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

INVESCO EXCH TRADED FD TR II

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

CUSIP 46138G862·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
33
filers reporting
Concentration
20.67%
SYKON CAPITAL LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported PVI in Q2 2026. SYKON CAPITAL LLC leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SYKON CAPITAL LLC
CIK 0001988408
$4M165K1.26%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M111K0.00%Q2 202603
Wealthcare Advisory Partners LLC
CIK 0001683059
$2M86K0.04%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M55K0.00%Q2 202605
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$1M50K0.01%Q2 202606
Janney Capital Management LLC
CIK 0001569855
$1M40K0.06%Q4 202507
Janney Montgomery Scott LLC
CIK 0001329948
$991K40K0.00%Q1 202608
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$982K39K0.04%Q2 202609
LPL Financial LLC
CIK 0001403438
$813K33K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$702K28K0.00%Q2 202611
Avior Wealth Management, LLC
CIK 0001599868
$490K20K0.01%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$444K18K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$434K17K0.00%Q1 202614
First Affirmative Financial Network
CIK 0001656282
$433K17K0.17%Q1 202615
Wealthcare Capital Partners, LLC
CIK 0002053307
$352K14K0.15%Q2 202616
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$349K14K0.03%Q2 202617
Arkadios Wealth Advisors
CIK 0001800798
$346K14K0.01%Q2 202618
SimpliFi, Inc.
CIK 0001716983
$306K12K0.12%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$293K12K0.00%Q2 202620
MORGAN STANLEY
CIK 0000895421
$292K12K0.00%Q2 2026
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