INVESCO EXCH TRADED FD TR II (IPKW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$346.1M
Reported value
0.0%
Held as options
-4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $40.7M | 722,597 | 0.00% | 31q | +3.9%+$1.5M |
| MORGAN STANLEY | $39.6M | 702,544 | 0.00% | 33q | +6.1%+$2.3M |
| LPL Financial LLC | $37.1M | 659,314 | 0.01% | 31q | +10.6%+$3.6M |
| RAYMOND JAMES FINANCIAL INC | $28.0M | 497,047 | 0.01% | 7q | -36.0%-$15.8M |
| Kellett Wealth Advisors, LLC | $19.7M | 349,517 | 9.17% | 19q | +6.3%+$1.2M |
| Nikulski Financial, Inc. | $13.8M | 245,164 | 2.98% | 6q | +6.7%+$866.1K |
| AMERIPRISE FINANCIAL INC | $12.1M | 179,557 | 0.00% | 11q | -33.5%-$6.1M |
| UBS Group AG | $11.7M | 207,116 | 0.00% | 31q | +36.2%+$3.1M |
| Park Edge Advisors, LLC | $11.0M | 195,510 | 2.32% | 5q | +90.6%+$5.2M |
| Arkadios Wealth Advisors | $10.2M | 181,244 | 0.15% | 6q | +5.9%+$569.1K |
| JONES FINANCIAL COMPANIES LLLP | $9.8M | 175,219 | 0.00% | 9q | +14.6%+$1.3M |
| Brookstone Capital Management | $9.3M | 164,443 | 0.09% | 31q | +6.7%+$579.2K |
| Breakwater Capital Group | $8.4M | 148,995 | 1.01% | 7q | +5.4%+$427.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 113,604 | 0.01% | 5q | +3.8%+$241.4K |
| Cetera Investment Advisers | $6.2M | 110,521 | 0.01% | 4q | +7.3%+$423.3K |
| Principle Wealth Partners LLC | $5.3M | 93,953 | 0.26% | 6q | +7.2%+$357.1K |
| Private Advisor Group, LLC | $5.3M | 93,809 | 0.02% | 7q | -7.9%-$455.3K |
| Sanctuary Advisors, LLC | $5.1M | 91,026 | 0.02% | 5q | -10.2%-$585.0K |
| Kovack Advisors, Inc. | $4.5M | 80,123 | 0.22% | new | NEW |
| JANE STREET GROUP, LLC | $4.5M | 79,484 | 0.00% | 18q | -35.4%-$2.5M |
| GTS SECURITIES LLC | $3.9M | 69,046 | 0.08% | 2q | +419.9%+$3.1M |
| Financial Enhancement Group LLC | $3.9M | 68,436 | 0.46% | 31q | -2.6%-$103.8K |
| VISTA INVESTMENT MANAGEMENT | $3.7M | 66,079 | 1.12% | 31q | +2.9%+$106.0K |
| CITADEL ADVISORS LLC | $3.0M | 53,158 | 0.00% | 2q | +42.6%+$894.2K |
| MML INVESTORS SERVICES, LLC | $2.8M | 48,989 | 0.01% | 9q | +14.8%+$354.8K |
| Wagner Wealth Management, Corp | $2.5M | 45,058 | 2.05% | 3q | +5.2%+$124.4K |
| Gateway Wealth Partners, LLC | $2.3M | 40,976 | 0.14% | 5q | -38.7%-$1.5M |
| ROYAL BANK OF CANADA | $2.2M | 39,569 | 0.00% | 31q | -41.8%-$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 36,534 | 0.00% | 5q | -79.8%-$8.1M |
| TOWLE & CO | $1.8M | 32,748 | 0.63% | 2q | +60.0%+$692.1K |
| Total Clarity Wealth Management, Inc. | $1.8M | 31,111 | 0.34% | 4q | +288.5%+$1.3M |
| Asset One Wealth Management LLC | $1.7M | 28,417 | 0.18% | 2q | -2.4%-$41.9K |
| Farther Finance Advisors, LLC | $1.6M | 28,578 | 0.01% | 5q | -5.0%-$85.5K |
| Dana Investment Advisors, Inc. | $1.6M | 28,240 | 0.04% | 15q | +9.6%+$139.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 26,965 | 0.00% | 9q | +5.8%+$83.1K |
| Equitable Holdings, Inc. | $1.5M | 25,882 | 0.01% | 6q | -29.4%-$605.9K |
| ATX Financial Planning, LLC | $1.4M | 25,701 | 0.96% | 3q | +97.2%+$713.7K |
