13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
QQQJ

INVESCO EXCH TRADED FD TR II

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

CUSIP 46138G631·184 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$232M
66.0% inst. owned
of float
Holders
184
-44 QoQ
filers reporting
Activity
+93 / −7
+895 added · −797 reduced
this quarter
Concentration
18.57%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

184 institutions reported QQQJ in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 18.6% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.2M0.01%Q1 202602
Systelligence, LLC
CIK 0001882691
$21M591K4.16%Q1 202603
LPL Financial LLC
CIK 0001403438
$20M540K0.01%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M529K0.03%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M523K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$17M475K0.00%Q1 202607
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$17M456K4.72%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M347K0.00%Q1 202609
MORGAN STANLEY
CIK 0000895421
$11M312K0.00%Q1 202610
Erickson Financial Group, LLC
CIK 0001797734
$8M211K4.78%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M182K0.00%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M171K0.00%Q1 202613
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M157K0.11%Q1 202614
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$6M153K0.18%Q1 202615
Purus Wealth Management, LLC
CIK 0001844250
$5M132K1.53%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$5M125K0.00%Q1 202617
Wealthfront Advisers LLC
CIK 0001763921
$3M84K0.01%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M84K0.00%Q1 202619
Brookwood Investment Group LLC
CIK 0002066812
$3M78K0.35%Q1 202620
Essex Financial Services, Inc.
CIK 0001315785
$3M77K0.16%Q1 2026
Page 1 of 10
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