Invesco Exchange-Traded Fund Trust II - IPKW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 777,070 | 43,719 | 0.01% | 0.01% | 1 | +126,517 | 19.45% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 695,777 | 39,145 | 0.0% | 0.0% | 2 | +108,140 | 18.4% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 662,043 | 37,248 | 0.0% | 0.0% | 3 | +92,567 | 16.25% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 596,057 | 33,535 | 0.01% | 0.01% | 4 | +44,424 | 8.05% | Q1 2026 | May 06, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 328,741 | 18,495 | 10.02% | 7.81% | 5 | +82,639 | 33.58% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Added to | 229,788 | 12,928 | 3.19% | 1.56% | 6 | +112,352 | 95.67% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 180,965 | 10,181 | 0.0% | 0.0% | 7 | +121,853 | 206.14% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 171,141 | 9,628 | 0.16% | 0.17% | 8 | +12,108 | 7.61% | Q1 2026 | May 18, 2026 |
| Brookstone Capital Management | History | Added to | 154,161 | 8,673 | 0.1% | 0.09% | 9 | +11,707 | 8.22% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 152,112 | 8,558 | 0.0% | 0.0% | 10 | +20,360 | 15.45% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 152,831 | 8,313 | 0.0% | 0.0% | 11 | +57,795 | 60.81% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 141,409 | 7,956 | 1.07% | 1.0% | 12 | +12,246 | 9.48% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 134,909 | 7,735 | 0.0% | 0.0% | 13 | +51,594 | 61.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 123,074 | 6,924 | 0.0% | 0.0% | 14 | +73,074 | 146.15% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 109,463 | 6,189 | 0.01% | 0.01% | 15 | -38,172 | -25.86% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 103,006 | 5,795 | 0.01% | 0.01% | 16 | +13,886 | 15.58% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 102,556 | 5,770 | 1.33% | 2.61% | 17 | -105,096 | -50.61% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,891 | 5,732 | 0.03% | 0.02% | 18 | +36,213 | 55.14% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 101,412 | 5,705 | 0.03% | 0.03% | 19 | +2,771 | 2.81% | Q1 2026 | May 05, 2026 |
| Principle Wealth Partners LLC | History | Added to | 87,614 | 4,929 | 0.28% | 0.18% | 20 | +31,477 | 56.07% | Q1 2026 | May 07, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 70,278 | 4,131 | 0.51% | 0.54% | 21 | -2,379 | -3.27% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 72,062 | 4,054 | 0.01% | 0.01% | 22 | +6,425 | 9.79% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,961 | 3,823 | 0.0% | 0.0% | 23 | -1,706 | -2.45% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 66,868 | 3,762 | 0.15% | 0.13% | 24 | +45,336 | 210.55% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 64,198 | 3,611 | 1.2% | 1.11% | 25 | +3,571 | 5.89% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 42,849 | 2,410 | 2.16% | 1.12% | 26 | +22,362 | 109.15% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 42,690 | 2,401 | 0.01% | 0.01% | 27 | +14 | 0.03% | Q1 2026 | May 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 39,447 | 2,192 | 1.87% | 1.87% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 37,753 | 2,124 | 0.07% | — | 29 | +37,753 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,283 | 2,097 | 0.0% | — | 30 | +37,283 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,639 | 2,036 | 0.01% | 0.01% | 31 | +467 | 1.29% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 33,404 | 1,879 | 0.02% | — | 32 | +33,404 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,096 | 1,708 | 0.02% | 0.02% | 33 | -7,692 | -20.36% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,119 | 1,694 | 0.0% | 0.0% | 34 | +5,536 | 22.52% | Q1 2026 | May 07, 2026 |
| Asset One Wealth Management LLC | History | New | 29,130 | 1,678 | 0.19% | — | 35 | +29,130 | New | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 29,050 | 1,634 | 0.09% | 0.09% | 36 | +15,375 | 112.43% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,286 | 1,535 | 0.0% | 0.01% | 37 | -49,664 | -64.54% | Q1 2026 | Apr 22, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 25,757 | 1,449 | 0.04% | 0.04% | 38 | +766 | 3.07% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 25,489 | 1,434 | 0.0% | 0.0% | 39 | -3,061 | -10.72% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 24,334 | 1,369 | 0.08% | 0.07% | 40 | -1,425 | -5.53% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,272 | 1,365 | 0.05% | 0.05% | 41 | +527 | 2.22% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 20,463 | 1,201 | 0.2% | 0.19% | 42 | +857 | 4.37% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,734 | 1,166 | 0.01% | 0.04% | 43 | -33,260 | -61.6% | Q1 2026 | Apr 20, 2026 |
| TOWLE & CO | History | New | 20,462 | 1,151 | 0.45% | — | 44 | +20,462 | New | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | New | 19,414 | 1,092 | 0.04% | — | 45 | +19,414 | New | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,340 | 1,088 | 0.01% | 0.01% | 46 | +1,268 | 7.02% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,372 | 1,033 | 0.0% | 0.0% | 47 | +2,937 | 19.03% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 16,366 | 920 | 0.04% | 0.05% | 48 | -2,409 | -12.83% | Q1 2026 | Apr 27, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 13,842 | 778 | 0.18% | 0.25% | 49 | -4,938 | -26.29% | Q1 2026 | Apr 22, 2026 |
