13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
KBWD

INVESCO EXCH TRADED FD TR II

67 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 46138E610·67 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.4%
vs prior quarter
13F value held
$81M
71.0% inst. owned
of float
Holders
67
+113 QoQ
filers reporting
Activity
+80 / −31
+985 added · −889 reduced
this quarter
Concentration
20.83%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported KBWD in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.8% of the visible book. +113 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M1.3M0.00%Q1 202602
MORGAN STANLEY
CIK 0000895421
$12M962K0.00%Q1 202603
Mission Hills Financial Advisory, LLC
CIK 0002043220
$11M855K5.49%Q1 202604
LPL Financial LLC
CIK 0001403438
$10M798K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M726K0.00%Q1 202606
Gradient Investments LLC
CIK 0001542265
$8M625K0.12%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M188K0.00%Q1 202608
Thrive Capital Management, LLC
CIK 0001845943
$2M122K0.33%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M113K0.00%Q1 202610
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M106K0.06%Q1 202611
Equitable Holdings, Inc.
CIK 0001333986
$1M93K0.01%Q1 202612
UBS Group AG
CIK 0001610520
$1M94K0.00%Q1 202613
Harvest Investment Services, LLC
CIK 0001591097
$858,74268K0.16%Q1 202614
Endowment Wealth Management, Inc.
CIK 0001904477
$727,11058K0.32%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$722,28658K0.00%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$693,81755K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$665,49453K0.00%Q1 202618
Kovack Advisors, Inc.
CIK 0001728321
$619,84450K0.03%Q1 202619
Quadrature Capital Ltd
CIK 0001651424
$566,43041K0.01%Q4 202520
IFP Advisors, Inc
CIK 0001641866
$516,03441K0.01%Q1 2026
Page 1 of 4
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