INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #121 | $44.2M | 1.3M | $18.9M | 643,306 | +688,951+107.10% | Add | |
| Summit Trail Advisors, LLC | 0.27% | — | #16 | $21.4M | 645,280 | $0 | 0 | +645,280 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #137 | $21.0M | 627,768 | $9.8M | 331,979 | +295,789+89.10% | Add | |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3.81% | 3.91% | #1 | $15.1M | 455,121 | $13.3M | 440,394 | +14,727+3.34% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #145 | $13.3M | 401,114 | $13.0M | 430,101 | -28,987-6.74% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #118 | $12.2M | 366,785 | $11.3M | 375,812 | -9,027-2.40% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #116 | $11.1M | 333,942 | $10.1M | 334,310 | -368-0.11% | Reduce | |
| MAI Capital Management | 0.04% | 0.06% | #54 | $10.7M | 323,015 | $9.8M | 323,322 | -307-0.09% | Reduce | |
| Cresset Asset Management, LLC | 0.04% | 0.03% | #56 | $10.1M | 305,433 | $7.1M | 235,715 | +69,718+29.58% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #135 | $9.2M | 277,231 | $10.6M | 350,011 | -72,780-20.79% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #78 | $7.7M | 233,436 | $5.6M | 184,092 | +49,344+26.80% | Add | |
| Federation des caisses Desjardins du Quebec | 0.02% | 0.02% | #64 | $6.3M | 188,470 | $6.5M | 216,561 | -28,091-12.97% | Reduce | |
| Cetera Investment Advisers | 0.01% | <0.01% | #100 | $5.7M | 172,814 | $4.6M | 153,515 | +19,299+12.57% | Add | |
| BANK OF MONTREAL /CAN/ | <0.01% | <0.01% | #124 | $5.7M | 172,597 | $5.2M | 172,745 | -148-0.09% | Reduce | |
| HighTower Advisors, LLC | 0.01% | 0.07% | #102 | $5.2M | 156,104 | $64.5M | 2.1M | -2.0M-92.69% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #147 | $5.1M | 154,993 | $4.8M | 159,567 | -4,574-2.87% | Reduce | |
| FCA CORP /TX | 1.24% | 1.26% | #3 | $5.0M | 152,116 | $4.5M | 147,683 | +4,433+3.00% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | <0.01% | #91 | $4.7M | 141,855 | $2.6M | 86,140 | +55,715+64.68% | Add | |
| NATIONAL BANK OF CANADA /FI/ | <0.01% | <0.01% | #105 | $4.6M | 137,579 | $3.6M | 118,387 | +19,192+16.21% | Add | |
| Friedenthal Financial | 2.01% | 1.86% | #2 | $4.4M | 131,197 | $3.7M | 122,714 | +8,483+6.91% | Add | |
| Farther Finance Advisors, LLC | 0.03% | 0.04% | #58 | $4.2M | 127,480 | $3.9M | 127,972 | -492-0.38% | Reduce | |
| Focus Financial Network, Inc. | 0.13% | 0.13% | #30 | $4.2M | 126,116 | $3.7M | 124,038 | +2,078+1.68% | Add | |
| PGIM Custom Harvest LLC | 0.05% | 0.05% | #49 | $3.8M | 114,215 | $3.5M | 115,541 | -1,326-1.15% | Reduce | |
| Joseph P. Lucia & Associates, LLC | 1.12% | 1.22% | #4 | $3.7M | 112,545 | $3.4M | 112,720 | -175-0.16% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #148 | $3.7M | 111,310 | $5.5M | 183,723 | -72,413-39.41% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #161 | $3.7M | 111,153 | $2.5M | 83,021 | +28,132+33.89% | Add | |
| Stelac Advisory Services LLC | 0.56% | 0.75% | #9 | $3.0M | 90,287 | $3.7M | 123,451 | -33,164-26.86% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #130 | $2.7M | 81,064 | $2.8M | 94,225 | -13,161-13.97% | Reduce | |
| CAHILL FINANCIAL ADVISORS INC | 0.24% | 0.25% | #18 | $2.5M | 75,587 | $2.3M | 75,484 | +103+0.14% | Add | |
| Yoder Wealth Management, Inc. | 0.93% | 0.98% | #5 | $2.4M | 71,741 | $2.1M | 70,846 | +895+1.26% | Add | |
| Cornerstone Advisory, LLC | 0.19% | 0.2% | #22 | $2.3M | 69,287 | $2.1M | 69,174 | +113+0.16% | Add | |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 0.32% | 0.37% | #14 | $2.3M | 68,203 | $2.3M | 74,940 | -6,737-8.99% | Reduce | |
| Coastal Bridge Advisors, LLC | 0.12% | 0.13% | #32 | $2.0M | 60,682 | $1.8M | 60,612 | +70+0.12% | Add | |
| Berger Financial Group, Inc | 0.1% | 0.1% | #36 | $2.0M | 59,353 | $1.8M | 60,460 | -1,107-1.83% | Reduce | |
| Peak Financial Management, Inc. | 0.43% | 0.43% | #10 | $1.9M | 55,886 | $1.7M | 56,571 | -685-1.21% | Reduce | |
| Hartford Financial Management Inc. | 0.41% | 0.43% | #11 | $1.9M | 55,788 | $1.7M | 55,784 | +4+0.01% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #153 | $1.7M | 51,399 | $1.4M | 48,504 | +2,895+5.97% | Add | |
| Hills Bank & Trust Co | 0.07% | 0.11% | #42 | $1.6M | 48,696 | $2.2M | 73,660 | -24,964-33.89% | Reduce | |
| Ironsides Asset Advisors, LLC | 0.36% | 0.35% | #13 | $1.5M | 45,806 | $1.4M | 46,212 | -406-0.88% | Reduce | |
| Walker Asset Management, LLC | 0.76% | 0.71% | #7 | $1.5M | 45,577 | $1.3M | 43,444 | +2,133+4.91% | Add | |
| BNP PARIBAS FINANCIAL MARKETS | <0.01% | <0.01% | #154 | $1.4M | 42,122 | $2.2M | 72,122 | -30,000-41.60% | Reduce | |
| SANDLER CAPITAL MANAGEMENT | 0.68% | — | #8 | $1.4M | 41,000 | $0 | 0 | +41,000 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #117 | $1.3M | 38,201 | $1.1M | 37,171 | +1,030+2.77% | Add | |
| Arax Advisory Partners | 0.01% | — | #82 | $1.2M | 37,266 | $0 | 0 | +37,266 | New Buy | |
| Biltmore Family Office, LLC | 0.16% | 0.16% | #26 | $1.2M | 37,200 | $1.1M | 37,200 | 00.00% | Unchanged | |
| Lido Advisors, LLC | <0.01% | <0.01% | #113 | $1.2M | 36,249 | $949,811 | 31,457 | +4,792+15.23% | Add | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.01% | #94 | $1.2M | 35,320 | $1.1M | 35,320 | 00.00% | Unchanged | |
| Ausdal Financial Partners, Inc. | 0.05% | 0.08% | #50 | $1.2M | 35,172 | $1.9M | 63,172 | -28,000-44.32% | Reduce | |
| CITIGROUP INC | <0.01% | <0.01% | #166 | $1.1M | 33,729 | $30 | 1 | +33,728+3,372,800.00% | Add | |
| Optas, LLC | 0.14% | 0.28% | #27 | $1.0M | 30,154 | $1.8M | 60,308 | -30,154-50.00% | Reduce |