| Stratos Wealth Advisors, LLC | $1.4M | 24,806 | 0.08% | 18q | +1.9%+$26.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 22,859 | 0.01% | 6q | +10.2%+$119.7K |
| Fortis Group Advisors, LLC | $1.2M | 21,924 | 0.20% | 5q | +7.1%+$82.3K |
| Kingsview Wealth Management, LLC | $1.1M | 19,911 | 0.01% | 3q | +3.0%+$32.2K |
| STIFEL FINANCIAL CORP | $946.0K | 16,794 | 0.00% | 6q | -8.6%-$88.9K |
| PFG Investments, LLC | $928.1K | 16,476 | 0.04% | 4q | +0.7%+$6.2K |
| Patriot Financial Group Insurance Agency, LLC | $829.5K | 14,725 | 0.09% | 5q | -49.3%-$806.9K |
| Daner Wealth Management, LLC | $753.6K | 12,264 | 0.41% | 5q | -4.1%-$32.1K |
| Fortune Financial Group, Inc. | $607.7K | 10,788 | 0.48% | 2q | +156.3%+$370.6K |
| Kestra Advisory Services, LLC | $595.9K | 10,578 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $547.5K | 9,716 | 0.00% | 26q | +8.9%+$45.0K |
| Verdence Capital Advisors LLC | $527.5K | 9,365 | 0.03% | 33q | +0.8%+$4.0K |
| Atria Investments, Inc | $507.4K | 9,008 | 0.01% | 5q | -13.3%-$78.0K |
| United Advisor Group, LLC | $482.7K | 8,569 | 0.05% | 4q | +4.4%+$20.5K |
| Essex Financial Services, Inc. | $452.2K | 8,028 | 0.02% | 9q | HELD |
| BASSO CAPITAL MANAGEMENT, L.P. | $443.0K | 7,865 | 0.09% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $427.8K | 7,595 | 0.01% | 2q | -4.5%-$20.3K |
| Insight Wealth Strategies, LLC | $364.3K | 6,452 | 0.04% | 5q | +3.4%+$12.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $359.8K | 6,388 | 0.00% | 8q | -14.9%-$62.9K |
| ProVise Management Group, LLC | $325.4K | 5,776 | 0.02% | 12q | HELD |
| QTR Family Wealth, LLC | $310.7K | 5,516 | 0.11% | 6q | +0.5%+$1.6K |
| IRON Financial LLC | $310.4K | 5,510 | 0.13% | 3q | -0.8%-$2.6K |
| VALLEY NATIONAL ADVISERS INC | $288.5K | 5,122 | 0.03% | 6q | +24.1%+$56.0K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $286.5K | 5,087 | 0.01% | 3q | +8.2%+$21.7K |
| Apollon Wealth Management, LLC | $283.6K | 5,035 | 0.00% | 2q | +7.5%+$19.7K |
| Mutual Advisors, LLC | $283.0K | 5,023 | 0.01% | 4q | HELD |
| Aspire Capital Advisors LLC | $273.9K | 4,863 | 0.05% | 6q | -64.9%-$505.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $249.0K | 4,421 | 0.00% | 3q | -85.3%-$1.4M |
| Integrated Wealth Concepts LLC | $221.4K | 3,930 | 0.00% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $218.4K | 3,877 | 0.01% | 4q | HELD |
| Insight Advisors, LLC/ PA | $215.0K | 3,816 | 0.04% | 21q | -12.1%-$29.5K |
| Mariner, LLC | $204.5K | 3,630 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $138.5K | 2,458 | 0.00% | new | NEW |
| Ancora Advisors LLC | $110.9K | 1,969 | 0.00% | 27q | HELD |
| Triumph Capital Management | $82.7K | 1,468 | 0.01% | 3q | +6.4%+$5.0K |
| FIDUCIARY FINANCIAL ADVISORS | $68.0K | 1,207 | 0.01% | new | NEW |
| Federation des caisses Desjardins du Quebec | $60.3K | 1,070 | 0.00% | 33q | HELD |
