13F Insight
DOSSIER · 13F Holders · Q3 2026
PGHY

INVESCO EXCH TRADED FD TR II

70 institutions still hold INVESCO EXCH TRADED FD TR II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E669·70 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$115M
visible holders
Holders
70
filers reporting
Concentration
17.07%
Sound Income Strategies, LLC #1
top holder share
AI Holders Summary · Q3 2026

70 institutions reported PGHY in Q3 2026. Sound Income Strategies, LLC leads at 17.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sound Income Strategies, LLC
CIK 0001730960
$20M1.0M0.88%Q3 202602
Sowell Financial Services LLC
CIK 0001633697
$18M892K0.57%Q2 202603
Whitcomb & Hess, Inc.
CIK 0001813577
$14M758K3.10%Q3 202604
Inspire Advisors, LLC
CIK 0001810558
$14M732K1.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$7M363K0.00%Q2 202606
Royal Fund Management, LLC
CIK 0001810099
$5M273K0.45%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M262K0.00%Q2 202608
Baker Avenue Asset Management, LP
CIK 0001432529
$4M195K0.07%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M197K0.00%Q1 202610
Advisory Alpha, LLC
CIK 0001576762
$3M177K0.09%Q2 202611
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$3M166K1.29%Q2 202512
Kingsview Wealth Management, LLC
CIK 0001791965
$3M161K0.04%Q2 202613
Philadelphia Investment Partners, LLC
CIK 0002131511
$2M118K1.44%Q2 202614
Simplicity Wealth,LLC
CIK 0001913243
$2M113K0.08%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M104K0.00%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$2M101K0.00%Q2 202617
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M74K0.01%Q2 202618
Belpointe Asset Management LLC
CIK 0001721242
$1M69K0.04%Q2 202619
Fortis Capital Advisors, LLC
CIK 0001959790
$1M69K0.15%Q2 202620
Cambria Investment Management, L.P.
CIK 0001529389
$1M62K0.06%Q2 2026
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