PUIINVESCO EXCHANGE TRADED FD T
CUSIP 46137V795 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PUI) has 42 institutional holders in Filings Flow’s 13F database, together reporting 519.4K shares worth $25M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Janney Montgomery Scott LLC, and Gfs Advisors, LLC.
Institutional Holders
42
Q1 2026
Reported Value
$25M
Ticker
PUI
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROI Financial Advisors, LLC$167M AUM | 1.26% | $2M | 44.7K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.26% | $4M | 65.9K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.24% | $505,710 | 11.6K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.20% | $2M | 59.2K | Q2 2025OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.17% | $2M | 33.4K | Q1 2026 |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.10% | $210,846 | 4.5K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 0.08% | $993,713 | 23.8K | Q2 2025OLDER |
| Capital Advisors, Ltd. LLC$880M AUM | 0.08% | $731,000 | 15.5K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.06% | $514,342 | 12.3K | Q2 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $815,834 | 17.4K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.05% | $442,234 | 9.4K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.03% | $594,834 | 12.7K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $333,780 | 7.1K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $29,523 | 628 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $344,348 | 7.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $5M | 114.0K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $215,594 | 4.9K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $123,252 | 2.6K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $64,735 | 1.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $390,603 | 8.3K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $211,242 | 5.0K | Q2 2025OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $16,924 | 360 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $152,938 | 3.5K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $147,145 | 3.1K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $25,503 | 542 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $65,377 | 1.5K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $23,696 | 504 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 111.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $274,452 | 5.8K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $18,440 | 390 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $5,876 | 125 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $6,764 | 144 | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.00% | $4,383 | 101 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $22,554 | 477 | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $51,712 | 1.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 36.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,515 | 142 | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $263,000 | 5.6K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $264,741 | 5.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $398,797 | 8.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,462 | 180 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $243,424 | 5.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $261,803 | 5.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $202,190 | 4.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $745,000 | 15.8K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 40.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $172,591 | 4.1K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $404,202 | 9.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $285,075 | 6.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $509,710 | 10.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $221,611 | 4.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,410 | 30 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,192 | 50 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14,331 | 305 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $39,069 | 831 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,213 | 29 | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $26 | 1 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,477 | 53 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.