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

INVESCO EXCH TRADED FD TR II

117 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 46138E875·117 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$496M
visible holders
Holders
117
filers reporting
Concentration
22.16%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

117 institutions reported PIZ in Q2 2026. WELLS FARGO & COMPANY/MN leads at 22.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$110M2.0M0.02%Q2 202602
MORGAN STANLEY
CIK 0000895421
$67M1.2M0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$54M967K0.01%Q2 202604
AFFINITY WEALTH MANAGEMENT LLC
CIK 0000810672
$48M850K6.12%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$36M648K0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M485K0.01%Q2 202607
Axiom Financial Strategies, LLC
CIK 0001831985
$23M408K7.14%Q2 202608
UBS Group AG
CIK 0001610520
$19M346K0.00%Q2 202609
Systelligence, LLC
CIK 0001882691
$19M336K3.13%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$16M314K0.02%Q3 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M285K0.00%Q2 202612
NewSquare Capital LLC
CIK 0001546989
$10M184K0.76%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$9M165K0.01%Q2 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$8M150K0.40%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M162K0.02%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M137K0.00%Q2 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M87K0.01%Q2 202618
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$5M85K3.09%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M82K0.01%Q2 202620
Prospera Financial Services Inc
CIK 0001541625
$5M81K0.07%Q2 2026
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