# INVESCO EXCH TRADED FD TR II (PWZ)

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

- Reporting holders: 6
- Reported value: $8.8M
- 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/) | $6.8M | 306,376 | 0.0% | 10 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.1M | 49,371 | 0.4% | 20 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $406.9K | 18,240 | 0.2% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $329.1K | 14,879 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $70.5K | 3,162 | 0.0% | 14 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $8.3K | 370 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $8.8M |
| Q2 2026 | 130 | $959.5M |
| Q1 2026 | 127 | $809.7M |
| Q4 2025 | 128 | $851.9M |
| Q3 2025 | 119 | $841.0M |
| Q2 2025 | 112 | $554.8M |
| Q1 2025 | 120 | $475.9M |
| Q4 2024 | 110 | $471.0M |
| Q3 2024 | 96 | $381.8M |
| Q2 2024 | 95 | $601.8M |
| Q1 2024 | 86 | $582.8M |
| Q4 2023 | 89 | $637.5M |