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

INVESCO EXCH TRADED FD TR II

147 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 46138G672·147 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$773M
visible holders
Holders
147
filers reporting
Concentration
19.40%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

147 institutions reported RWK in Q2 2026. MORGAN STANLEY leads at 19.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$150M1.0M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$94M643K0.02%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$84M575K0.02%Q2 202604
Fusion Family Wealth LLC
CIK 0001696209
$80M545K5.30%Q2 202605
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$79M537K0.59%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$47M323K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M255K0.01%Q2 202608
Bleakley Financial Group, LLC
CIK 0001936953
$31M213K0.40%Q2 202609
Resonant Capital Advisors, LLC
CIK 0001803236
$24M172K1.14%Q3 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M146K0.01%Q2 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M127K0.01%Q2 202612
RVW Wealth, LLC
CIK 0001756543
$18M128K1.14%Q3 202613
UBS Group AG
CIK 0001610520
$17M119K0.00%Q2 202614
Sound Income Strategies, LLC
CIK 0001730960
$15M106K0.67%Q3 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M96K0.02%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$12M83K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M77K0.01%Q2 202618
EverSource Wealth Advisors, LLC
CIK 0001710537
$7M48K0.23%Q2 202619
Ipsen Advisor Group LLC
CIK 0001964922
$7M45K4.25%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$6M42K0.00%Q2 2026
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