INVESCO EXCHANGE-TRADED FUND TRUST - PBJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mainsail Financial Group, LLC | History | Added to | 103,815 | 5,082 | 2.12% | 1.87% | 1 | +3,665 | 3.66% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 84,716 | 4,147 | 0.0% | 0.0% | 2 | +31,967 | 60.6% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 43,268 | 2,118 | 1.0% | 0.89% | 3 | +89 | 0.21% | Q1 2026 | Apr 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 42,967 | 2,103 | 0.14% | 0.13% | 4 | +640 | 1.51% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 34,386 | 1,683 | 0.0% | 0.0% | 5 | -20,130 | -36.92% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,196 | 1,380 | 0.0% | 0.0% | 6 | +9,832 | 53.54% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 25,924 | 1,269 | 0.0% | 0.0% | 7 | -3,583 | -12.14% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,773 | 1,261 | 0.02% | 0.01% | 8 | +10,128 | 64.74% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,847 | 1,216 | 0.0% | — | 9 | +24,847 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,473 | 855 | 0.0% | 0.0% | 10 | -503 | -2.8% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,242 | 746 | 0.0% | 0.0% | 11 | -3,108 | -16.94% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,154 | 741 | 0.0% | 0.0% | 12 | +13,307 | 720.47% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 13,577 | 664 | 0.0% | 0.0% | 13 | +3,441 | 33.95% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,983 | 586 | 0.0% | 0.0% | 14 | -3,486 | -22.54% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,262 | 502 | 0.0% | 0.0% | 15 | -43,386 | -80.87% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,753 | 429 | 0.01% | 0.01% | 16 | -130 | -1.46% | Q1 2026 | Apr 21, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 5,640 | 276 | 0.11% | 0.1% | 17 | -152 | -2.62% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,609 | 274 | 0.0% | 0.0% | 18 | -1,382 | -19.77% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,555 | 271 | 0.01% | 0.01% | 19 | +10 | 0.18% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,346 | 261 | 0.0% | 0.0% | 20 | +72 | 1.37% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,280 | 258 | 0.01% | 0.0% | 21 | +4,234 | 404.78% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | New | 4,881 | 245 | 0.04% | — | 22 | +4,881 | New | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,926 | 242 | 0.01% | 0.01% | 23 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,119 | 202 | 0.0% | — | 24 | +4,119 | New | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,330 | 163 | 0.07% | 0.06% | 25 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,071 | 150 | 0.0% | 0.0% | 26 | -461 | -13.05% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,052 | 100 | 0.0% | — | 27 | +2,052 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,206 | 59 | 0.0% | 0.0% | 28 | +4 | 0.33% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 985 | 48 | 0.0% | 0.0% | 29 | +573 | 139.08% | Q1 2026 | Jun 02, 2026 |
| Sound Income Strategies, LLC | History | No change | 868 | 42 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 829 | 40 | 0.0% | 0.0% | 31 | +418 | 101.7% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 798 | 39 | 0.0% | — | 32 | +798 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 768 | 37 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 702 | 34 | 0.0% | — | 34 | +702 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 29 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | New | 491 | 24 | 0.0% | — | 36 | +491 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 455 | 22 | 0.0% | 0.0% | 37 | +30 | 7.06% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 461 | 22 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 434 | 21 | 0.0% | — | 41 | +434 | New | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 449 | 21 | 0.0% | 0.0% | 40 | -24 | -5.07% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 364 | 17 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 266 | 13 | 0.0% | 0.0% | 43 | +1 | 0.38% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 244 | 11 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 200 | 9 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 171 | 7 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 50 | 2 | 0.0% | 0.0% | 48 | -200 | -80.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 49 | 2 | 0.0% | — | 50 | +43 | 716.67% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | New | 25 | 1 | 0.0% | — | 51 | +25 | New | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -341,433 | -100.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,378 | -100.0% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.44% | — | -13,217 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,982 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |