HolderBook

INVESCO EXCH TRADED FD TR II (IBBQ)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

34
Reporting holders
$17.5M
Reported value
0.0%
Held as options
-5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
RAYMOND JAMES FINANCIAL INC$3.1M95,3810.00%3q+4.4%+$130.2K
WMS Group LLC$1.9M59,1182.49%3q-0.5%-$9.7K
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$1.8M58,6000.12%11q+100.0%+$894.5K
TWO SIGMA INVESTMENTS, LP$1.7M51,4000.00%3qHELD
COMMONWEALTH EQUITY SERVICES, LLC$1.6M49,9510.00%2q-54.6%-$2.0M
Independent Advisor Alliance$969.2K29,6760.02%3q+11.8%+$102.1K
Advisory Services Network, LLC$710.6K21,7590.01%2q+3.7%+$25.5K
Churchill Financial Advisors, LLC$663.8K20,3260.13%newNEW
Orion Porfolio Solutions, LLC$646.3K19,7900.00%3q+43.9%+$197.2K
Clearstead Advisors, LLC$635.0K19,4410.01%2q-49.9%-$633.6K
LPL Financial LLC$521.3K15,9600.00%3q-89.5%-$4.4M
Tower Research Capital LLC (TRC)$496.2K15,1940.01%2q-54.3%-$588.8K
Concurrent Investment Advisors, LLC$463.8K14,2020.00%2q-3.4%-$16.3K
RAFFA WEALTH MANAGEMENT, LLC$410.5K12,5700.05%5qHELD
Beckerman Institutional, LLC$374.1K11,4560.18%4q+3.9%+$13.9K
OSAIC HOLDINGS, INC.$346.6K10,6110.00%15q+5.2%+$17.0K
CreativeOne Wealth, LLC$289.5K8,8630.01%3q+11.7%+$30.2K
Ignite Planners, LLC$260.3K7,9540.04%3q+3.3%+$8.2K
Breakwater Capital Group$230.7K7,0630.03%2q+2.3%+$5.1K
Lauer Wealth, LLC$201.3K6,2000.12%newNEW
ROYAL BANK OF CANADA$43.0K1,3060.00%3qHELD
Signature Equity Partners, LLC$21.3K6540.01%3qHELD
Princeton Global Asset Management LLC$19.6K6010.00%4q+200.5%+$13.1K
MORGAN STANLEY$18.0K5510.00%2qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.3K5000.00%newNEW
FMR LLC$8.6K2630.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.2K2510.00%3q-82.7%-$39.2K
PRIVATE TRUST CO NA$7.4K2270.00%newNEW
HARBOUR INVESTMENTS, INC.$5.5K1670.00%2qHELD
Strengthening Families & Communities, LLC$3.2K990.00%3q+1.0%
WELLS FARGO & COMPANY/MN$2.8K850.00%2q-50.0%-$2.8K
Institute for Wealth Management, LLC.$2.5K770.00%newNEW
AE Wealth Management LLC$2.2K670.00%2qHELD
Meramec Financial Planners, LLC$815250.00%3qHELD
Farmers & Merchants Trust Co of Chambersburg PA$72000.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202634$17.5M540,38861280.0%
Q1 202639$21.7M747,35915680.0%
Q4 202530$20.4M717,65113230.0%
Q3 202520$8.2M337,2216310.0%
Q2 202519$6.6M313,0406160.0%
Q1 202518$8.9M414,1703330.0%
Q4 202421$9.7M446,3902440.0%
Q3 202422$11.6M489,0738330.0%
Q2 202415$9.9M435,3740620.0%
Q1 202418$10.9M493,4256330.0%
Q4 202312$8.0M367,2683130.0%
Q3 202313$7.0M354,5031340.0%
Q2 202313$7.0M344,5542240.0%
Q1 202311$6.6M319,5942310.0%
Q4 202211$6.8M320,6613430.0%
Q3 202212$8.9M471,5744140.0%
Q2 20229$8.6M456,3972230.0%
Q1 202211$17.2M818,8053330.0%
Q4 20219$15.9M668,8413130.0%
Q3 20219$44.8M1,750,7093130.0%
Q2 20217$63.5M2,451,6267000.0%