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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 722,597 | 40,703 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 702,544 | 39,573 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 659,314 | 37,138 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 497,047 | 27,998 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 408,736 | 24,242 | 8.87% | 9.17% | 5 | +59,219 | 16.94% | Q3 2026 | Oct 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 245,164 | 13,809 | 2.98% | 2.98% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 179,557 | 12,109 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 207,116 | 11,666 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 173,633 | 10,298 | 0.1% | 0.09% | 9 | +9,190 | 5.59% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 181,244 | 10,209 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 175,219 | 9,814 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 160,008 | 9,490 | 1.12% | 1.01% | 12 | +11,013 | 7.39% | Q3 2026 | Oct 08, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 134,931 | 8,002 | 1.69% | 2.32% | 13 | -60,579 | -30.99% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,804 | 6,664 | 0.01% | 0.01% | 14 | +200 | 0.18% | Q3 2026 | Oct 13, 2026 |
| Cetera Investment Advisers | History | No change | 110,521 | 6,225 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 100,933 | 5,986 | 0.29% | 0.26% | 16 | +6,980 | 7.43% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 93,809 | 5,284 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 91,026 | 5,127 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 80,123 | 4,523 | 0.22% | 0.22% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 79,484 | 4,477 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 67,064 | 3,917 | 0.45% | 0.46% | 21 | -1,372 | -2.0% | Q3 2026 | Oct 08, 2026 |
| GTS SECURITIES LLC | History | No change | 69,046 | 3,889 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 66,079 | 3,722 | 1.12% | 1.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,158 | 2,994 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 50,457 | 2,992 | 2.34% | 2.05% | 25 | +5,399 | 11.98% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,989 | 2,759 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 41,118 | 2,439 | 0.01% | 0.01% | 27 | -32,788 | -44.36% | Q3 2026 | Nov 02, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 40,976 | 2,308 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 39,569 | 2,229 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,534 | 2,057 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWLE & CO | History | No change | 32,748 | 1,844 | 0.62% | 0.62% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 30,267 | 1,795 | 0.35% | 0.34% | 32 | -844 | -2.71% | Q3 2026 | Oct 26, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 28,240 | 1,590 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 27,903 | 1,572 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,686 | 1,523 | 0.01% | 0.01% | 35 | -2,892 | -10.12% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,965 | 1,518 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 25,882 | 1,457 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 24,806 | 1,397 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,078 | 1,368 | 0.01% | 0.01% | 39 | +219 | 0.96% | Q3 2026 | Oct 30, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 22,090 | 1,310 | 0.84% | 0.96% | 40 | -3,611 | -14.05% | Q3 2026 | Oct 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 21,924 | 1,234 | 0.2% | 0.2% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 19,911 | 1,121 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,794 | 945 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 16,476 | 928 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 15,008 | 890 | 0.79% | 0.48% | 45 | +4,220 | 39.12% | Q3 2026 | Oct 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 14,800 | 877 | 0.08% | 0.09% | 46 | +75 | 0.51% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,700 | 753 | 0.0% | 0.0% | 47 | +2,122 | 20.06% | Q3 2026 | Nov 02, 2026 |
| Daner Wealth Management, LLC | History | No change | 12,264 | 753 | 0.41% | 0.41% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,193 | 574 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,396 | 557 | 0.02% | 0.03% | 50 | +31 | 0.33% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,716 | 547 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Added to | 8,647 | 512 | 0.05% | 0.05% | 52 | +78 | 0.91% | Q3 2026 | Nov 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,028 | 452 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,583 | 449 | 0.01% | 0.01% | 54 | -12 | -0.16% | Q3 2026 | Oct 13, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 6,438 | 381 | 0.03% | 0.18% | 55 | -21,979 | -77.34% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,954 | 353 | 0.0% | 0.0% | 56 | -434 | -6.79% | Q3 2026 | Nov 02, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,841 | 346 | 0.03% | 0.04% | 57 | -611 | -9.47% | Q3 2026 | Oct 09, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 5,712 | 338 | 0.05% | — | 58 | +5,712 | New | Q3 2026 | Oct 30, 2026 |
| IRON Financial LLC | History | Added to | 5,532 | 328 | 0.14% | 0.13% | 59 | +22 | 0.4% | Q3 2026 | Oct 23, 2026 |
| QTR Family Wealth, LLC | History | Added to | 5,532 | 328 | 0.12% | 0.11% | 60 | +16 | 0.29% | Q3 2026 | Nov 02, 2026 |
| ProVise Management Group, LLC | History | No change | 5,776 | 325 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 5,122 | 303 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,035 | 298 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,087 | 286 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 5,023 | 282 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 4,725 | 280 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Aspire Capital Advisors LLC | History | No change | 4,863 | 273 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,682 | 263 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 4,218 | 250 | 0.05% | 0.09% | 69 | -3,647 | -46.37% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,421 | 249 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 3,823 | 226 | 0.01% | 0.01% | 71 | -54 | -1.39% | Q3 2026 | Oct 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,759 | 212 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,557 | 210 | 0.04% | 0.04% | 73 | -259 | -6.79% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 3,630 | 204 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,389 | 200 | 0.01% | — | 75 | +3,389 | New | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 1,969 | 110 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 1,474 | 87 | 0.02% | 0.01% | 77 | +6 | 0.41% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,207 | 67 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,070 | 60 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 624 | 37 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 582 | 34 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 557 | 31 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 29 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | New | 283 | 16 | 0.0% | — | 84 | +283 | New | Q3 2026 | Oct 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 280 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 236 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 223 | 12 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 11 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 123 | 7 | 0.0% | — | 90 | +123 | New | Q3 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,008 | -100.0% | Q3 2026 | Oct 15, 2026 |