Invesco Exchange-Traded Fund Trust II - PIZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 2,245,977 | 111,220 | 0.02% | 0.02% | 1 | +243,085 | 12.14% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,085,573 | 53,757 | 0.0% | 0.0% | 2 | +122,947 | 12.77% | Q1 2026 | May 15, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | New | 844,684 | 41,828 | 6.33% | — | 3 | +844,684 | New | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 675,814 | 33,466 | 0.01% | 0.01% | 4 | +55,700 | 8.98% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 612,716 | 30,342 | 0.01% | 0.0% | 5 | +35,439 | 6.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 486,865 | 24,109 | 0.0% | 0.0% | 6 | +191,894 | 65.06% | Q1 2026 | May 05, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 399,835 | 19,799 | 6.97% | 4.8% | 7 | +167,171 | 71.85% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 387,094 | 19,168 | 0.01% | 0.0% | 8 | +122,084 | 46.07% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 342,692 | 16,970 | 1.03% | 1.05% | 9 | +1,562 | 0.46% | Q1 2026 | Apr 13, 2026 |
| Systelligence, LLC | History | Reduced | 335,145 | 16,596 | 3.23% | 3.44% | 10 | -34,004 | -9.21% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 317,195 | 15,953 | 0.03% | 0.04% | 11 | -220,178 | -40.97% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 283,135 | 14,020 | 0.0% | 0.0% | 12 | +74,195 | 35.51% | Q1 2026 | May 04, 2026 |
| NewSquare Capital LLC | History | Added to | 187,285 | 9,274 | 0.8% | 0.28% | 13 | +122,978 | 191.24% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 161,640 | 8,004 | 0.02% | 0.01% | 14 | +117,989 | 270.3% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 146,141 | 7,236 | 0.01% | 0.0% | 15 | +71,727 | 96.39% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 98,272 | 4,866 | 0.37% | 0.16% | 16 | +56,046 | 132.73% | Q1 2026 | Apr 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 91,519 | 4,531 | 0.07% | 0.03% | 17 | +50,898 | 125.3% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 84,813 | 4,199 | 0.0% | 0.0% | 18 | +78,926 | 1340.68% | Q1 2026 | May 12, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 75,410 | 3,734 | 2.23% | 2.45% | 19 | -5,581 | -6.89% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 77,480 | 3,697 | 0.0% | 0.0% | 20 | +31,940 | 70.14% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,861 | 3,261 | 0.0% | 0.0% | 21 | +3,387 | 5.42% | Q1 2026 | Apr 27, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 64,576 | 3,197 | 2.55% | — | 22 | +64,576 | New | Q1 2026 | Apr 16, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 61,442 | 3,042 | 2.73% | 2.68% | 23 | +5,992 | 10.81% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 61,308 | 3,035 | 0.0% | 0.0% | 24 | -2,444 | -3.83% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 57,853 | 2,864 | 0.01% | 0.01% | 25 | +4,020 | 7.47% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 57,196 | 2,801 | 0.02% | 0.02% | 26 | +2,993 | 5.52% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 54,280 | 2,687 | 0.0% | — | 27 | +54,280 | New | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 43,486 | 2,153 | 0.03% | — | 28 | +43,486 | New | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | New | 41,116 | 2,036 | 0.0% | — | 29 | +41,116 | New | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 41,110 | 2,035 | 0.01% | 0.01% | 30 | +994 | 2.48% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 38,985 | 1,930 | 0.13% | 0.03% | 31 | +30,110 | 339.27% | Q1 2026 | May 08, 2026 |
| Greenline Wealth Management LLC | History | Added to | 36,734 | 1,819 | 2.1% | 1.68% | 32 | +3,591 | 10.83% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 36,704 | 1,817 | 0.19% | 0.18% | 33 | +2,917 | 8.63% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 36,704 | 1,817 | 0.27% | 0.25% | 34 | +2,917 | 8.63% | Q1 2026 | May 11, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 34,317 | 1,699 | 0.71% | 0.73% | 35 | -2,507 | -6.81% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Added to | 33,477 | 1,657 | 0.08% | 0.08% | 36 | +1,852 | 5.86% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 33,128 | 1,640 | 0.01% | 0.01% | 37 | +3,969 | 13.61% | Q1 2026 | Jun 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,055 | 1,240 | 0.01% | 0.0% | 38 | +8,339 | 49.89% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,539 | 1,215 | 0.0% | 0.0% | 39 | -19,239 | -43.95% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,936 | 1,135 | 0.03% | 0.03% | 40 | +132 | 0.58% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 20,912 | 1,035 | 0.05% | 0.06% | 41 | -1,631 | -7.24% | Q1 2026 | Apr 13, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 20,871 | 1,033 | 0.65% | 0.86% | 42 | -6,527 | -23.82% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,766 | 1,028 | 0.0% | 0.0% | 43 | -3,572 | -14.68% | Q1 2026 | May 15, 2026 |
| Trueblood Wealth Management, LLC | History | Reduced | 19,502 | 965 | 0.38% | 0.39% | 44 | -1,085 | -5.27% | Q1 2026 | Apr 21, 2026 |
