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

INVESCO EXCH TRADED FD TR II

133 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 46138E206·133 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$790M
visible holders
Holders
133
filers reporting
Concentration
54.24%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q2 2026

133 institutions reported PWZ in Q2 2026. Wealthfront Advisers LLC leads at 54.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthfront Advisers LLC
CIK 0001763921
$429M17.5M0.82%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$85M3.5M0.11%Q2 202603
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$51M2.1M1.37%Q2 202604
Miracle Mile Advisors, LLC
CIK 0001585859
$30M1.2M0.36%Q2 202605
SYON CAPITAL LLC
CIK 0001999353
$30M1.2M1.32%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M1.2M0.00%Q2 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$25M1.0M0.16%Q2 202608
EP Wealth Advisors, LLC
CIK 0001540569
$19M789K0.07%Q2 202609
LPL Financial LLC
CIK 0001403438
$17M683K0.00%Q2 202610
MORGAN STANLEY
CIK 0000895421
$15M626K0.00%Q2 202611
FIRST FOUNDATION ADVISORS
CIK 0001086763
$9M380K0.33%Q2 202612
Shared Vision Wealth Group LLC
CIK 0002008178
$8M311K2.62%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$7M298K0.00%Q2 202614
Pure Financial Advisors, LLC
CIK 0001571556
$7M285K0.09%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$7M306K0.05%Q3 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M184K0.00%Q2 202617
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$4M169K0.25%Q2 202618
Affinity Capital Advisors, LLC
CIK 0001810023
$4M181K0.47%Q3 202619
HighTower Advisors, LLC
CIK 0001462245
$4M146K0.00%Q2 202620
Chatterton & Associates Inc.
CIK 0002102688
$4M145K2.08%Q2 2026
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