Invesco Exchange-Traded Fund Trust II - PIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,304,836 | 43,575 | 0.0% | 0.0% | 1 | +1,052,081 | 416.25% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,080,260 | 36,075 | 0.01% | 0.01% | 2 | +103,798 | 10.63% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 878,802 | 29,347 | 0.0% | 0.0% | 3 | -25,399 | -2.81% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 361,283 | 12,065 | 0.89% | 0.84% | 4 | -11,885 | -3.18% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 294,694 | 9,841 | 0.0% | 0.0% | 5 | +25,100 | 9.31% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 264,917 | 8,847 | 0.0% | 0.0% | 6 | +191,898 | 262.81% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 180,244 | 6,019 | 2.01% | 1.8% | 7 | -1,180 | -0.65% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Added to | 172,957 | 5,775 | 0.0% | 0.0% | 8 | +5,857 | 3.51% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 115,122 | 3,844 | 0.06% | 0.06% | 9 | -38,462 | -25.04% | Q2 2026 | Jul 15, 2026 |
| Wagner Wealth Management, Corp | History | New | 94,438 | 3,153 | 2.55% | — | 10 | +94,438 | New | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,905 | 2,735 | 0.01% | 0.0% | 11 | +20,488 | 33.36% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 75,968 | 2,536 | 0.0% | 0.0% | 12 | +8,315 | 12.29% | Q2 2026 | Aug 03, 2026 |
| Private Advisory Group LLC | History | Added to | 65,385 | 2,183 | 0.12% | 0.02% | 13 | +53,297 | 440.91% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,151 | 1,975 | 0.0% | 0.0% | 14 | -3,181 | -5.1% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 50,699 | 1,693 | 0.01% | 0.01% | 15 | +11,464 | 29.22% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,775 | 1,461 | 0.0% | 0.0% | 16 | -106,225 | -70.82% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 40,343 | 1,347 | 0.05% | 0.05% | 17 | +3,172 | 8.53% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,289 | 1,312 | 0.0% | 0.0% | 18 | +9,556 | 32.14% | Q2 2026 | Aug 07, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 37,894 | 1,265 | 0.43% | 0.38% | 19 | +1,304 | 3.56% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 30,217 | 1,009 | 0.35% | 0.3% | 20 | +774 | 2.63% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 29,096 | 971 | 0.01% | 0.0% | 21 | -645 | -2.17% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,110 | 805 | 0.0% | 0.0% | 22 | +2,380 | 10.95% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 21,095 | 702 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 18,387 | 614 | 0.36% | 0.35% | 24 | -3,793 | -17.1% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,171 | 607 | 0.0% | 0.0% | 25 | +4,597 | 33.87% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,152 | 606 | 0.01% | — | 26 | +18,152 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,683 | 604 | 0.0% | 0.0% | 27 | +6,951 | 59.25% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,776 | 593 | 0.0% | 0.0% | 28 | +1,259 | 7.62% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,600 | 587 | 0.0% | 0.0% | 29 | +12,090 | 219.42% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,321 | 578 | 0.0% | — | 30 | +17,321 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,995 | 567 | 0.0% | 0.0% | 31 | -1,493 | -8.08% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 16,945 | 565 | 0.0% | 0.0% | 32 | -250 | -1.45% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,963 | 499 | 0.0% | 0.0% | 33 | -20 | -0.13% | Q2 2026 | Aug 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 14,000 | 467 | 0.13% | 0.21% | 34 | -9,100 | -39.39% | Q2 2026 | Aug 12, 2026 |
| Lunt Capital Management, Inc. | History | New | 13,795 | 460 | 0.17% | — | 35 | +13,795 | New | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,350 | 445 | 0.0% | 0.0% | 36 | +11,550 | 641.67% | Q2 2026 | Aug 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 13,118 | 438 | 0.18% | 0.17% | 37 | -151 | -1.14% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,529 | 418 | 0.01% | 0.01% | 38 | -259 | -2.03% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,443 | 415 | 0.01% | 0.01% | 39 | -6,984 | -35.95% | Q2 2026 | Aug 18, 2026 |
| GTS SECURITIES LLC | History | New | 11,921 | 398 | 0.01% | — | 40 | +11,921 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,207 | 374 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nicholson Wealth Management Group, LLC | History | Added to | 10,919 | 364 | 0.21% | 0.15% | 42 | +836 | 8.29% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,533 | 351 | 0.0% | 0.0% | 43 | -1,005 | -8.71% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,044 | 335 | 0.0% | 0.0% | 44 | +50 | 0.5% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Added to | 10,027 | 334 | 0.01% | 0.01% | 45 | +125 | 1.26% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | New | 9,802 | 327 | 0.0% | — | 46 | +9,802 | New | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | New | 9,405 | 314 | 0.06% | — | 47 | +9,405 | New | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,623 | 287 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,020 | 267 | 0.0% | — | 50 | +8,020 | New | Q2 2026 | Sep 08, 2026 |
| Creative Planning | History | Added to | 8,003 | 267 | 0.0% | 0.0% | 49 | +141 | 1.79% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,522 | 251 | 0.0% | — | 51 | +7,522 | New | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | New | 7,137 | 238 | 0.0% | — | 52 | +7,137 | New | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,916 | 230 | 0.0% | 0.0% | 53 | +1,117 | 19.26% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 8,554 | 222 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 5,766 | 192 | 0.02% | — | 55 | +5,766 | New | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 5,678 | 189 | 0.0% | 0.0% | 56 | -808 | -12.46% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | No change | 4,890 | 163 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,400 | 146 | 0.0% | 0.0% | 58 | +7 | 0.16% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,440 | 81 | 0.01% | 0.01% | 59 | +7 | 0.29% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,800 | 60 | 0.0% | — | 60 | +1,800 | New | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | New | 1,168 | 39 | 0.0% | — | 61 | +1,168 | New | Q2 2026 | Jul 21, 2026 |
| Sankala Group LLC | History | Reduced | 1,116 | 36 | 0.02% | 0.03% | 62 | -399 | -26.34% | Q2 2026 | Aug 18, 2026 |
| IFP Advisors, Inc | History | New | 790 | 26 | 0.0% | — | 63 | +790 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 544 | 18 | 0.0% | — | 65 | +544 | New | Q2 2026 | Aug 06, 2026 |
| Register Financial Advisors LLC | History | Added to | 566 | 18 | 0.01% | 0.01% | 64 | +15 | 2.72% | Q2 2026 | Jul 15, 2026 |
| Highland Investment Advisors LLC | History | New | 512 | 17 | 0.01% | — | 67 | +512 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 537 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Whipplewood Advisors, LLC | History | No change | 505 | 16 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 294 | 9 | 0.0% | 0.0% | 69 | -62 | -17.42% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | New | 250 | 8 | 0.0% | — | 70 | +250 | New | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 239 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 118 | 3 | 0.0% | 0.0% | 74 | -597 | -83.5% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 106 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 118 | 3 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,640 | -100.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,672 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -9,461 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |