13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
PWB

INVESCO EXCHANGE TRADED FD T

232 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V746·Exchange Traded Fund·232 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.0%
vs prior quarter
13F value held
$739M
79.0% inst. owned
of float
Holders
232
+45 QoQ
filers reporting
Activity
+45 / −71
+1,001 added · −791 reduced
this quarter
Concentration
27.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

232 institutions reported PWB in Q1 2026. LPL Financial LLC leads at 27.6% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$204M1.6M0.05%Q1 202602
MORGAN STANLEY
CIK 0000895421
$104M827K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$83M661K0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$56M443K0.00%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M241K0.01%Q1 202606
ACT WEALTH MANAGEMENT, LLC
CIK 0001814191
$27M212K8.97%Q1 202607
Center for Wealth Management Advisory
CIK 0002121390
$26M210K19.04%Q1 202608
Garden State Investment Advisory Services LLC
CIK 0001965351
$21M167K4.62%Q1 202609
UBS Group AG
CIK 0001610520
$21M165K0.00%Q1 202610
Wharton Business Group, LLC
CIK 0001513126
$21M164K0.78%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M139K0.02%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M136K0.00%Q1 202613
WIN ADVISORS, INC
CIK 0001897144
$16M127K7.31%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$15M117K0.06%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$15M115K0.00%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$15M115K0.16%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$13M107K0.00%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$13M102K0.06%Q1 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$13M101K0.02%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M100K0.00%Q1 2026
Page 1 of 12
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