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

INVESCO EXCH TRADED FD TR II

193 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 46138G631·193 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
193
filers reporting
Concentration
17.86%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

193 institutions reported QQQJ in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 17.9% 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
$43M1.2M0.01%Q1 202602
Systelligence, LLC
CIK 0001882691
$27M602K4.57%Q2 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
Wealthcare Advisory Partners LLC
CIK 0001683059
$7M152K0.13%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M182K0.00%Q1 202613
Purus Wealth Management, LLC
CIK 0001844250
$6M140K1.76%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M171K0.00%Q1 202615
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$6M153K0.18%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$5M125K0.00%Q1 202617
Brookwood Investment Group LLC
CIK 0002066812
$3M69K0.35%Q2 202618
Wealthfront Advisers LLC
CIK 0001763921
$3M84K0.01%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M84K0.00%Q1 202620
GUIDANCE CAPITAL, INC
CIK 0001958743
$3M67K0.63%Q2 2026
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