13F Insight
DOSSIER · 13F Holders · Q2 2026
PGX

INVESCO EXCH TRADED FD TR II

445 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 46138E511·445 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
445
filers reporting
Concentration
49.76%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

445 institutions reported PGX in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 49.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$944M87.1M0.06%Q2 202602
Bramshill Investments, LLC
CIK 0001619899
$125M11.5M9.53%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$122M11.2M0.02%Q2 202604
UBS Group AG
CIK 0001610520
$103M9.5M0.01%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$77M7.1M0.00%Q2 202606
Centiva Capital, LP
CIK 0001692507
$75M6.9M0.65%Q2 202607
MORGAN STANLEY
CIK 0000895421
$67M6.2M0.00%Q2 202608
LPL Financial LLC
CIK 0001403438
$54M5.0M0.01%Q2 202609
Spectrum Asset Management, Inc.
CIK 0001318293
$54M5.0M77.11%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$46M4.2M0.01%Q2 202611
BESSEMER GROUP INC
CIK 0001054074
$38M3.5M0.06%Q1 202612
Allworth Financial LP
CIK 0001555170
$37M3.4M0.16%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M3.0M0.01%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$31M2.8M0.00%Q2 202615
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$19M1.8M0.01%Q2 202616
Checchi Capital Advisers, LLC
CIK 0001598186
$17M1.6M0.77%Q2 202617
Clearstead Advisors, LLC
CIK 0000842775
$17M1.6M0.16%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M1.3M0.02%Q2 202619
STONEBRIDGE ADVISORS LLC
CIK 0001367441
$13M1.2M16.07%Q2 202620
HUNTINGTON NATIONAL BANK
CIK 0000049205
$13M1.2M0.06%Q2 2026
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