Invesco Exchange-Traded Fund Trust II - PICB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tanager Wealth Management LLP | History | Added to | 3,676,200 | 84,920 | 8.22% | 6.84% | 1 | +808,888 | 28.21% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,174,115 | 50,222 | 11.83% | 0.44% | 2 | +2,101,086 | 2877.06% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 835,786 | 19,306 | 0.98% | 1.07% | 3 | -43,638 | -4.96% | Q1 2026 | May 04, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 621,712 | 14,361 | 5.08% | 8.52% | 4 | -286,860 | -31.57% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 483,413 | 11,166 | 0.0% | 0.0% | 5 | +71,512 | 17.36% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 448,171 | 10,352 | 0.0% | 0.0% | 6 | +31,254 | 7.5% | Q1 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Added to | 415,339 | 9,594 | 0.0% | 0.0% | 7 | +74,284 | 21.78% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 238,901 | 5,518 | 0.73% | 0.17% | 8 | +187,010 | 360.39% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | New | 139,971 | 3,233 | 0.0% | — | 9 | +139,971 | New | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 131,187 | 3,030 | 1.09% | 1.1% | 10 | +397 | 0.3% | Q1 2026 | May 04, 2026 |
| Rathbones Group PLC | History | Added to | 130,009 | 3,003 | 0.01% | 0.01% | 11 | +19,501 | 17.65% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 106,183 | 2,452 | 0.0% | — | 12 | +106,183 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 97,968 | 2,263 | 0.0% | 0.0% | 13 | +18,195 | 22.81% | Q1 2026 | May 12, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 92,532 | 2,137 | 1.88% | 2.32% | 14 | +8,298 | 9.85% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 79,886 | 1,838 | 0.0% | 0.02% | 15 | -387,442 | -82.91% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 60,665 | 1,401 | 0.01% | 0.01% | 16 | +16,751 | 38.15% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | No change | 57,215 | 1,321 | 0.87% | 0.89% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 51,235 | 1,183 | 0.01% | — | 18 | +51,235 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 48,639 | 1,123 | 0.01% | 0.01% | 19 | +1,102 | 2.32% | Q1 2026 | Apr 24, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 44,243 | 1,022 | 0.2% | 0.05% | 20 | +34,175 | 339.44% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | New | 43,847 | 1,012 | 0.0% | — | 21 | +43,847 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 42,865 | 990 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 38,309 | 902 | 0.15% | 0.15% | 23 | +1,473 | 4.0% | Q1 2026 | May 08, 2026 |
| VERITY Wealth Advisors | History | Added to | 32,431 | 749 | 0.5% | 0.26% | 24 | +15,142 | 87.58% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,536 | 722 | 0.0% | 0.0% | 25 | +25,409 | 414.71% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 30,607 | 720 | 0.3% | 0.31% | 26 | +1,371 | 4.69% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 28,096 | 649 | 0.46% | 0.3% | 27 | +9,799 | 53.56% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 27,238 | 629 | 0.0% | 0.0% | 28 | +7,370 | 37.09% | Q1 2026 | May 08, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 23,543 | 543 | 0.28% | — | 29 | +23,543 | New | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,285 | 537 | 0.0% | 0.0% | 30 | -1,722 | -6.89% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,715 | 524 | 0.0% | 0.0% | 31 | +5 | 0.02% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,116 | 510 | 0.0% | 0.0% | 32 | +5,662 | 34.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 20,789 | 481 | 0.0% | 0.0% | 33 | +795 | 3.98% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,901 | 459 | 0.0% | 0.0% | 34 | +154 | 0.78% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 19,051 | 440 | 0.0% | 0.0% | 35 | -53 | -0.28% | Q1 2026 | May 05, 2026 |
| Pacifica Partners Inc. | History | Added to | 17,315 | 399 | 0.13% | 0.17% | 36 | +1,500 | 9.48% | Q1 2026 | Apr 09, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 16,928 | 391 | 0.04% | 0.04% | 37 | +1,679 | 11.01% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,638 | 361 | 0.0% | 0.0% | 38 | +1,323 | 9.24% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,923 | 344 | 0.02% | 0.02% | 39 | +1,177 | 8.56% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 14,854 | 343 | 0.0% | 0.0% | 40 | +2,403 | 19.3% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,819 | 296 | 0.0% | 0.0% | 41 | +8,355 | 187.16% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 12,541 | 289 | 0.05% | 0.13% | 42 | -12,348 | -49.61% | Q1 2026 | Apr 20, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 12,509 | 288 | 0.09% | 0.09% | 43 | -131 | -1.04% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,982 | 276 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,367 | 262 | 0.0% | 0.0% | 45 | +2,025 | 21.68% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,473 | 241 | 0.0% | 0.0% | 46 | -1,642 | -13.55% | Q1 2026 | May 04, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | New | 10,330 | 239 | 0.17% | — | 47 | +10,330 | New | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | New | 9,245 | 213 | 0.01% | — | 48 | +9,245 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,043 | 208 | 0.01% | 0.01% | 49 | +636 | 7.57% | Q1 2026 | Apr 15, 2026 |
| Addison Advisors LLC | History | Added to | 8,740 | 201 | 0.04% | 0.05% | 50 | +90 | 1.04% | Q1 2026 | May 08, 2026 |
| Forum Finance Group S.A. | History | New | 9,450 | 175 | 0.09% | — | 51 | +9,450 | New | Q1 2026 | May 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 4,685 | 108 | 0.04% | 0.03% | 52 | +148 | 3.26% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 3,278 | 75 | 0.01% | 0.0% | 53 | +943 | 40.39% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | New | 2,117 | 48 | 0.0% | — | 54 | +2,117 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,542 | 35 | 0.0% | 0.0% | 55 | +535 | 53.13% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,000 | 23 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 716 | 16 | 0.0% | 0.0% | 57 | +6 | 0.85% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | New | 497 | 11 | 0.0% | — | 58 | +497 | New | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 429 | 10 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 238 | 5 | 0.0% | — | 60 | +238 | New | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | No change | 191 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 142 | 3 | 0.0% | — | 62 | +142 | New | Q1 2026 | May 01, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -37,337 | -100.0% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -15,141 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,137 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,808 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -1,399 | -97.63% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |