DOSSIER · 13F Holders · Q2 2026
PGHY

INVESCO EXCH TRADED FD TR II

73 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 46138E669·73 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$107M
visible holders
Holders
73
filers reporting
Concentration
16.45%
Sowell Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported PGHY in Q2 2026. Sowell Financial Services LLC leads at 16.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Sowell Financial Services LLC
CIK 0001633697
$18M892K0.57%Q2 2026
02
Sound Income Strategies, LLC
CIK 0001730960
$15M760K0.67%Q2 2026
03
Whitcomb & Hess, Inc.
CIK 0001813577
$15M738K3.14%Q2 2026
04
Inspire Advisors, LLC
CIK 0001810558
$13M663K1.05%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$6M322K0.00%Q1 2026
06
Royal Fund Management, LLC
CIK 0001810099
$5M273K0.45%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M256K0.00%Q1 2026
08
Advisory Alpha, LLC
CIK 0001576762
$4M231K0.12%Q1 2026
09
Baker Avenue Asset Management, LP
CIK 0001432529
$4M195K0.07%Q2 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M197K0.00%Q1 2026
11
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$3M166K1.29%Q2 2025
12
Kingsview Wealth Management, LLC
CIK 0001791965
$3M140K0.04%Q1 2026
13
Philadelphia Investment Partners, LLC
CIK 0002131511
$2M104K1.37%Q1 2026
14
Simplicity Wealth,LLC
CIK 0001913243
$2M99K0.11%Q1 2026
15
HighTower Advisors, LLC
CIK 0001462245
$2M93K0.00%Q1 2026
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M83K0.00%Q1 2026
17
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M69K0.01%Q1 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M60K0.00%Q1 2026
19
Perigon Wealth Management, LLC
CIK 0001575239
$1M60K0.02%Q1 2026
20
Cambria Investment Management, L.P.
CIK 0001529389
$1M60K0.06%Q1 2026
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