# INVESCO EXCH TRADED FD TR II (PCEF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PCEF/

- Reporting holders: 7
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.7M | 86,706 | 0.0% | 7 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $945.2K | 48,846 | 0.1% | 28 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $266.9K | 13,792 | 0.0% | 9 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $250.3K | 12,937 | 0.1% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $135.8K | 7,015 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $25.4K | 1,311 | 0.0% | 15 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.8K | 146 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $3.3M |
| Q2 2026 | 123 | $446.7M |
| Q1 2026 | 123 | $402.0M |
| Q4 2025 | 122 | $379.7M |
| Q3 2025 | 124 | $388.7M |
| Q2 2025 | 128 | $406.5M |
| Q1 2025 | 129 | $353.0M |
| Q4 2024 | 130 | $375.2M |
| Q3 2024 | 124 | $356.7M |
| Q2 2024 | 115 | $331.2M |
| Q1 2024 | 116 | $412.8M |
| Q4 2023 | 116 | $348.7M |