DOSSIER · 13F Holders · Q2 2026
CGW

INVESCO EXCH TRADED FD TR II

230 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 46138E263·230 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$341M
visible holders
Holders
230
filers reporting
Concentration
19.89%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

230 institutions reported CGW in Q2 2026. MORGAN STANLEY leads at 19.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$68M1.0M0.00%Q2 2026
02
Conservest Capital Advisors, Inc.
CIK 0001705716
$34M510K2.67%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M507K0.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$32M482K0.00%Q2 2026
05
WEATHERLY ASSET MANAGEMENT L. P.
CIK 0000934745
$26M401K1.88%Q2 2026
06
TriCert Investment Counsel Inc.
CIK 0002143895
$23M344K2.11%Q2 2026
07
1832 Asset Management L.P.
CIK 0000944388
$23M343K0.01%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$13M191K0.01%Q2 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M174K0.00%Q2 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M158K0.00%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M144K0.00%Q2 2026
12
LPL Financial LLC
CIK 0001403438
$9M138K0.00%Q2 2026
13
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M135K0.00%Q2 2026
14
HighTower Advisors, LLC
CIK 0001462245
$8M118K0.01%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M112K0.02%Q1 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M101K0.01%Q2 2026
17
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M85K0.03%Q2 2026
18
Baron Financial Group, LLC
CIK 0001832093
$5M83K2.59%Q2 2026
19
Bleakley Financial Group, LLC
CIK 0001936953
$4M65K0.05%Q2 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$4M62K0.00%Q2 2026
Page 1 of 12
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Insiders at INVESCO EXCH TRADED FD TR II
Hunt John M