INVESCO EXCHANGE-TRADED FUND TRUST - UPGD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 158,385 | 12,976 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 112,789 | 9,241 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | No change | 22,450 | 1,839 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Growth Partners LLC | History | No change | 10,401 | 852 | 0.49% | 0.49% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,000 | 819 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,602 | 721 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,057 | 573 | 0.0% | — | 7 | +7,057 | New | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,227 | 510 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 5,831 | 477 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,744 | 470 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 5,377 | 441 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,000 | 409 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,000 | 409 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,065 | 333 | 0.18% | 0.18% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 3,979 | 326 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 3,940 | 322 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 3,577 | 295 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,550 | 290 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 3,263 | 267 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,951 | 241 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,004 | 218 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,450 | 118 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,265 | 103 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,151 | 94 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 245 | 81 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | No change | 781 | 63 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 600 | 47 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 417 | 34 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 372 | 30 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 161 | 13 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 169 | 13 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 144 | 11 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |