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

INVESCO EXCH TRADED FD TR II

205 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 46138G631·205 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$322M
visible holders
Holders
205
filers reporting
Concentration
16.98%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

205 institutions reported QQQJ in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$55M1.2M0.01%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M685K0.04%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$31M697K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$29M634K0.01%Q2 202605
Systelligence, LLC
CIK 0001882691
$27M602K4.57%Q2 202606
UBS Group AG
CIK 0001610520
$23M514K0.00%Q2 202607
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$21M473K5.29%Q2 202608
MORGAN STANLEY
CIK 0000895421
$19M422K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M408K0.00%Q2 202610
Erickson Financial Group, LLC
CIK 0001797734
$11M234K5.69%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M181K0.00%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M159K0.00%Q2 202613
Wealthcare Advisory Partners LLC
CIK 0001683059
$7M152K0.13%Q2 202614
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$7M151K0.18%Q2 202615
Purus Wealth Management, LLC
CIK 0001844250
$6M140K1.76%Q2 202616
Wealthfront Advisers LLC
CIK 0001763921
$5M118K0.01%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M106K0.01%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$4M82K0.00%Q2 202619
Essex Financial Services, Inc.
CIK 0001315785
$3M76K0.17%Q2 202620
Brookwood Investment Group LLC
CIK 0002066812
$3M69K0.35%Q2 2026
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