13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
IPKW

INVESCO EXCH TRADED FD TR II

94 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 46138E644·94 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$287M
66.0% inst. owned
of float
Holders
94
-117 QoQ
filers reporting
Activity
+94 / −28
+915 added · −827 reduced
this quarter
Concentration
15.22%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

94 institutions reported IPKW in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 15.2% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M777K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M696K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$37M662K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$34M596K0.01%Q1 202605
Kellett Wealth Advisors, LLC
CIK 0001910381
$18M329K10.03%Q1 202606
Nikulski Financial, Inc.
CIK 0001729847
$13M230K3.19%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$10M181K0.00%Q1 202608
Arkadios Wealth Advisors
CIK 0001800798
$10M171K0.16%Q1 202609
Brookstone Capital Management
CIK 0001599584
$9M154K0.10%Q1 202610
UBS Group AG
CIK 0001610520
$9M152K0.00%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M153K0.00%Q1 202612
Breakwater Capital Group
CIK 0001964309
$8M141K1.07%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M135K0.00%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M123K0.00%Q1 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M109K0.01%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$6M103K0.01%Q1 202617
Park Edge Advisors, LLC
CIK 0001965659
$6M103K1.33%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$6M102K0.03%Q1 202619
Sanctuary Advisors, LLC
CIK 0001777271
$6M101K0.03%Q1 202620
Principle Wealth Partners LLC
CIK 0001743413
$5M88K0.28%Q1 2026
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