INVESCO EXCHANGE TRADED FD T (PUI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$35.0M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, LLC | $12.7M | 267,604 | 1.08% | 17q | +49273.4%+$12.7M |
| LPL Financial LLC | $5.6M | 117,452 | 0.00% | 31q | +5.3%+$283.6K |
| ROI Financial Advisors, LLC | $2.3M | 48,939 | 1.20% | 11q | +9.4%+$199.5K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 42,181 | 0.00% | 11q | +17.2%+$298.7K |
| MORGAN STANLEY | $2.0M | 41,735 | 0.00% | 33q | +1.2%+$24.3K |
| OSAIC HOLDINGS, INC. | $1.8M | 37,742 | 0.00% | 26q | +570.3%+$1.5M |
| AlphaCore Capital LLC | $1.2M | 24,536 | 0.02% | new | NEW |
| Advisory Services Network, LLC | $705.9K | 14,845 | 0.01% | new | NEW |
| Trek Financial, LLC | $601.7K | 12,653 | 0.03% | 31q | HELD |
| NWF Advisory Services Inc. | $591.4K | 12,435 | 0.06% | 4q | +32.2%+$144.0K |
| BANK OF AMERICA CORP /DE/ | $553.0K | 11,628 | 0.00% | 31q | +7.2%+$37.4K |
| ENVESTNET ASSET MANAGEMENT INC | $504.5K | 10,610 | 0.00% | new | NEW |
| Fifth Third Securities, Inc. | $411.2K | 8,647 | 0.02% | 4q | -50.2%-$414.1K |
| Farther Finance Advisors, LLC | $392.1K | 8,246 | 0.00% | 6q | HELD |
| CITADEL ADVISORS LLC | $341.7K | 7,186 | 0.00% | 2q | +52.4%+$117.6K |
| StoneX Group Inc. | $337.6K | 7,100 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $324.5K | 6,824 | 0.00% | new | NEW |
| UBS Group AG | $274.7K | 5,777 | 0.00% | 31q | -4.7%-$13.6K |
| Ameritas Advisory Services, LLC | $270.0K | 5,677 | 0.01% | new | NEW |
| Cetera Investment Advisers | $253.1K | 5,323 | 0.00% | 4q | -4.4%-$11.7K |
| Private Advisor Group, LLC | $248.1K | 5,218 | 0.00% | 8q | -10.6%-$29.5K |
| Integrated Wealth Concepts LLC | $241.4K | 5,076 | 0.00% | new | NEW |
| Western Wealth Management, LLC | $229.8K | 4,833 | 0.01% | 2q | -34.0%-$118.5K |
| WESTBOURNE INVESTMENTS, INC. | $213.3K | 4,485 | 0.09% | 2q | HELD |
| Global Retirement Partners, LLC | $166.9K | 3,509 | 0.00% | 5q | HELD |
| Parallel Advisors, LLC | $156.0K | 3,280 | 0.00% | 3q | +4.8%+$7.1K |
| ROYAL BANK OF CANADA | $149.0K | 3,141 | 0.00% | 31q | -80.2%-$602.5K |
| Arax Advisory Partners | $71.3K | 1,500 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $65.5K | 1,377 | 0.01% | 6q | HELD |
| JPMORGAN CHASE & CO | $53.7K | 1,120 | 0.00% | 7q | +2013.2%+$51.1K |
| Sterling Capital Management LLC | $52.3K | 1,100 | 0.00% | 8q | HELD |
| FMR LLC | $39.5K | 831 | 0.00% | 9q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $29.9K | 628 | 0.01% | 27q | HELD |
