DOSSIER · 13F Holders · Q4 2025
XRLV

INVESCO EXCH TRADED FD TR II

4 institutions still hold INVESCO EXCH TRADED FD TR II as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E388·4 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$3M
visible holders
Holders
4
filers reporting
Concentration
51.93%
MGB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q4 2025

4 institutions reported XRLV in Q4 2025. MGB Wealth Management, LLC leads at 51.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MGB Wealth Management, LLC
CIK 0002015822
$2M28K0.43%Q4 2025
02
Apexium Financial, LP
CIK 0001765285
$1M21K0.06%Q3 2025
03
CITADEL ADVISORS LLC
CIK 0001423053
$241K4K0.00%Q4 2025
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025