DOSSIER · 13F Holders · Q2 2026
PJP

INVESCO EXCHANGE TRADED FD T

126 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V662·126 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$81M
visible holders
Holders
126
filers reporting
Concentration
19.83%
Peak Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

126 institutions reported PJP in Q2 2026. Peak Asset Management, LLC leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Peak Asset Management, LLC
CIK 0001632512
$16M136K2.37%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$12M102K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$6M50K0.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$5M43K0.00%Q2 2026
05
Cavalier Investments, LLC
CIK 0001655543
$5M46K0.13%Q1 2026
06
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M39K0.01%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M37K0.00%Q2 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M31K0.00%Q2 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M26K0.00%Q2 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M23K0.00%Q2 2026
11
Joseph Group Capital Management
CIK 0001910383
$3M23K0.57%Q2 2026
12
MGB Wealth Management, LLC
CIK 0002015822
$2M21K0.63%Q4 2025
13
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$2M18K0.49%Q2 2026
14
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M17K0.01%Q2 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$2M17K0.00%Q2 2026
16
Trilogy Capital Inc.
CIK 0001722512
$2M15K0.07%Q2 2026
17
Rockefeller Capital Management L.P.
CIK 0001739439
$2M15K0.00%Q2 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1M12K0.00%Q2 2026
19
Institute for Wealth Management, LLC.
CIK 0001533954
$1M12K0.13%Q2 2026
20
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M10K0.00%Q2 2026
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