| Capital Investment Advisory Services, LLC | $24.1K | 506 | 0.00% | 23q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18.3K | 390 | 0.00% | 3q | HELD |
| Providence Capital Advisors, LLC | $17.1K | 360 | 0.00% | 4q | HELD |
| Archer Investment Corp | $11.9K | 250 | 0.00% | 28q | +100.0%+$5.9K |
| CoreCap Advisors, LLC | $8.6K | 180 | 0.00% | 4q | HELD |
| Founders Financial Alliance, LLC | $6.9K | 145 | 0.00% | 16q | +0.7% |
| Janney Montgomery Scott LLC | $6.4K | 135,302 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $2.4K | 51 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 28,050 | 0.00% | 10q | +402.1%+$1.1K |
| Capital Advisors, Ltd. LLC | $739 | 15,547 | 0.07% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $12 | 0 | 0.00% | 31q | -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 | 41 | $35.0M | 735,120 | 8 | 13 | 7 | 0.0% |
| Q1 2026 | 39 | $24.4M | 499,421 | 6 | 12 | 8 | 0.0% |
| Q4 2025 | 41 | $16.3M | 373,327 | 8 | 11 | 12 | 0.0% |
| Q3 2025 | 35 | $16.4M | 353,053 | 8 | 7 | 8 | 1.5% |
| Q2 2025 | 35 | $31.0M | 740,569 | 7 | 11 | 9 | 0.0% |
| Q1 2025 | 29 | $14.6M | 357,603 | 3 | 11 | 9 | 0.0% |
| Q4 2024 | 31 | $21.5M | 554,701 | 5 | 7 | 7 | 0.0% |
| Q3 2024 | 27 | $24.6M | 607,727 | 6 | 9 | 5 | 0.0% |
| Q2 2024 | 25 | $20.0M | 575,736 | 3 | 7 | 10 | 0.0% |
| Q1 2024 | 23 | $16.1M | 479,307 | 2 | 4 | 7 | 0.0% |
| Q4 2023 | 23 | $11.1M | 347,331 | 2 | 5 | 9 | 0.0% |
| Q3 2023 | 22 | $10.2M | 342,583 | 1 | 6 | 6 | 0.0% |
| Q2 2023 | 24 | $12.2M | 376,147 | 2 | 7 | 7 | 0.0% |
| Q1 2023 | 25 | $12.8M | 385,221 | 3 | 5 | 7 | 0.0% |
| Q4 2022 | 24 | $13.4M | 390,522 | 3 | 2 | 9 | 0.0% |
| Q3 2022 | 37 | $40.4M | 1,261,407 | 6 | 11 | 9 | 0.0% |
| Q2 2022 | 37 | $39.7M | 1,153,974 | 10 | 9 | 5 | 0.0% |
| Q1 2022 | 31 | $20.4M | 557,011 | 2 | 4 | 12 | 0.0% |
| Q4 2021 | 29 | $14.4M | 403,369 | 1 | 9 | 6 | 0.0% |
| Q3 2021 | 31 | $11.2M | 345,372 | 2 | 5 | 9 | 0.0% |
| Q2 2021 | 32 | $11.4M | 343,808 | 3 | 6 | 9 | 0.0% |
| Q1 2021 | 32 | $12.7M | 382,350 | 2 | 7 | 11 | 0.0% |
| Q4 2020 | 34 | $14.9M | 469,942 | 2 | 4 | 11 | 0.0% |
| Q3 2020 | 32 | $18.0M | 610,956 | 2 | 8 | 12 | 0.0% |
| Q2 2020 | 40 | $27.1M | 925,326 | 5 | 10 | 15 | 0.0% |
| Q1 2020 | 47 | $31.9M | 1,106,047 | 2 | 6 | 23 | 0.0% |
| Q4 2019 | 57 | $100.0M | 2,914,499 | 9 | 13 | 22 | 0.0% |
| Q3 2019 | 66 | $188.1M | 5,399,067 | 17 | 19 | 18 | 0.0% |
| Q2 2019 | 55 | $129.7M | 3,983,251 | 10 | 21 | 16 | 0.0% |
| Q1 2019 | 58 | $127.9M | 3,956,726 | 18 | 18 | 11 | 0.0% |
| Q4 2018 | 47 | $83.9M | 2,912,058 | 1 | 2 | 0 | 0.0% |