SEC 13F Intelligence

POWAINVESCO EXCH TRD SLF IDX FD

CUSIP 46138J775 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exch Trd Slf Idx Fd (POWA) has 77 institutional holders in Filings Flow’s 13F database, together reporting 1.06M shares worth $91M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Mercer Global Advisors Inc /Adv, and 1900 Wealth Management LLC.

Institutional Holders
77
Q1 2026
Reported Value
$91M
Ticker
POWA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 40Q4 ’18Q1 ’19: 40Q2 ’19: 50Q2 ’19Q3 ’19: 47Q2 ’21: 59Q2 ’21Q4 ’21: 62Q4 ’22: 76Q4 ’22Q4 ’25: 75Q1 ’26: 77Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $175MQ4 ’18Q1 ’19: $226MQ2 ’19: $619MQ2 ’19Q3 ’19: $416MQ2 ’21: $4.8BQ2 ’21Q4 ’21: $6.3BQ4 ’22: $109MQ4 ’22Q4 ’25: $94MQ1 ’26: $91MQ1 ’26Q2 ’26: $836,467filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Delos Wealth Advisors, LLC$175M AUM2.10%$4M42.6KQ1 2026OLDER
Elevation Capital Advisory, LLC$235M AUM1.78%$4M48.6KQ1 2026OLDER
Avant Capital LLC$142M AUM0.97%$1M16.0KQ1 2026OLDER
PACIFIC SUN FINANCIAL CORP$206M AUM0.64%$1M15.4KQ1 2026OLDER
1900 WEALTH MANAGEMENT LLC$1.6B AUM0.42%$6M75.4KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.20%$480,0155.6KQ1 2026OLDER
Fearless Solutions, LLC dba Best Invest$166M AUM0.17%$279,9803.3KQ1 2026OLDER
Symphony Financial Services, Inc.$195M AUM0.15%$299,1133.5KQ1 2026OLDER
CASTLE WEALTH MANAGEMENT LLC$309M AUM0.14%$442,5415.1KQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.14%$2M26.7KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.11%$2M17.7KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.11%$173,7742.0KQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM0.08%$86,1481.0KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.05%$50551Q4 2025OLDER
S.A. Mason LLC$266M AUM0.05%$124,9141.4KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.04%$819,0069.5KQ1 2026OLDER
FSA WEALTH PARTNERS, INC.$210M AUM0.04%$117,1081.3KQ4 2025OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$213,5022.4KQ4 2025OLDER
MONECO ADVISORS, LLC$1.3B AUM0.03%$377,3964.4KQ1 2026OLDER
Mosley Wealth Management$221M AUM0.03%$63,637703Q1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$987,08011.5KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$808,2389.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$12M142.4KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$692,1138.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$419,7984.9KQ1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.01%$206,8732.3KQ4 2025OLDER
Advisory Alpha, LLC$3.7B AUM0.01%$398,9304.6KQ1 2026OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.01%$221,7632.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$343,7294.0KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$283,3403.3KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$225,5102.5KQ4 2025OLDER
Global Wealth Strategies & Associates$528M AUM0.01%$29,793346Q1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.01%$14,904173Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$23M268.3KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$209,2532.4KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$278,9373.1KQ2 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$215,3732.4KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M41.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$155,0661.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M12.1KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$4,79853Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$5M52.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$118,1351.3KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$505,5735.9KQ2 2026
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$28,084326Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M11.8KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$225,2222.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,420179Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$287,7333.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$81,840950Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$59,442690Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M13.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$50,827590Q2 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$17,230200Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$785,5289.1KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,07024Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$112,7671.3KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M17.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$87,0091.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$11,716136Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M15.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$269,8343.0KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M28.9KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$4,47952Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$218,2372.5KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$28,084326Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$16,056186Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M31.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$61,008708Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M18.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$598,0006.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$633,1217.0KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$37,338433Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$98,2091.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$206,6882.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$97,7901.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$266,8863.1KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$60,574703Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,06612Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$32,572378Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$503,9725.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$116,4721.4KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$5,16057Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$29,668350Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$641Q2 2026

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