| FIFTH THIRD BANCORP | $35.1K | 624 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $32.8K | 582 | 0.00% | 17q | HELD |
| Allworth Financial LP | $31.4K | 557 | 0.00% | 4q | +2.4% |
| TRUST CO OF VERMONT | $28.2K | 500 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $15.8K | 280 | 0.00% | 33q | +47.4%+$5.1K |
| FMR LLC | $13.3K | 236 | 0.00% | new | NEW |
| AE Wealth Management LLC | $12.6K | 223 | 0.00% | 6q | -20.4%-$3.2K |
| Global Retirement Partners, LLC | $11.6K | 206 | 0.00% | 7q | -27.0%-$4.3K |
| LANARK FINANCIAL, INC. | $11.3K | 200 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $8.3K | 147,812 | 0.01% | 31q | +105.1%+$4.3K |
| Janney Montgomery Scott LLC | $1.6K | 27,903 | 0.00% | 6q | +2.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.1K | 20 | 0.00% | 2q | HELD |
| NATIXIS ADVISORS, LLC | $574 | 10,193 | 0.00% | 2q | -12.9% |
| USAdvisors Wealth Management, LLC | $266 | 4,725 | 0.08% | 6q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $263 | 4,682 | 0.01% | 4q | -9.3% |
| FLOW TRADERS U.S. LLC | $212 | 3,759 | 0.01% | 2q | -90.0%-$1.9K |
| WELLS FARGO & COMPANY/MN | $20 | 0 | 0.00% | 28q | -100.0% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 85 | $346.1M | 6,103,591 | 7 | 41 | 25 | 0.0% |
| Q1 2026 | 89 | $352.7M | 6,261,559 | 15 | 42 | 18 | 0.0% |
| Q4 2025 | 90 | $303.8M | 5,459,478 | 17 | 45 | 13 | 0.0% |
| Q3 2025 | 74 | $241.6M | 4,592,424 | 14 | 36 | 16 | 0.0% |
| Q2 2025 | 65 | $174.3M | 3,581,894 | 18 | 30 | 13 | 0.0% |
| Q1 2025 | 55 | $140.9M | 3,088,598 | 21 | 21 | 5 | 0.0% |
| Q4 2024 | 44 | $45.0M | 1,133,193 | 8 | 10 | 14 | 0.0% |
| Q3 2024 | 43 | $60.9M | 1,432,182 | 3 | 18 | 13 | 0.0% |
| Q2 2024 | 44 | $58.5M | 1,457,841 | 11 | 13 | 9 | 0.0% |
| Q1 2024 | 35 | $41.6M | 1,048,010 | 2 | 8 | 15 | 0.0% |
| Q4 2023 | 37 | $38.3M | 1,026,132 | 9 | 8 | 10 | 0.0% |
| Q3 2023 | 36 | $60.6M | 1,729,955 | 7 | 7 | 8 | 0.0% |
| Q2 2023 | 30 | $38.3M | 1,108,369 | 2 | 8 | 11 | 0.0% |
| Q1 2023 | 31 | $50.7M | 1,485,721 | 1 | 8 | 12 | 0.0% |
| Q4 2022 | 29 | $53.5M | 1,592,623 | 3 | 8 | 11 | 0.0% |
| Q3 2022 | 39 | $45.2M | 1,572,536 | 2 | 9 | 17 | 0.0% |
| Q2 2022 | 48 | $59.7M | 1,837,280 | 4 | 15 | 20 | 0.0% |
| Q1 2022 | 49 | $73.2M | 1,913,705 | 7 | 12 | 15 | 0.0% |
| Q4 2021 | 45 | $74.4M | 1,870,243 | 3 | 20 | 8 | 0.0% |
| Q3 2021 | 48 | $84.3M | 1,928,485 | 4 | 15 | 15 | 0.0% |
| Q2 2021 | 51 | $93.5M | 2,070,735 | 8 | 12 | 16 | 0.0% |
| Q1 2021 | 49 | $84.6M | 1,984,980 | 8 | 9 | 19 | 0.0% |
| Q4 2020 | 44 | $75.9M | 1,977,121 | 5 | 7 | 21 | 0.0% |
| Q3 2020 | 42 | $63.1M | 2,008,373 | 4 | 10 | 16 | 0.0% |
| Q2 2020 | 42 | $52.2M | 1,806,244 | 3 | 5 | 28 | 0.0% |
| Q1 2020 | 49 | $56.0M | 2,382,830 | 2 | 15 | 26 | 0.0% |
| Q4 2019 | 57 | $90.1M | 2,666,411 | 5 | 12 | 24 | 0.0% |
| Q3 2019 | 53 | $86.2M | 2,780,177 | 2 | 14 | 27 | 0.0% |
| Q2 2019 | 56 | $89.5M | 2,807,099 | 5 | 19 | 25 | 0.0% |
| Q1 2019 | 59 | $94.7M | 2,986,688 | 3 | 17 | 30 | 0.0% |
| Q4 2018 | 65 | $109.1M | 3,782,923 | 1 | 1 | 4 | 0.0% |