Invesco Exchange-Traded Fund Trust II - EQAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | History | No change | 4,627,456 | 274,194 | 0.23% | 0.23% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 400,248 | 23,715 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 228,655 | 13,548 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 211,835 | 12,552 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 155,539 | 9,216 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 125,102 | 7,412 | 0.15% | 0.15% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 118,711 | 7,034 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wick Capital Partners, LLC | History | No change | 76,086 | 4,508 | 0.68% | 0.68% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 73,789 | 4,372 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 52,941 | 3,136 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 51,365 | 3,043 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 47,694 | 2,826 | 1.94% | 1.94% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 46,420 | 2,751 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | No change | 48,007 | 2,749 | 1.05% | 1.04% | 14 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 45,280 | 2,683 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 44,657 | 2,558 | 0.26% | 0.26% | 16 | +741 | 1.69% | Q3 2026 | Oct 27, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 39,780 | 2,278 | 1.3% | 1.53% | 17 | -4,294 | -9.74% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 34,605 | 2,050 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 34,680 | 1,986 | 0.62% | 0.63% | 19 | -507 | -1.44% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 30,034 | 1,780 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 29,685 | 1,700 | 0.54% | 0.58% | 21 | -47 | -0.16% | Q3 2026 | Oct 16, 2026 |
| Friedenthal Financial | History | Reduced | 29,199 | 1,672 | 0.72% | 0.8% | 22 | -145 | -0.49% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,999 | 1,599 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFE Investment Counsel | History | Reduced | 26,404 | 1,512 | 0.2% | 0.21% | 24 | -425 | -1.58% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 24,168 | 1,432 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 23,958 | 1,419 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,507 | 1,333 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Philanthropic Trust | History | No change | 21,820 | 1,292 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 19,976 | 1,183 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shade Tree Advisors LLC | History | Reduced | 20,447 | 1,171 | 0.63% | 0.76% | 30 | -1,561 | -7.09% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,757 | 1,131 | 0.0% | 0.0% | 31 | +990 | 5.28% | Q3 2026 | Nov 02, 2026 |
| Breakwater Capital Group | History | Added to | 19,637 | 1,124 | 0.13% | 0.13% | 32 | +1,099 | 5.93% | Q3 2026 | Oct 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 18,945 | 1,084 | 0.19% | 0.24% | 33 | +88 | 0.47% | Q3 2026 | Oct 08, 2026 |
| Everest Private Wealth | History | No change | 16,993 | 1,006 | 0.38% | 0.38% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,466 | 914 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,690 | 870 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,653 | 809 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,884 | 795 | 0.0% | 0.0% | 38 | -20 | -0.14% | Q3 2026 | Nov 02, 2026 |
| Ulrich Consultants & Investment Group, LLC | History | New | 13,198 | 755 | 0.75% | — | 39 | +13,198 | New | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Added to | 12,770 | 731 | 0.0% | 0.0% | 40 | +53 | 0.42% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11,291 | 669 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 10,534 | 624 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,252 | 607 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,373 | 594 | 0.0% | 0.0% | 44 | +17 | 0.16% | Q3 2026 | Oct 30, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 9,757 | 589 | 0.35% | 0.35% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYKON CAPITAL LLC | History | No change | 9,468 | 561 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,200 | 545 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 8,527 | 505 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,372 | 479 | 0.01% | 0.01% | 49 | -120 | -1.41% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,043 | 476 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,903 | 468 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,820 | 463 | 0.01% | 0.01% | 52 | -447 | -5.41% | Q3 2026 | Nov 04, 2026 |
| Fielder Capital Group LLC | History | No change | 7,815 | 463 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Choate Investment Advisors | History | No change | 7,050 | 417 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,823 | 390 | 0.01% | 0.01% | 55 | -597 | -8.05% | Q3 2026 | Oct 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,503 | 372 | 0.09% | 0.1% | 56 | +27 | 0.42% | Q3 2026 | Oct 28, 2026 |
| Fort Point Capital Partners LLC | History | No change | 6,102 | 361 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,831 | 345 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 6,172 | 340 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,610 | 332 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,404 | 320 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Castleview Partners, LLC | History | Reduced | 5,557 | 318 | 0.14% | 0.15% | 62 | -63 | -1.12% | Q3 2026 | Oct 09, 2026 |
| Rede Wealth, LLC | History | Reduced | 5,350 | 306 | 0.1% | 0.11% | 63 | -36 | -0.67% | Q3 2026 | Oct 22, 2026 |
| GTS SECURITIES LLC | History | No change | 5,124 | 303 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 5,200 | 297 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quantinno Capital Management LP | History | No change | 5,018 | 297 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dodds Wealth, LLC | History | No change | 5,093 | 291 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| XTX Topco Ltd | History | No change | 4,576 | 271 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,516 | 258 | 0.01% | 0.02% | 69 | -3 | -0.07% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 4,220 | 250 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,203 | 249 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westshore Wealth, LLC | History | No change | 4,072 | 241 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,992 | 236 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 4,116 | 235 | 0.0% | 0.0% | 74 | -2,871 | -41.09% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,081 | 233 | 0.03% | 0.03% | 75 | +64 | 1.59% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,641 | 215 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,411 | 202 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,509 | 200 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,798 | 165 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,118 | 125 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 1,755 | 100 | 0.02% | 0.03% | 81 | -272 | -13.42% | Q3 2026 | Oct 16, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,538 | 88 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 1,086 | 62 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 982 | 58 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 872 | 45 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 525 | 31 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 430 | 25 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 275 | 16 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 156 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 94 | 5 | 0.0% | 0.0% | 91 | +1 | 1.08% | Q3 2026 | Oct 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 52 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 50 | 2 | 0.0% | — | 93 | +50 | New | Q3 2026 | Oct 15, 2026 |
| Clayton Financial Group LLC | History | New | 18 | 1 | 0.0% | — | 95 | +18 | New | Q3 2026 | Oct 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,723 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |