DOSSIER · 13F Holders · Q2 2026

INVESCO EXCH TRADED FD TR II

11 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138G482·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
11
filers reporting
Concentration
39.89%
Brookwood Investment Group LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported INVESCO EXCH TRADED FD TR II in Q2 2026. Brookwood Investment Group LLC leads at 39.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookwood Investment Group LLC
CIK 0002066812
$1M32K0.16%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$608K14K0.00%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$566K13K0.00%Q2 2026
04
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$546K20K0.00%Q2 2025
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$153K3K0.00%Q2 2026
06
Tower Research Capital LLC (TRC)
CIK 0001533421
$117K3K0.00%Q2 2026
07
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$114K3K0.01%Q2 2026
08
SBI Securities Co., Ltd.
CIK 0001851815
$9K2110.00%Q2 2026
09
CWM, LLC
CIK 0001535847
$8K2380.00%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$5210.00%Q2 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025