DOSSIER · 13F Holders · Q1 2026
CGW

INVESCO EXCH TRADED FD TR II

210 institutions still hold INVESCO EXCH TRADED FD TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E263·210 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$307M
visible holders
Holders
210
filers reporting
Concentration
19.82%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

210 institutions reported CGW in Q1 2026. MORGAN STANLEY leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$61M951K0.00%Q1 2026
02
Conservest Capital Advisors, Inc.
CIK 0001705716
$34M510K2.67%Q2 2026
03
UBS Group AG
CIK 0001610520
$31M488K0.00%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M481K0.00%Q1 2026
05
WEATHERLY ASSET MANAGEMENT L. P.
CIK 0000934745
$26M401K1.88%Q2 2026
06
1832 Asset Management L.P.
CIK 0000944388
$22M343K0.02%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$11M175K0.01%Q1 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M163K0.00%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M158K0.00%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$9M138K0.00%Q1 2026
11
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M123K0.00%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M120K0.00%Q1 2026
13
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M112K0.02%Q1 2026
14
HighTower Advisors, LLC
CIK 0001462245
$7M111K0.01%Q1 2026
15
Addison Advisors LLC
CIK 0001843745
$6M101K1.43%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M98K0.01%Q1 2026
17
Baron Financial Group, LLC
CIK 0001832093
$5M83K2.59%Q2 2026
18
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M85K0.03%Q1 2026
19
Bleakley Financial Group, LLC
CIK 0001936953
$4M66K0.07%Q1 2026
20
Rockefeller Capital Management L.P.
CIK 0001739439
$4M64K0.01%Q1 2026
Page 1 of 11
190 more holders available. Log in →
Insiders at INVESCO EXCH TRADED FD TR II
Hunt John M