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

INVESCO EXCH TRADED FD TR II

49 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 46138E529·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
49
filers reporting
Concentration
17.14%
Hennion & Walsh Asset Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported PZT in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 17.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$8M354K0.23%Q2 202602
HighTower Advisors, LLC
CIK 0001462245
$5M242K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$4M191K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M173K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$4M170K0.00%Q1 202606
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M161K0.03%Q1 202607
Miracle Mile Advisors, LLC
CIK 0001585859
$3M113K0.03%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M86K0.00%Q1 202609
AMERICAN FINANCIAL & TAX STRATEGIES INC
CIK 0000911927
$2M77K0.82%Q1 202610
Note Advisors, LLC
CIK 0002056243
$2M73K0.81%Q1 202611
EP Wealth Advisors, LLC
CIK 0001540569
$2M71K0.01%Q1 202612
Tortoise Investment Management, LLC
CIK 0001599511
$1M63K0.11%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M53K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$1M50K0.00%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M47K0.00%Q1 202616
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$954K43K0.04%Q2 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$938K43K0.01%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$789K36K0.00%Q1 202619
Passumpsic Savings Bank
CIK 0002023170
$768K34K0.42%Q4 202520
UBS Group AG
CIK 0001610520
$756K34K0.00%Q1 2026
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