SEC 13F Intelligence

INVESCO EXCH TRADED FD TR II

CUSIP 46138G631

Invesco Exch Traded Fd Tr II has 169 institutional holders in Filings Flow’s 13F database, together reporting 8.54M shares worth $285M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Systelligence, LLC, and Lpl Financial LLC.

Institutional Holders
169
Q1 2026
Reported Value
$285M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 161Q2 ’21Q4 ’21: 187Q4 ’21Q4 ’22: 140Q4 ’22Q4 ’25: 164Q4 ’25Q1 ’26: 169Q1 ’26Q2 ’26: 13Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $2.4BQ2 ’21Q4 ’21: $2.6BQ4 ’21Q4 ’22: $161MQ4 ’22Q4 ’25: $262MQ4 ’25Q1 ’26: $285MQ1 ’26Q2 ’26: $22MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Erickson Financial Group, LLC$160M AUM4.78%$8M210.8KQ1 2026OLDER
RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM4.72%$17M455.8KQ1 2026OLDER
Systelligence, LLC$514M AUM4.16%$21M590.7KQ1 2026OLDER
Purus Wealth Management, LLC$314M AUM1.53%$5M132.2KQ1 2026OLDER
GERBER, LLC$179M AUM0.92%$2M45.4KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.90%$9M14.7KQ4 2025OLDER
Tannin Capital LLC$138M AUM0.65%$892,93924.7KQ1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM0.64%$977,01827.0KQ1 2026OLDER
Cannon Capital Management, Inc.$123M AUM0.63%$773,80821.4KQ1 2026OLDER
GUIDANCE CAPITAL, INC$446M AUM0.57%$3M62.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.35%$3M78.4KQ1 2026OLDER
Granite Bay Wealth Management, LLC$470M AUM0.33%$2M42.8KQ1 2026OLDER
Fortune Financial Group, Inc.$111M AUM0.27%$296,0178.2KQ1 2026OLDER
NOVEM GROUP$873M AUM0.26%$2M63.0KQ1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.24%$881,83323.8KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.20%$252,7615.6KQ2 2026
Proactive Wealth Strategies LLC$532M AUM0.19%$1M28.1KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.18%$357,1759.9KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.18%$6M153.0KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.17%$641,09817.7KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.16%$3M77.1KQ1 2026OLDER
Goldstone Financial Group, LLC$922M AUM0.15%$1M39.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.13%$7M151.6KQ2 2026
Tradition Wealth Management, LLC$1.4B AUM0.13%$2M49.9KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.12%$498,43113.8KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.10%$254,4487.0KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.09%$944,95626.1KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.08%$276,7537.6KQ1 2026OLDER
Triton Wealth Management, PLLC$270M AUM0.08%$204,5745.4KQ4 2025OLDER
Pinnacle Financial Group, LLC / IL$365M AUM0.06%$221,3076.1KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.06%$994,88327.5KQ1 2026OLDER
Ellis Investment Partners, LLC$576M AUM0.05%$309,0868.5KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.05%$81,6692.3KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.05%$562,679562.7KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.05%$2M45.3KQ1 2026OLDER
Clarius Group, LLC$1.8B AUM0.04%$759,14720.6KQ4 2025OLDER
Apexium Financial, LP$2.1B AUM0.04%$794,18522.2KQ3 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.04%$1M39.7KQ4 2025OLDER
RMR Wealth Builders$1.3B AUM0.03%$411,48711.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.03%$421,05311.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.03%$19M528.6KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.02%$114,4453.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$583,32216.1KQ2 2026
Modus Advisors, LLC$363M AUM0.02%$82,9132.3KQ4 2025OLDER
Topsail Wealth Management, LLC$678M AUM0.02%$125,1063.5KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.02%$48,2581.3KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.02%$199,4145.5KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$1M41.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$43M1.19MQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$1M31.9KQ1 2026OLDER
MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM0.01%$27,199751Q1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$282,6467.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$689,80119.1KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.01%$118,3923.3KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$629,75717.4KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.01%$28,244780Q1 2026OLDER
WASHINGTON TRUST Co$3.0B AUM0.01%$291,3737.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$356,9589.9KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$25,347700Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$18M523.0KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$184,9955.0KQ4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M34.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M41.3KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$137,1473.8KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.01%$19,652549Q3 2025OLDER
Winch Advisory Services, LLC$438M AUM0.01%$30,896853Q1 2026OLDER
Goodman Advisory Group, LLC$385M AUM0.01%$26,724738Q1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$18,105500Q1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.01%$3M84.3KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.01%$19,457528Q4 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.01%$86,7952.4KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.01%$142,5953.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$20M539.9KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$310,0298.6KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$207,4315.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$25,347700Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$742,22520.5KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$241,0095.3KQ2 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$361,08610.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$2M46.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$314,8028.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M83.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4,717128Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M29.1KQ2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$54,4201.5KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$13,730379Q1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.00%$18,810526Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$169,7434.6KQ4 2025OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$8,914246Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$244,4176.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$17M475.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$500,33313.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$13M347.1KQ2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$142,1944.0KQ3 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$2,53570Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$32,954894Q4 2025OLDER
Key FInancial Inc$562M AUM0.00%$12,130335Q1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$7,242200Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$493,61513.6KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$422,03611.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$9,815216Q2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$256,0616.9KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$2M42.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M43.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$347,4059.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M181.5KQ1 2026OLDER
Crews Bank & Trust$766M AUM0.00%$10,906240Q2 2026
HHM Wealth Advisors, LLC$996M AUM0.00%$14,041309Q2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$675,77818.2KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$7,242200Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$3,685100Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$201,7665.6KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.00%$1,88952Q1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$17,417481Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$47,0731.3KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$4,888135Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$684,07918.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$321,3008.8KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$2,07658Q3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$1,81150Q1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$1,11330Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$794,42321.9KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$6,262153Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M125.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$273,7227.6KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$10,871295Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$173,6114.7KQ4 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$1,79050Q3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$6,337175Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$18,221401Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$10M281.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$331,6479.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$38,0211.1KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$17,320470Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$340,5689.2KQ4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$67,9661.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$498,61913.8KQ1 2026OLDER
Financial Life Planners$130M AUM0.00%$65518Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$441,83412.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$18,176400Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$338,9629.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M170.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$318,9408.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$688,48719.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$7,713213Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$14,520401Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$253,4137.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$505,39014.0KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$972,56426.9KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$73720Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$49,3551.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M45.1KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$11,055300Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$23,844649Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$5,918130Q2 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$11,045305Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$201,5095.6KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$4,997138Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$43,2991.2KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$641,99417.7KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$50714Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$7,821216Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$3,738103Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$34,433951Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$4,672129Q1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$9,213250Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$954,82126.4KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$269,8737.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$18,431509Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$775,25621.4KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$72620Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$42,5471.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,312119Q2 2026
CVA Family Office, LLC$950M AUM0.00%$72420Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$28,027774Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$655,40118.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,14359Q1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$57616Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$56,0531.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$329,2689.2KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$30,960855Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$5,288146Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1454Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$327,2369.4KQ1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$4,893135Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$28,303782Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$40,6221.1KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$142,1383.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7,604210Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$39811Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,23134Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$36310Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$732Q1 2026OLDER

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