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 | 5,041,629 | 112,099 | 9.34% | 9.07% | 1 | +541,988 | 12.05% | Q3 2026 | Oct 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,247,916 | 66,409 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Dunhill Financial, LLC | History | No change | 2,221,653 | 51,440 | 10.52% | 10.52% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 834,395 | 19,324 | 0.87% | 0.87% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 487,269 | 11,285 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 460,908 | 10,674 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Urban Financial Advisory Corp | History | No change | 375,756 | 8,702 | 2.4% | 2.4% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 316,541 | 7,331 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 292,360 | 6,500 | 0.71% | 0.78% | 9 | -2,585 | -0.88% | Q3 2026 | Oct 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 156,512 | 3,624 | 1.18% | 1.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 132,380 | 3,065 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 120,100 | 2,781 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 114,025 | 2,640 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 100,865 | 2,336 | 1.88% | 1.88% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 75,800 | 1,755 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 69,729 | 1,614 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 65,819 | 1,524 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 61,039 | 1,408 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Climber Capital SA | History | Added to | 61,539 | 1,297 | 0.79% | 0.85% | 19 | +1,344 | 2.23% | Q3 2026 | Oct 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 50,523 | 1,123 | 0.17% | 0.13% | 20 | +14,676 | 40.94% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 43,847 | 1,015 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 40,907 | 947 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 40,009 | 926 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VERITY Wealth Advisors | History | No change | 35,790 | 828 | 0.5% | 0.5% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Millington Financial Advisors, LLC | History | No change | 33,186 | 766 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,057 | 719 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 31,040 | 690 | 0.0% | 0.0% | 27 | +440 | 1.44% | Q3 2026 | Oct 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 28,096 | 624 | 0.41% | 0.43% | 28 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 25,631 | 593 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,404 | 541 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 23,294 | 539 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,720 | 526 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,465 | 520 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 20,621 | 477 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,359 | 472 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,069 | 464 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 19,439 | 450 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 16,796 | 388 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 15,468 | 358 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 15,336 | 341 | 0.03% | 0.04% | 40 | -2,151 | -12.3% | Q3 2026 | Oct 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,385 | 286 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,153 | 281 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,982 | 277 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacifica Partners Inc. | History | Reduced | 12,215 | 270 | 0.08% | 0.12% | 44 | -5,100 | -29.45% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,329 | 262 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Factor Wealth Management LTD | History | No change | 11,548 | 256 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,623 | 246 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,569 | 244 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 10,330 | 230 | 0.15% | 0.16% | 49 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Addison Advisors LLC | History | No change | 8,895 | 206 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | No change | 8,876 | 205 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Finance Group S.A. | History | No change | 5,600 | 105 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,124 | 91 | 0.02% | 0.03% | 53 | +36 | 0.88% | Q3 2026 | Oct 13, 2026 |
| SHP Wealth Management | History | No change | 3,278 | 75 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 2,117 | 49 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | New | 2,052 | 45 | 0.01% | — | 57 | +2,052 | New | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,953 | 45 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,875 | 43 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,090 | 24 | 0.0% | 0.0% | 59 | +10 | 0.93% | Q3 2026 | Oct 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,000 | 23 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 956 | 21 | 0.01% | 0.03% | 61 | -3,603 | -79.03% | Q3 2026 | Oct 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 672 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 477 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 497 | 11 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 238 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 180 | 4 | 0.0% | — | 66 | +180 | New | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,643 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 34 | 0 | — | 0.01% | — | -6,000 | -99.44% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |