INVESCO EXCH TRADED FD TR II (PVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
28
Reporting holders
$17.9M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| SYKON CAPITAL LLC | $4.1M | 164,824 | 1.26% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.8M | 110,764 | 0.00% | 31q | HELD |
| Wealthcare Advisory Partners LLC | $2.1M | 86,297 | 0.04% | 14q | -25.5%-$734.1K |
| OSAIC HOLDINGS, INC. | $1.4M | 54,724 | 0.00% | 26q | +88.7%+$640.4K |
| Foundations Investment Advisors, LLC | $1.2M | 50,210 | 0.01% | 9q | +9.6%+$109.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $982.3K | 39,473 | 0.04% | 5q | +3.2%+$30.5K |
| LPL Financial LLC | $813.4K | 32,686 | 0.00% | 17q | -7.4%-$65.2K |
| Cetera Investment Advisers | $702.3K | 28,221 | 0.00% | 4q | HELD |
| Avior Wealth Management, LLC | $489.7K | 19,679 | 0.01% | 6q | +15.7%+$66.6K |
| ENVESTNET ASSET MANAGEMENT INC | $443.9K | 17,839 | 0.00% | 2q | -33.2%-$220.8K |
| Wealthcare Capital Partners, LLC | $351.9K | 14,143 | 0.15% | 2q | -23.0%-$105.3K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $349.3K | 14,037 | 0.03% | 3q | HELD |
| Arkadios Wealth Advisors | $346.1K | 13,910 | 0.01% | 2q | -18.8%-$79.9K |
| SimpliFi, Inc. | $306.4K | 12,312 | 0.12% | 9q | +0.6%+$1.7K |
| RAYMOND JAMES FINANCIAL INC | $293.1K | 11,779 | 0.00% | 3q | +2.3%+$6.7K |
| MORGAN STANLEY | $291.9K | 11,731 | 0.00% | 33q | -11.0%-$36.1K |
| Private Advisor Group, LLC | $245.6K | 9,870 | 0.00% | 3q | +12.6%+$27.5K |
| WealthBridge Capital Management, LLC | $226.9K | 9,117 | 0.05% | 17q | +0.6%+$1.2K |
| Net Worth Advisory Group | $220.5K | 8,860 | 0.06% | 8q | +0.6%+$1.2K |
| WELLS FARGO & COMPANY/MN | $87.3K | 3,506 | 0.00% | 31q | HELD |
| Mechanics Financial Corp | $42.3K | 1,700 | 0.02% | 7q | HELD |
| Integrated Wealth Concepts LLC | $28.8K | 1,156 | 0.00% | new | NEW |
| Hurley Capital, LLC | $27.2K | 1,091 | 0.01% | 6q | HELD |
| US BANCORP \DE\ | $26.6K | 1,067 | 0.00% | 18q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $18.2K | 731 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $6.2K | 248 | 0.00% | 4q | HELD |
| UBS Group AG | $4.9K | 196 | 0.00% | 2q | -9.3% |
| Olistico Wealth, LLC | $2.5K | 100 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $995 | 39,964 | 0.00% | 2q | HELD |
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 | 28 | $17.9M | 720,271 | 3 | 9 | 7 | 0.0% |
| Q1 2026 | 31 | $16.4M | 658,321 | 9 | 6 | 8 | 0.0% |
| Q4 2025 | 21 | $12.3M | 492,188 | 4 | 7 | 4 | 0.0% |
| Q3 2025 | 22 | $13.1M | 525,914 | 4 | 5 | 8 | 0.0% |
| Q2 2025 | 25 | $15.1M | 607,766 | 2 | 10 | 7 | 0.0% |
| Q1 2025 | 25 | $12.5M | 502,553 | 5 | 11 | 1 | 0.0% |
| Q4 2024 | 25 | $11.6M | 470,999 | 3 | 10 | 6 | 0.0% |
| Q3 2024 | 25 | $18.3M | 734,817 | 2 | 9 | 9 | 0.0% |
| Q2 2024 | 26 | $21.3M | 860,425 | 6 | 6 | 9 | 0.0% |
| Q1 2024 | 20 | $20.1M | 808,552 | 3 | 9 | 7 | 0.0% |
| Q4 2023 | 21 | $18.1M | 730,939 | 3 | 7 | 9 | 0.0% |
| Q3 2023 | 24 | $16.0M | 645,853 | 4 | 7 | 11 | 0.0% |
| Q2 2023 | 23 | $25.5M | 1,025,028 | 6 | 4 | 9 | 0.0% |
| Q1 2023 | 19 | $18.7M | 748,005 | 3 | 4 | 8 | 0.0% |
| Q4 2022 | 17 | $17.2M | 691,086 | 1 | 8 | 7 | 0.0% |
| Q3 2022 | 23 | $28.4M | 1,141,097 | 1 | 8 | 7 | 0.0% |
| Q2 2022 | 22 | $30.0M | 1,206,904 | 4 | 5 | 7 | 0.0% |
| Q1 2022 | 19 | $29.5M | 1,185,769 | 5 | 8 | 4 | 0.0% |
| Q4 2021 | 14 | $27.2M | 1,093,293 | 1 | 4 | 6 | 0.0% |
| Q3 2021 | 18 | $29.0M | 1,165,481 | 2 | 6 | 8 | 0.0% |
| Q2 2021 | 16 | $25.5M | 1,024,890 | 0 | 5 | 7 | 0.0% |
| Q1 2021 | 16 | $25.4M | 1,020,622 | 1 | 8 | 4 | 0.0% |
| Q4 2020 | 18 | $22.2M | 892,448 | 1 | 2 | 8 | 0.0% |
| Q3 2020 | 18 | $23.5M | 941,587 | 0 | 5 | 9 | 0.0% |
| Q2 2020 | 20 | $23.5M | 942,227 | 3 | 6 | 5 | 0.0% |
| Q1 2020 | 17 | $22.9M | 918,062 | 3 | 5 | 5 | 0.0% |
| Q4 2019 | 19 | $22.3M | 893,327 | 2 | 5 | 7 | 0.0% |
| Q3 2019 | 20 | $24.7M | 990,854 | 4 | 2 | 6 | 0.0% |
| Q2 2019 | 21 | $24.7M | 992,700 | 2 | 4 | 9 | 0.0% |
| Q1 2019 | 22 | $24.6M | 989,587 | 3 | 6 | 5 | 0.0% |
| Q4 2018 | 20 | $23.0M | 923,405 | 1 | 1 | 2 | 0.0% |