DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

PGX

INVESCO EXCH TRADED FD TR II

417 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 46138E511·417 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.8%

vs prior quarter

13F value held

$1.7B

67.0% inst. owned

of float

Holders

417

+18 QoQ

filers reporting

Activity

+24 / −104

+857 added · −874 reduced

this quarter

Concentration

51.13%

BANK OF AMERICA CORP /DE/ #1

top holder share

AI Holders Summary · Q1 2026

417 institutions reported PGX in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 51.1% of the visible book. +18 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

$883M81.1M0.06%Q1 2026 02

WELLS FARGO & COMPANY/MN

$165M15.1M0.03%Q1 2026 03

Bramshill Investments, LLC

$112M10.3M9.63%Q1 2026 04

$101M9.3M0.02%Q1 2026 05

$69M6.3M0.00%Q1 2026 06

LPL Financial LLC

$58M5.3M0.02%Q1 2026 07

AMERIPRISE FINANCIAL INC

$45M4.1M0.01%Q1 2026 08

JPMORGAN CHASE & CO

$44M4.1M0.00%Q1 2026 09

Spectrum Asset Management, Inc.

$42M3.9M84.85%Q1 2026 10

Allworth Financial LP

$37M3.4M0.15%Q1 2026 11

ROYAL BANK OF CANADA

$32M3.0M0.01%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

$30M2.7M0.01%Q1 2026 13

Clearstead Advisors, LLC

$18M1.7M0.17%Q1 2026 14

Checchi Capital Advisers, LLC

$15M1.4M0.76%Q1 2026 15

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$13M1.2M0.00%Q1 2026 16

STONEBRIDGE ADVISORS LLC

$13M1.2M15.75%Q1 2026 17

HUNTINGTON NATIONAL BANK

$13M1.2M0.07%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

$12M1.1M0.02%Q1 2026 19

OSAIC HOLDINGS, INC.

$12M1.1M0.02%Q1 2026 20

CARY STREET PARTNERS FINANCIAL LLC

$11M1.0M0.27%Q1 2026

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