13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
RSPS

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V373·125 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.4%
vs prior quarter
13F value held
$70M
55.0% inst. owned
of float
Holders
125
+24 QoQ
filers reporting
Activity
+25 / −44
+965 added · −820 reduced
this quarter
Concentration
12.51%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

125 institutions reported RSPS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 12.5% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M298K0.00%Q1 202602
Cresset Asset Management, LLC
CIK 0001761013
$8M263K0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$8M258K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$6M201K0.01%Q1 202605
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$5M172K2.67%Q1 202606
LPL Financial LLC
CIK 0001403438
$5M163K0.00%Q1 202607
First International Bank of Israel Ltd.
CIK 0002081196
$4M127K1.10%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$3M111K0.00%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M96K0.00%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$3M95K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$3M90K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M89K0.00%Q1 202613
WealthBridge Capital Management, LLC
CIK 0001767313
$2M59K0.40%Q1 202614
Friedenthal Financial
CIK 0001598611
$2M58K0.85%Q1 202615
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$2M55K0.78%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$2M53K0.00%Q1 202617
Stelac Advisory Services LLC
CIK 0001519676
$2M52K0.31%Q1 202618
Joseph P. Lucia & Associates, LLC
CIK 0001775391
$1M51K0.53%Q1 202619
SYKON CAPITAL LLC
CIK 0001988408
$1M47K0.46%Q1 202620
SignalPoint Asset Management, LLC
CIK 0001566414
$1M46K0.33%Q4 2024
Page 1 of 7
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