DOSSIER · 13F Holders · Q1 2026
PSCH

Invesco Exch Traded Fd TR II

77 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 46138E149·77 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$24M
visible holders
Holders
77
filers reporting
Concentration
10.86%
IHT Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

77 institutions reported PSCH in Q1 2026. IHT Wealth Management, LLC leads at 10.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
IHT Wealth Management, LLC
CIK 0001697490
$3M64K0.06%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$2M45K0.00%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M45K0.00%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M41K0.00%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$2M41K0.00%Q1 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M39K0.00%Q1 2026
07
HARBOR CAPITAL ADVISORS, INC.
CIK 0001039128
$1M32K0.11%Q1 2026
08
Tower Research Capital LLC (TRC)
CIK 0001533421
$1M30K0.03%Q1 2026
09
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M29K0.04%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$1M28K0.00%Q1 2026
11
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CIK 0002026926
$1M27K0.15%Q1 2026
12
Montecito Bank & Trust
CIK 0001422508
$1M21K0.17%Q2 2026
13
MGB Wealth Management, LLC
CIK 0002015822
$1M25K0.31%Q4 2025
14
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$958K23K0.46%Q1 2026
15
UBS Group AG
CIK 0001610520
$917K22K0.00%Q1 2026
16
McGuire Investment Group, LLC
CIK 0001756959
$800K15K0.07%Q2 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$584K14K0.00%Q1 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$571K14K0.00%Q1 2026
19
AMERIPRISE FINANCIAL INC
CIK 0000820027
$530K13K0.00%Q1 2026
20
Gladstone Institutional Advisory LLC
CIK 0001766530
$516K10K0.02%Q2 2026
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