13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CGW

INVESCO EXCH TRADED FD TR II

207 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 46138E263·207 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$301M
65.0% inst. owned
of float
Holders
207
+30 QoQ
filers reporting
Activity
+8 / −86
+956 added · −784 reduced
this quarter
Concentration
20.18%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

207 institutions reported CGW in Q1 2026. MORGAN STANLEY leads at 20.2% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$61M951K0.00%Q1 202602
Conservest Capital Advisors, Inc.
CIK 0001705716
$32M498K2.89%Q1 202603
UBS Group AG
CIK 0001610520
$31M488K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M481K0.00%Q1 202605
WEATHERLY ASSET MANAGEMENT L. P.
CIK 0000934745
$26M403K2.08%Q1 202606
1832 Asset Management L.P.
CIK 0000944388
$22M343K0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$11M175K0.01%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M163K0.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M158K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$9M138K0.00%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M123K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M120K0.00%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$7M111K0.01%Q1 202614
Addison Advisors LLC
CIK 0001843745
$6M101K1.43%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M98K0.01%Q1 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M85K0.03%Q1 202617
Baron Financial Group, LLC
CIK 0001832093
$5M83K2.87%Q1 202618
Bleakley Financial Group, LLC
CIK 0001936953
$4M66K0.07%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$4M64K0.01%Q1 202620
FIDUCIARY TRUST CO
CIK 0000035442
$4M63K0.05%Q1 2026
Page 1 of 11
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