INVESCO EXCHANGE TRADED FD TR DJ INDL AVG DV · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.01% | 0.01% | #40 | $32.6M | 515,213 | $30.9M | 517,314 | -2,101-0.41% | Reduce | |
| CIBC WORLD MARKET INC. | 0.05% | 0.05% | #16 | $29.8M | 470,413 | $29.0M | 484,818 | -14,405-2.97% | Reduce | |
| MRA Advisory Group | 5.81% | 6.06% | #1 | $16.0M | 252,799 | $14.9M | 248,929 | +3,870+1.55% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #70 | $9.4M | 147,756 | $9.2M | 153,319 | -5,563-3.63% | Reduce | |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 1.89% | 2.18% | #2 | $7.6M | 119,600 | $6.6M | 110,100 | +9,500+8.63% | Add | |
| Integrated Wealth Concepts LLC | 0.02% | 0.03% | #23 | $4.6M | 71,811 | $4.2M | 69,545 | +2,266+3.26% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #66 | $3.4M | 53,597 | $2.4M | 40,435 | +13,162+32.55% | Add | |
| WCG Wealth Advisors LLC | 0.07% | 0.08% | #13 | $3.1M | 48,177 | $2.8M | 46,094 | +2,083+4.52% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #55 | $2.7M | 42,800 | $2.9M | 48,457 | -5,657-11.67% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #51 | $2.7M | 41,864 | $2.3M | 38,179 | +3,685+9.65% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #67 | $2.6M | 41,257 | $2.5M | 42,065 | -808-1.92% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | 0.01% | #37 | $2.6M | 40,902 | $2.4M | 39,712 | +1,190+3.00% | Add | |
| World Investment Advisors | 0.04% | 0.04% | #20 | $2.3M | 36,308 | $2.2M | 37,653 | -1,345-3.57% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #54 | $2.0M | 31,797 | $1.8M | 29,493 | +2,304+7.81% | Add | |
| Venture Visionary Partners LLC | 0.06% | 0.06% | #14 | $2.0M | 31,249 | $1.9M | 31,249 | 00.00% | Unchanged | |
| RETIREMENT PLANNING GROUP, LLC / NY | 1.01% | 1.14% | #4 | $1.8M | 29,164 | $1.8M | 29,653 | -489-1.65% | Reduce | |
| PW Nova Financial Services LLC | 0.36% | 0.4% | #5 | $1.7M | 26,467 | $1.6M | 26,919 | -452-1.68% | Reduce | |
| Keebeck Wealth Management | 0.16% | 0.18% | #8 | $1.7M | 26,390 | $1.6M | 26,390 | 00.00% | Unchanged | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.04% | 0.05% | #17 | $1.6M | 25,084 | $1.5M | 25,339 | -255-1.01% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #79 | $1.5M | 23,676 | $841,000 | 14,086 | +9,590+68.08% | Add | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #53 | $1.4M | 21,311 | $1.3M | 21,478 | -167-0.78% | Reduce | |
| Private Advisor Group, LLC | 0.01% | <0.01% | #41 | $1.2M | 19,702 | $963,960 | 16,136 | +3,566+22.10% | Add | |
| CreativeOne Wealth, LLC | 0.03% | 0.03% | #22 | $1.2M | 18,468 | $1.1M | 18,423 | +45+0.24% | Add | |
| Regatta Research & Money Management | 1.06% | — | #3 | $1.1M | 17,644 | $0 | 0 | +17,644 | New Buy | |
| PRINCIPAL SECURITIES, INC. | 0.01% | 0.01% | #34 | $998,268 | 15,753 | $908,048 | 15,200 | +553+3.64% | Add | |
| Wealthcare Advisory Partners LLC | 0.02% | 0.02% | #27 | $986,481 | 15,567 | $851,271 | 14,250 | +1,317+9.24% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #73 | $945,900 | 14,896 | $677,714 | 11,506 | +3,390+29.46% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #68 | $842,189 | 13,290 | $928,416 | 15,541 | -2,251-14.48% | Reduce | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #59 | $783,799 | 12,369 | $322,458 | 5,398 | +6,971+129.14% | Add | |
| CIBC Bancorp USA Inc. | <0.01% | <0.01% | #65 | $665,457 | 10,501 | $597,400 | 10,000 | +501+5.01% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #87 | $659,492 | 10,407 | $621,714 | 10,407 | 00.00% | Unchanged | |
| HARBOUR INVESTMENTS, INC. | 0.01% | 0.01% | #36 | $626,089 | 9,880 | $598,755 | 10,022 | -142-1.42% | Reduce | |
| Three Cord True Wealth Management, LLC | 0.25% | 0.29% | #7 | $534,970 | 8,442 | $524,217 | 8,775 | -333-3.79% | Reduce | |
| NTV ASSET MANAGEMENT LLC | 0.05% | 0.06% | #15 | $526,795 | 8,313 | $533,180 | 8,925 | -612-6.86% | Reduce | |
| Storen Legacy Partners, LLC | 0.14% | 0.15% | #9 | $518,323 | 8,179 | $485,630 | 8,129 | +50+0.62% | Add | |
| WealthPlan Investment Management, LLC | 0.03% | 0.03% | #21 | $515,405 | 8,133 | $511,975 | 8,570 | -437-5.10% | Reduce | |
| Seek First Inc. | 0.32% | — | #6 | $503,601 | 7,947 | $0 | 0 | +7,947 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #86 | $492,385 | 7,770 | $547,636 | 9,167 | -1,397-15.24% | Reduce | |
| Astoria Portfolio Advisors LLC. | 0.08% | 0.09% | #12 | $468,938 | 7,400 | $443,630 | 7,400 | 00.00% | Unchanged | |
| Prime Capital Investment Advisors, LLC | <0.01% | <0.01% | #44 | $399,500 | 6,304 | $332,887 | 5,572 | +732+13.14% | Add | |
| Kovack Advisors, Inc. | 0.02% | 0.02% | #26 | $394,773 | 6,207 | $376,262 | 6,347 | -140-2.21% | Reduce | |
| SeaCrest Wealth Management, LLC | 0.04% | — | #18 | $385,501 | 6,083 | $0 | 0 | +6,083 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #64 | $367,736 | 5,803 | $310,000 | 5,196 | +607+11.68% | Add | |
| KINGSWOOD WEALTH ADVISORS, LLC | 0.01% | 0.02% | #32 | $358,231 | 5,653 | $337,710 | 5,653 | 00.00% | Unchanged | |
| Essex Financial Services, Inc. | 0.02% | 0.02% | #28 | $354,365 | 5,592 | $334,066 | 5,592 | 00.00% | Unchanged | |
| Focus Partners Wealth | <0.01% | <0.01% | #74 | $351,636 | 5,548 | $331,438 | 5,548 | 00.00% | Unchanged | |
| OPPENHEIMER & CO INC | <0.01% | — | #49 | $304,049 | 4,798 | $0 | 0 | +4,798 | New Buy | |
| Stratos Wealth Partners, LTD. | <0.01% | <0.01% | #52 | $296,318 | 4,676 | $269,666 | 4,514 | +162+3.59% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #75 | $294,785 | 4,652 | $262,493 | 4,394 | +258+5.87% | Add | |
| Merit Financial Group, LLC | <0.01% | <0.01% | #58 | $287,934 | 4,544 | $285,770 | 4,784 | -240-5.02% | Reduce |