| Daner Wealth Management, LLC | History | Added to | 12,787 | 748 | 0.44% | 0.43% | 50 | +1,005 | 8.53% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | New | 13,280 | 747 | 0.03% | — | 51 | +13,280 | New | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 13,030 | 733 | 0.56% | 0.62% | 52 | -1,428 | -9.88% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,698 | 658 | 0.0% | — | 53 | +11,698 | New | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 10,392 | 584 | 0.01% | 0.05% | 54 | -72,261 | -87.43% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,294 | 522 | 0.03% | 0.03% | 55 | +86 | 0.93% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,918 | 502 | 0.0% | 0.0% | 56 | +906 | 11.31% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 8,205 | 461 | 0.06% | 0.05% | 57 | +272 | 3.43% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,028 | 451 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 8,008 | 450 | 0.11% | 0.1% | 59 | +339 | 4.42% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 7,956 | 447 | 0.01% | — | 60 | +7,956 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,504 | 422 | 0.0% | 0.0% | 61 | -248 | -3.2% | Q1 2026 | Apr 27, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 6,260 | 352 | 0.17% | 0.21% | 62 | -495 | -7.33% | Q1 2026 | Apr 27, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 6,237 | 350 | 0.04% | 0.03% | 63 | +735 | 13.36% | Q1 2026 | Apr 10, 2026 |
| ProVise Management Group, LLC | History | Added to | 5,776 | 324 | 0.02% | 0.02% | 64 | +6 | 0.1% | Q1 2026 | May 06, 2026 |
| QTR Family Wealth, LLC | History | No change | 5,488 | 322 | 0.13% | 0.14% | 65 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IRON Financial LLC | History | Added to | 5,556 | 312 | 0.14% | 0.1% | 66 | +1,613 | 40.91% | Q1 2026 | Apr 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,164 | 290 | 0.02% | 0.02% | 67 | +13 | 0.25% | Q1 2026 | May 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 5,093 | 286 | 0.02% | 0.02% | 68 | +1,260 | 32.87% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,022 | 282 | 0.01% | 0.01% | 69 | +153 | 3.14% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,702 | 264 | 0.01% | 0.01% | 70 | -210 | -4.28% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,685 | 263 | 0.0% | — | 71 | +4,685 | New | Q1 2026 | Apr 22, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 4,725 | 257 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,340 | 244 | 0.05% | 0.04% | 73 | -227 | -4.97% | Q1 2026 | May 11, 2026 |
| Fortune Financial Group, Inc. | History | New | 4,209 | 236 | 0.21% | — | 74 | +4,209 | New | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,127 | 232 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 4,100 | 230 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,877 | 218 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | No change | 3,630 | 204 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,140 | 203 | 0.1% | 0.1% | 79 | -607 | -16.2% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 1,969 | 110 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,446 | 81 | 0.0% | 0.0% | 81 | -1 | -0.07% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 1,380 | 77 | 0.02% | 0.02% | 82 | -199 | -12.6% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,070 | 60 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 758 | 42 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 624 | 35 | 0.0% | — | 85 | +624 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 624 | 34 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 582 | 32 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 544 | 30 | 0.0% | 0.0% | 88 | +6 | 1.12% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 27 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Added to | 280 | 15 | 0.0% | 0.0% | 91 | +2 | 0.72% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 269 | 15 | 0.0% | 0.0% | 90 | +1 | 0.37% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 282 | 15 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | New | 252 | 14 | 0.0% | — | 93 | +252 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 227 | 12 | 0.0% | — | 94 | +227 | New | Q1 2026 | May 19, 2026 |
| MATHER GROUP, LLC. | History | New | 201 | 11 | 0.0% | — | 96 | +201 | New | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 200 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 190 | 10 | 0.0% | 0.0% | 98 | +50 | 35.71% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | New | 65 | 3 | 0.0% | — | 99 | +65 | New | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 20 | 1 | 0.0% | — | 100 | +20 | New | Q1 2026 | May 13, 2026 |
| Norris Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -95,802 | -100.0% | Q1 2026 | May 20, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -83,577 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -37,996 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -37,574 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,528 | -100.0% | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -10,602 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,124 | -100.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,633 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,840 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,944 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,286 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -231 | -100.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 08, 2026 |