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

INVESCO EXCHANGE TRADED FD T

44 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 46137V795·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$34M
visible holders
Holders
44
filers reporting
Concentration
37.90%
Transamerica Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported PUI in Q2 2026. Transamerica Financial Advisors, LLC leads at 37.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Transamerica Financial Advisors, LLC
CIK 0001502149
$13M268K1.08%Q2 202602
LPL Financial LLC
CIK 0001403438
$6M117K0.00%Q2 202603
ROI Financial Advisors, LLC
CIK 0002011633
$2M49K1.20%Q2 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M42K0.00%Q2 202605
MORGAN STANLEY
CIK 0000895421
$2M42K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M38K0.00%Q2 202607
AlphaCore Capital LLC
CIK 0001713662
$1M25K0.02%Q2 202608
Capital Advisors, Ltd. LLC
CIK 0001597878
$731K16K0.08%Q1 202609
Advisory Services Network, LLC
CIK 0001573876
$706K15K0.01%Q2 202610
Trek Financial, LLC
CIK 0001768195
$602K13K0.03%Q2 202611
NWF Advisory Services Inc.
CIK 0002045735
$591K12K0.06%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$553K12K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$505K11K0.00%Q2 202614
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$411K9K0.02%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$392K8K0.00%Q2 202616
StoneX Group Inc.
CIK 0000913760
$338K7K0.01%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$325K7K0.00%Q2 202618
UBS Group AG
CIK 0001610520
$275K6K0.00%Q2 202619
Ameritas Advisory Services, LLC
CIK 0001901275
$270K6K0.01%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$263K6K0.00%Q1 2026
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