$5M139.8KQ1 2026
ArborFi Advisors, LLC$122M AUM0.33%$405,30410.6KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.14%$8M208.2KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.11%$23M610.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.03%$733,80819.2KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$1M28.3KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$44,4641.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$3M90.2KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$114,3322.9KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$435,96011.4KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M91.2KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$323,7058.1KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$303,7847.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M46.6KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$225,3815.9KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$755,54419.7KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$17,399443Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M34.6KQ1 2026
VANGUARD ADVISERS INC$25.5B AUM0.00%$4,324113Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$21,166578Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$2,37059Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$561Q1 2026

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