Invesco Exchange-Traded Fund Trust II - PSCD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | History | New | 11,745 | 1,230 | 0.01% | — | 1 | +11,745 | New | Q4 2025 | Feb 18, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 5,857 | 613 | 0.08% | — | 2 | +5,857 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 5,304 | 555 | 0.0% | 0.0% | 3 | -187 | -3.41% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,070 | 531 | 0.0% | 0.0% | 4 | +562 | 12.47% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,515 | 473 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,934 | 412 | 0.0% | 0.0% | 6 | +3 | 0.08% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,670 | 384 | 0.0% | 0.0% | 7 | +340 | 10.21% | Q4 2025 | Feb 11, 2026 |
| Virtu Financial LLC | History | Reduced | 3,618 | 379 | 0.01% | 0.09% | 8 | -10,532 | -74.43% | Q4 2025 | Feb 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,879 | 302 | 0.0% | 0.0% | 9 | -60 | -2.04% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,009 | 210 | 0.0% | 0.0% | 10 | +5 | 0.25% | Q4 2025 | Feb 18, 2026 |
| DAGCO, INC. | History | No change | 957 | 100 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 410 | 42 | 0.0% | 0.0% | 12 | +1 | 0.24% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 157 | 16 | 0.0% | 0.0% | 13 | +1 | 0.64% | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 146 | 15 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 95 | 9 | 0.0% | — | 16 | +95 | New | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 87 | 9 | 0.0% | — | 15 | +87 | New | Q4 2025 | Feb 12, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 71 | 7 | 0.01% | — | 18 | +71 | New | Q4 2025 | Apr 24, 2026 |
| Key FInancial Inc | History | No change | 73 | 7 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 60 | 6 | 0.0% | 0.0% | 19 | -760 | -92.68% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30 | 3 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,542 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |