DOSSIER · 13F Holders · Q2 2026
PKB

INVESCO EXCHANGE TRADED FD T

114 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 46137V779·114 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$270M
visible holders
Holders
114
filers reporting
Concentration
32.25%
RMG Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

114 institutions reported PKB in Q2 2026. RMG Wealth Management LLC leads at 32.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RMG Wealth Management LLC
CIK 0001844731
$87M1.3M8.97%Q2 2026
02
HighTower Advisors, LLC
CIK 0001462245
$34M302K0.03%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$32M290K0.00%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$22M194K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$15M132K0.01%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M115K0.00%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M92K0.00%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M84K0.00%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$9M81K0.00%Q2 2026
10
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M44K0.00%Q2 2026
11
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M44K0.01%Q2 2026
12
TRUIST FINANCIAL CORP
CIK 0000092230
$5M41K0.01%Q2 2026
13
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M51K0.02%Q2 2025
14
MAI Capital Management
CIK 0001040197
$3M29K0.01%Q2 2026
15
HighPoint Advisor Group LLC
CIK 0001616034
$3M29K0.11%Q2 2026
16
Great Diamond Partners, LLC
CIK 0001801112
$3M25K0.49%Q2 2026
17
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$3M25K0.16%Q2 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M24K0.00%Q2 2026
19
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M21K0.04%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M20K0.00%Q2 2026
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