SEC 13F Intelligence

QQMGINVESCO EXCH TRADED FD TR II

CUSIP 46138G540 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exch Traded Fd Tr II (QQMG) has 50 institutional holders in Filings Flow’s 13F database, together reporting 2.19M shares worth $86M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Stewardship Advisors, LLC, and Goldman Sachs Group Inc.

Institutional Holders
50
Q1 2026
Reported Value
$86M
Ticker
QQMG
Quarters Tracked
18

Ownership Trend

Institutional holders
Q4 ’21: 4Q4 ’21Q1 ’22: 4Q2 ’22: 6Q3 ’22: 8Q3 ’22Q4 ’22: 7Q1 ’23: 7Q2 ’23: 5Q2 ’23Q3 ’23: 9Q4 ’23: 9Q1 ’24: 14Q1 ’24Q2 ’24: 14Q3 ’24: 17Q4 ’24: 22Q4 ’24Q1 ’25: 23Q2 ’25: 37Q3 ’25: 42Q3 ’25Q4 ’25: 52Q1 ’26: 50filingsflow.com
Total reported value
Q4 ’21: $2MQ4 ’21Q1 ’22: $899,000Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $837,467Q2 ’23: $662,292Q2 ’23Q3 ’23: $3MQ4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ3 ’24: $12MQ4 ’24: $22MQ4 ’24Q1 ’25: $22MQ2 ’25: $35MQ3 ’25: $41MQ3 ’25Q4 ’25: $91MQ1 ’26: $86Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
JPMORGAN CHASE & CO$1.56T AUM0.00%$33M864.8KQ1 2026
Stewardship Advisors, LLC$435M AUM1.38%$6M151.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M109.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M83.4KQ1 2026
Fingerlakes Wealth Management, Inc.$151M AUM2.12%$3M80.9KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.02%$3M76.6KQ1 2026
Perennial Investment Advisors, LLC$1.3B AUM0.23%$3M72.7KQ1 2026
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.07%$3M72.1KQ1 2026
Sand Hill Global Advisors, LLC$3.0B AUM0.10%$3M71.6KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M69.3KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M66.2KQ1 2026
Pearl Planning LLC$187M AUM1.20%$2M56.9KQ1 2026
Stephens Consulting, LLC$309M AUM0.40%$2M44.9KQ2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$1M35.4KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M33.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$1M32.3KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M30.9KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M29.6KQ1 2026
Onyx Bridge Wealth Group LLC$930M AUM0.11%$1M27.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$942,99223.8KQ1 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.03%$885,82222.4KQ1 2026
Sonoma Allocations LLC$322M AUM0.30%$881,91221.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$734,67318.6KQ1 2026
Prism Advisors, Inc.$375M AUM0.19%$711,24718.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$660,04816.7KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$609,56214.4KQ4 2025OLDER
HILL ISLAND FINANCIAL LLC$412M AUM0.14%$596,77115.1KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.01%$480,23112.1KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.03%$452,61911.4KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.01%$373,2669.4KQ1 2026
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.01%$353,3408.9KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$343,6428.1KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$338,9598.6KQ1 2026
Fermata Advisors, LLC$495M AUM0.08%$318,9997.7KQ3 2025OLDER
Synergy Asset Management, LLC$942M AUM0.03%$318,0887.5KQ4 2025OLDER
ROVIN CAPITAL /UT/ /ADV$377M AUM0.08%$308,0007.3KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$307,8907.8KQ1 2026
PFG Advisors$2.1B AUM0.01%$250,6836.3KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$233,8835.5KQ4 2025OLDER
SFM, LLC$195M AUM0.14%$233,1935.9KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$223,1865.6KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$220,0265.2KQ4 2025OLDER
KFA Private Wealth Group, LLC$417M AUM0.05%$205,8714.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$162,5613.8KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$141,3003.6KQ1 2026
Wood Tarver Financial Group, LLC$362M AUM0.04%$129,0003.4KQ2 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$87,3822.2KQ1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.03%$52,9661.3KQ1 2026
CWM, LLC$38.1B AUM0.00%$46,2431.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$44,0001.1KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$41,8241.0KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$38,156965Q1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$36,156914Q1 2026
FMR LLC$1.90T AUM0.00%$30,311766Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$22,774602Q2 2025OLDER
Front Row Advisors LLC$296M AUM0.01%$17,208435Q1 2026
UBS Group AG$666.3B AUM0.00%$16,368396Q3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$15,706380Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$13,489341Q1 2026
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$12,302311Q1 2026
CVA Family Office, LLC$950M AUM0.00%$9,217233Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$8,703220Q1 2026
Sankala Group LLC$122M AUM0.01%$8,672223Q1 2026
Triumph Capital Management$491M AUM0.00%$4,351110Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$792Q1 2026
CITIGROUP INC$234.5B AUM0.00%$421Q4 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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