13F Insight
DOSSIER · 13F Holders · Q1 2026
PBTP

INVESCO EXCH TRADED FD TR II

30 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 46138E495·30 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$43M
visible holders
Holders
30
filers reporting
Concentration
47.44%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported PBTP in Q1 2026. LPL Financial LLC leads at 47.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$20M779K0.01%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M182K0.01%Q1 202603
Tidemark, LLC
CIK 0002009591
$4M158K1.05%Q1 202604
Sowell Financial Services LLC
CIK 0001633697
$2M79K0.07%Q2 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M61K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M51K0.00%Q1 202607
Kelly Financial Services LLC
CIK 0002023336
$1M51K0.28%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M46K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M45K0.00%Q1 202610
Trilogy Capital Inc.
CIK 0001722512
$857K33K0.03%Q2 202611
Beacon Pointe Advisors, LLC
CIK 0001744317
$774K30K0.00%Q1 202612
Arkadios Wealth Advisors
CIK 0001800798
$635K24K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$553K21K0.00%Q1 202614
Hobart Private Capital, LLC
CIK 0001767062
$495K19K0.08%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$387K15K0.00%Q1 202616
Good Life Advisors, LLC
CIK 0001696260
$314K12K0.02%Q2 202517
Centerpoint Advisory Group
CIK 0002054093
$307K12K0.23%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$274K11K0.00%Q4 202519
Private Advisor Group, LLC
CIK 0001567755
$240K9K0.00%Q2 202620
Destiny Capital Corp/CO
CIK 0001965275
$206K8K0.11%Q1 2026
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