13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PIZ

INVESCO EXCH TRADED FD TR II

105 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 46138E875·105 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.1%
vs prior quarter
13F value held
$441M
54.0% inst. owned
of float
Holders
105
-66 QoQ
filers reporting
Activity
+62 / −99
+865 added · −777 reduced
this quarter
Concentration
25.21%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported PIZ in Q1 2026. WELLS FARGO & COMPANY/MN leads at 25.2% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$111M2.2M0.02%Q1 202602
MORGAN STANLEY
CIK 0000895421
$54M1.1M0.00%Q1 202603
AFFINITY WEALTH MANAGEMENT LLC
CIK 0000810672
$42M845K6.33%Q1 202604
LPL Financial LLC
CIK 0001403438
$33M676K0.01%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$30M613K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$24M487K0.00%Q1 202607
Axiom Financial Strategies, LLC
CIK 0001831985
$20M400K6.97%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M387K0.01%Q1 202609
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$17M343K1.03%Q1 202610
Systelligence, LLC
CIK 0001882691
$17M335K3.23%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$16M317K0.03%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M283K0.00%Q1 202613
NewSquare Capital LLC
CIK 0001546989
$9M187K0.80%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$7M146K0.01%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$6M130K0.00%Q4 202516
NBC SECURITIES, INC.
CIK 0000791540
$5M98K0.37%Q1 202617
Prospera Financial Services Inc
CIK 0001541625
$5M92K0.07%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M85K0.00%Q1 202619
Del-Sette Capital Management, LLC
CIK 0001610580
$4M75K2.23%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M77K0.00%Q1 2026
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