DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
PWV

INVESCO EXCHANGE TRADED FD T

204 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 46137V738·Exchange Traded Fund·204 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$861M
visible holders
Holders
204
filers reporting
Concentration
32.53%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

204 institutions reported PWV in Q2 2026. MORGAN STANLEY leads at 32.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$280M3.7M0.01%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$172M2.3M0.04%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$63M828K0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M565K0.01%Q2 2026
05
Arkadios Wealth Advisors
CIK 0001800798
$35M462K0.53%Q2 2026
06
UBS Group AG
CIK 0001610520
$34M448K0.00%Q2 2026
07
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$32M486K0.02%Q4 2025
08
IAG Wealth Partners, LLC
CIK 0001827261
$25M330K2.48%Q2 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$22M287K0.03%Q2 2026
10
Atlas Private Wealth Advisors
CIK 0001814234
$19M247K4.09%Q2 2026
11
Waverly Advisors, LLC
CIK 0001568787
$17M224K0.10%Q2 2026
12
Stratos Investment Management, LLC
CIK 0001707206
$17M222K0.61%Q2 2026
13
SPWM Advisors LLC
CIK 0002111209
$16M205K14.89%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M196K0.00%Q2 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M164K0.01%Q2 2026
16
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$12M162K0.12%Q2 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$12M161K0.04%Q2 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M160K0.00%Q2 2026
19
Wharton Business Group, LLC
CIK 0001513126
$12M156K0.39%Q2 2026
20
Regal Investment Advisors LLC
CIK 0001559789
$11M143K0.56%Q2 2026
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