| Formidable Asset Management, LLC | History | Added to | 19,100 | 935 | 0.14% | 0.06% | 45 | +10,935 | 133.93% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 18,443 | 913 | 0.04% | 0.02% | 46 | +11,926 | 183.0% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 17,014 | 842 | 0.01% | — | 47 | +17,014 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,753 | 841 | 0.0% | 0.0% | 48 | -14,102 | -44.27% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 16,127 | 798 | 0.0% | 0.0% | 49 | -692 | -4.11% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,210 | 753 | 0.01% | 0.01% | 50 | +1,138 | 8.09% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,114 | 748 | 0.0% | 0.0% | 51 | -114,520 | -88.34% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 14,115 | 698 | 0.34% | 0.25% | 52 | +3,373 | 31.4% | Q1 2026 | Apr 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 13,757 | 681 | 0.42% | — | 53 | +13,757 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,279 | 657 | 0.0% | 0.0% | 54 | +1,925 | 16.95% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 12,896 | 638 | 0.01% | 0.0% | 55 | +9,001 | 231.09% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,327 | 554 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 10,621 | 520 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,382 | 514 | 0.0% | — | 58 | +10,382 | New | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,295 | 509 | 0.0% | 0.0% | 59 | +6,757 | 190.98% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,746 | 446 | 0.0% | 0.0% | 60 | +5,488 | 168.45% | Q1 2026 | Apr 07, 2026 |
| Monument Capital Management | History | No change | 8,855 | 438 | 0.11% | 0.11% | 61 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 8,248 | 408 | 0.0% | 0.0% | 62 | -258 | -3.03% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,245 | 408 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Heirloom Wealth Management | History | New | 8,197 | 405 | 0.07% | — | 64 | +8,197 | New | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,994 | 395 | 0.0% | 0.0% | 65 | -488 | -5.75% | Q1 2026 | May 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 7,730 | 382 | 0.2% | 0.18% | 66 | +31 | 0.4% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,676 | 380 | 0.0% | 0.0% | 67 | -4,583 | -37.38% | Q1 2026 | May 15, 2026 |
| Nicholson Wealth Management Group, LLC | History | New | 7,652 | 378 | 0.22% | — | 68 | +7,652 | New | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,492 | 371 | 0.01% | 0.06% | 69 | -28,817 | -79.37% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,271 | 360 | 0.0% | 0.0% | 70 | -170 | -2.28% | Q1 2026 | May 14, 2026 |
| Stelac Advisory Services LLC | History | New | 7,250 | 359 | 0.07% | — | 71 | +7,250 | New | Q1 2026 | May 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 7,057 | 349 | 0.07% | 0.08% | 72 | -1,208 | -14.62% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Added to | 6,795 | 336 | 0.03% | 0.03% | 73 | +1,293 | 23.5% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,583 | 325 | 0.01% | 0.01% | 75 | +300 | 4.77% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,573 | 325 | 0.0% | 0.0% | 74 | -100 | -1.5% | Q1 2026 | May 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 6,558 | 324 | 0.02% | 0.02% | 76 | +1,631 | 33.1% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 6,479 | 320 | 0.14% | 0.86% | 77 | -34,419 | -84.16% | Q1 2026 | Apr 23, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 6,381 | 315 | 0.12% | 0.18% | 78 | -8,277 | -56.47% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | New | 6,092 | 301 | 0.0% | — | 79 | +6,092 | New | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,864 | 290 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 5,773 | 285 | 0.06% | 0.05% | 81 | +200 | 3.59% | Q1 2026 | Apr 13, 2026 |
| Darden Wealth Group Inc | History | New | 5,509 | 272 | 0.14% | — | 82 | +5,509 | New | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5,325 | 263 | 0.02% | 0.02% | 83 | -93 | -1.72% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,235 | 259 | 0.0% | 0.0% | 84 | +3,253 | 164.13% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,214 | 258 | 0.0% | 0.0% | 85 | -165 | -3.07% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,176 | 256 | 0.0% | 0.0% | 86 | +18 | 0.35% | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | New | 5,120 | 253 | 0.19% | — | 87 | +5,120 | New | Q1 2026 | Apr 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 4,950 | 245 | 0.07% | 0.08% | 88 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,679 | 83 | 0.0% | 0.0% | 89 | -5,798 | -77.54% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | No change | 1,637 | 81 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,564 | 77 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,306 | 64 | 0.01% | 0.01% | 92 | -681 | -34.27% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 1,147 | 56 | 0.0% | 0.0% | 93 | -1,565 | -57.71% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 741 | 36 | 0.0% | 0.0% | 94 | -73 | -8.97% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 600 | 29 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 476 | 23 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Key FInancial Inc | History | No change | 406 | 20 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | No change | 367 | 18 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 294 | 15 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Caldwell Trust Co | History | New | 250 | 12 | 0.0% | — | 100 | +250 | New | Q1 2026 | Apr 22, 2026 |
| Aventura Private Wealth, LLC | History | New | 168 | 8 | 0.0% | — | 101 | +168 | New | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 88 | 4 | 0.0% | 0.0% | 102 | -3 | -3.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 56 | 2 | 0.0% | — | 103 | +56 | New | Q1 2026 | May 07, 2026 |
| Realta Investment Advisors | History | No change | 40 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -45,245 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,740 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,298 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -11,652 | -100.0% | Q1 2026 | May 15, 2026 |
| Bolthouse Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,190 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,500 | -100.0% | Q1 2026 | Jun 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -836 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 23, 2026 |