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

INVESCO EXCH TRADED FD TR II

442 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 46138E511·442 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
442
filers reporting
Concentration
50.35%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

442 institutions reported PGX in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 50.3% 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
$883M81.1M0.06%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$165M15.1M0.03%Q1 202603
Bramshill Investments, LLC
CIK 0001619899
$112M10.3M9.63%Q1 202604
UBS Group AG
CIK 0001610520
$101M9.3M0.02%Q1 202605
MORGAN STANLEY
CIK 0000895421
$69M6.3M0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$58M5.3M0.02%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$45M4.1M0.01%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$44M4.1M0.00%Q1 202609
Spectrum Asset Management, Inc.
CIK 0001318293
$42M3.9M84.85%Q1 202610
BESSEMER GROUP INC
CIK 0001054074
$38M3.5M0.06%Q1 202611
Allworth Financial LP
CIK 0001555170
$37M3.4M0.15%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$32M3.0M0.01%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M2.7M0.01%Q1 202614
Clearstead Advisors, LLC
CIK 0000842775
$18M1.7M0.17%Q1 202615
Checchi Capital Advisers, LLC
CIK 0001598186
$15M1.4M0.76%Q1 202616
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$13M1.2M0.00%Q1 202617
STONEBRIDGE ADVISORS LLC
CIK 0001367441
$13M1.2M15.75%Q1 202618
HUNTINGTON NATIONAL BANK
CIK 0000049205
$13M1.2M0.07%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M1.1M0.02%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M1.1M0.02%Q1 2026
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