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 | 135,423 | 6,064 | 2.04% | 2.03% | 1 | +8,380 | 6.6% | Q3 2026 | Oct 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 59,628 | 2,810 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | No change | 41,761 | 1,968 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 40,283 | 1,898 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 38,727 | 1,734 | 0.66% | 0.71% | 5 | +99 | 0.26% | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 34,340 | 1,618 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 27,807 | 1,310 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,888 | 1,220 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,904 | 844 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 17,185 | 769 | 0.0% | — | 10 | +17,185 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,328 | 686 | 0.0% | 0.0% | 11 | -2,078 | -11.94% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,874 | 512 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 10,747 | 506 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 9,036 | 425 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,773 | 393 | 0.01% | 0.01% | 15 | -110 | -1.24% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,598 | 311 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,564 | 262 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,281 | 248 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 5,480 | 245 | 0.08% | 0.09% | 19 | -110 | -1.97% | Q3 2026 | Nov 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,927 | 233 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,330 | 156 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | No change | 3,015 | 142 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,863 | 136 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,209 | 56 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 851 | 40 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 768 | 36 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 702 | 33 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 28 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 455 | 21 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 461 | 21 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 364 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Regatta Research & Money Management | History | No change | 290 | 13 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 266 | 12 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allied Private Wealth LLC | History | No change | 268 | 12 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nova Financial LLC | History | New | 250 | 11 | 0.0% | — | 36 | +250 | New | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 244 | 11 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 172 | 8 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 200 | 8 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 151 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 123 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Continuum Advisory, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,207 | -100.0% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 12 | 0 | — | 0.03% | — | -4,736 | -99.75% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |