INVESCO EXCH TRADED FD TR II (QOWZ)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
9
Reporting holders
$5.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 71,573 | 0.00% | 9q | +2.1%+$51.3K |
| Onyx Bridge Wealth Group LLC | $2.1M | 61,531 | 0.19% | 9q | -48.5%-$2.0M |
| GOLDMAN SACHS GROUP INC | $395.7K | 11,641 | 0.00% | 2q | -13.0%-$59.0K |
| Schiavi & Co LLC | $224.2K | 740 | 0.06% | new | NEW |
| Concurrent Investment Advisors, LLC | $206.3K | 6,068 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $201.4K | 5,924 | 0.00% | new | NEW |
| UBS Group AG | $33.6K | 989 | 0.00% | 7q | +62.7%+$13.0K |
| JPMORGAN CHASE & CO | $5.7K | 171 | 0.00% | 2q | +235.3%+$4.0K |
| Geneos Wealth Management Inc. | $4.2K | 125 | 0.00% | 7q | 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 | 9 | $5.6M | 158,762 | 3 | 3 | 2 | 0.0% |
| Q1 2026 | 8 | $6.9M | 219,516 | 3 | 1 | 2 | 0.0% |
| Q4 2025 | 6 | $8.9M | 245,978 | 1 | 1 | 2 | 0.0% |
| Q3 2025 | 5 | $8.8M | 240,247 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 7 | $9.6M | 268,376 | 1 | 1 | 5 | 0.0% |
| Q1 2025 | 8 | $8.9M | 282,877 | 2 | 5 | 0 | 0.0% |
| Q4 2024 | 6 | $8.3M | 246,801 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 3 | $6.2M | 191,436 | 1 | 2 | 0 | 0.0% |
| Q2 2024 | 2 | $3.8M | 126,222 | 2 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $11.0K | 378 | 1 | 0 | 0 | 0.0% |