INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #92 | $104.4M | 4.5M | $97.4M | 4.5M | -42,735-0.94% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #113 | $55.7M | 2.4M | $52.7M | 2.5M | -99,358-3.97% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #89 | $31.3M | 1.4M | $29.1M | 1.4M | -8,809-0.65% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #110 | $22.0M | 948,153 | $19.6M | 914,646 | +33,507+3.66% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #106 | $15.2M | 655,744 | $13.7M | 637,945 | +17,799+2.79% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #84 | $9.2M | 395,559 | $8.8M | 412,546 | -16,987-4.12% | Reduce | |
| Investors Research Corp | 1.62% | 1.54% | #2 | $9.0M | 389,733 | $8.1M | 377,215 | +12,518+3.32% | Add | |
| TWO SIGMA INVESTMENTS, LP | 0.01% | <0.01% | #101 | $7.3M | 313,700 | $5.5M | 258,000 | +55,700+21.59% | Add | |
| UBS Group AG | <0.01% | <0.01% | #143 | $7.2M | 311,987 | $7.0M | 325,625 | -13,638-4.19% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #121 | $6.4M | 270,620 | $5.4M | 255,608 | +15,012+5.87% | Add | |
| Good Steward Wealth Advisors,LLC | 3.05% | 3.05% | #1 | $5.1M | 217,982 | $4.7M | 221,437 | -3,455-1.56% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #150 | $4.8M | 208,584 | $5.5M | 254,808 | -46,224-18.14% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #144 | $4.5M | 195,853 | $4.4M | 204,470 | -8,617-4.21% | Reduce | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.02% | 0.03% | #47 | $4.4M | 191,314 | $4.3M | 199,359 | -8,045-4.04% | Reduce | |
| Salomon & Ludwin, LLC | 0.4% | 0.4% | #8 | $4.4M | 205,185 | $4.4M | 205,185 | 00.00% | Unchanged | |
| MAI Capital Management | 0.02% | <0.01% | #61 | $4.1M | 175,002 | $78,883 | 3,683 | +171,319+4,651.62% | Add | |
| Capital Advisors, Ltd. LLC | 0.4% | 0.41% | #9 | $3.9M | 169,227 | $3.6M | 170,189 | -962-0.57% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #104 | $3.9M | 168,241 | $3.3M | 152,726 | +15,515+10.16% | Add | |
| AlphaCore Capital LLC | 0.07% | 0.09% | #29 | $3.9M | 167,763 | $3.6M | 170,036 | -2,273-1.34% | Reduce | |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 0.74% | 0.8% | #4 | $3.7M | 158,932 | $3.5M | 165,003 | -6,071-3.68% | Reduce | |
| EVOKE WEALTH, LLC | 0.07% | 0.07% | #28 | $3.7M | 171,360 | $3.7M | 171,360 | 00.00% | Unchanged | |
| GHP Investment Advisors, Inc. | 0.12% | 0.12% | #21 | $3.2M | 138,485 | $2.9M | 137,591 | +894+0.65% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #107 | $3.2M | 138,031 | $2.9M | 134,201 | +3,830+2.85% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #167 | $3.1M | 135,821 | $3.1M | 143,685 | -7,864-5.47% | Reduce | |
| IFP Advisors, Inc | 0.05% | 0.05% | #33 | $2.8M | 120,570 | $2.6M | 122,991 | -2,421-1.97% | Reduce | |
| Cresta Advisors, Ltd. | 1% | 1.12% | #3 | $2.8M | 120,233 | $2.7M | 127,797 | -7,564-5.92% | Reduce | |
| Sanctuary Advisors, LLC | 0.01% | 0.01% | #65 | $2.8M | 119,089 | $2.5M | 117,331 | +1,758+1.50% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #134 | $2.5M | 108,836 | $2.3M | 106,517 | +2,319+2.18% | Add | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.01% | #70 | $2.5M | 105,830 | $1.4M | 64,157 | +41,673+64.95% | Add | |
| OneDigital Investment Advisors LLC | 0.02% | 0.02% | #53 | $2.4M | 103,958 | $2.2M | 101,329 | +2,629+2.59% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #170 | $2.3M | 98,315 | $2.0M | 91,446 | +6,869+7.51% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #102 | $2.3M | 97,827 | $2.2M | 103,701 | -5,874-5.66% | Reduce | |
| Aspire Capital Advisors LLC | 0.42% | 0.33% | #7 | $2.2M | 93,653 | $1.5M | 68,566 | +25,087+36.59% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | — | #129 | $2.1M | 91,623 | $0 | 0 | +91,623 | New Buy | |
| WEALTH ALLIANCE, LLC | 0.17% | 0.18% | #16 | $2.0M | 86,323 | $1.9M | 86,798 | -475-0.55% | Reduce | |
| IHT Wealth Management, LLC | 0.04% | 0.03% | #39 | $1.9M | 82,303 | $1.4M | 63,537 | +18,766+29.54% | Add | |
| Equitable Holdings, Inc. | 0.01% | 0.01% | #71 | $1.9M | 81,972 | $1.7M | 81,970 | +2+0.00% | Add | |
| CAPTRUST FINANCIAL ADVISORS | <0.01% | <0.01% | #118 | $1.7M | 74,031 | $1.6M | 75,138 | -1,107-1.47% | Reduce | |
| Brick & Kyle, Associates | 0.5% | — | #6 | $1.7M | 78,971 | $0 | 0 | +78,971 | New Buy | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #117 | $1.7M | 71,883 | $1.6M | 76,997 | -5,114-6.64% | Reduce | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #87 | $1.6M | 70,413 | $1.5M | 68,760 | +1,653+2.40% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #161 | $1.6M | 68,670 | $2.8M | 133,053 | -64,383-48.39% | Reduce | |
| Axis Wealth Partners, LLC | 0.66% | 0.71% | #5 | $1.4M | 59,533 | $1.3M | 62,180 | -2,647-4.26% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #120 | $1.3M | 54,718 | $1.1M | 51,461 | +3,257+6.33% | Add | |
| JOHNSON INVESTMENT COUNSEL INC | 0.01% | 0.01% | #81 | $1.2M | 52,175 | $1.1M | 52,175 | 00.00% | Unchanged | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #125 | $1.1M | 48,783 | $1.1M | 49,193 | -410-0.83% | Reduce | |
| New Insight Wealth Advisors | 0.32% | 0.26% | #10 | $1.1M | 46,622 | $713,267 | 33,301 | +13,321+40.00% | Add | |
| Virtu Financial LLC | 0.03% | 0.03% | #42 | $1.1M | 45,424 | $809,000 | 37,751 | +7,673+20.33% | Add | |
| SouthState Bank Corp | 0.04% | 0.03% | #38 | $997,876 | 43,049 | $697,867 | 32,582 | +10,467+32.13% | Add | |
| Waverly Advisors, LLC | 0.01% | 0.01% | #98 | $994,679 | 42,911 | $1.5M | 68,053 | -25,142-36.94% | Reduce |