DOSSIER · 13F Holders · Q2 2026
POWA

INVESCO EXCH TRD SLF IDX FD

77 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J775·77 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$76M
visible holders
Holders
77
filers reporting
Concentration
31.32%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported POWA in Q2 2026. LPL Financial LLC leads at 31.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$24M268K0.01%Q2 2026
02
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$12M139K0.02%Q2 2026
03
1900 WEALTH MANAGEMENT LLC
CIK 0001791996
$7M75K0.37%Q2 2026
04
Creative Planning
CIK 0001540235
$4M49K0.00%Q2 2026
05
Delos Wealth Advisors, LLC
CIK 0001878326
$4M44K2.02%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M41K0.00%Q2 2026
07
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M37K0.00%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$3M29K0.00%Q2 2026
09
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$2M27K0.14%Q1 2026
10
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M18K0.10%Q2 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M17K0.00%Q2 2026
12
Avant Capital LLC
CIK 0001653443
$1M15K0.85%Q2 2026
13
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$1M15K0.56%Q2 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M14K0.00%Q2 2026
15
Mosley Wealth Management
CIK 0002011849
$1M13K0.35%Q2 2026
16
HighTower Advisors, LLC
CIK 0001462245
$1M12K0.00%Q2 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$1M12K0.00%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M12K0.00%Q2 2026
19
Caprock Group, LLC
CIK 0001610769
$1M11K0.02%Q2 2026
20
Trek Financial, LLC
CIK 0001768195
$845K10K0.04%Q2 2026
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