INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM 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% | #15 | $2.7M | 25,865 | $2.5M | 25,825 | +40+0.15% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #18 | $1.5M | 14,568 | $2.0M | 19,806 | -5,238-26.45% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #10 | $1.1M | 10,787 | $992,057 | 10,287 | +500+4.86% | Add | |
| Farther Finance Advisors, LLC | 0.01% | 0.01% | #5 | $959,199 | 9,273 | $901,813 | 9,276 | -3-0.03% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #11 | $651,206 | 6,296 | $622,256 | 6,452 | -156-2.42% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #19 | $582,471 | 5,631 | $531,377 | 5,510 | +121+2.20% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #17 | $557,591 | 5,390 | $604,865 | 6,272 | -882-14.06% | Reduce | |
| Trueblood Wealth Management, LLC | 0.16% | 0.17% | #1 | $456,789 | 4,416 | $426,159 | 4,419 | -3-0.07% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #20 | $454,102 | 4,390 | $348,915 | 3,618 | +772+21.34% | Add | |
| Genesee Capital Advisors, LLC | 0.09% | 0.11% | #2 | $281,883 | 2,725 | $262,760 | 2,725 | 00.00% | Unchanged | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #13 | $258,600 | 2,500 | $241,097 | 2,500 | 00.00% | Unchanged | |
| Register Financial Advisors LLC | 0.04% | 0.04% | #3 | $114,936 | 1,111 | $107,154 | 1,111 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | <0.01% | — | #12 | $107,165 | 1,036 | $0 | 0 | +1,036 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #9 | $82,752 | 800 | $81,201 | 842 | -42-4.99% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #22 | $49,859 | 482 | $73,486 | 762 | -280-36.75% | Reduce | |
| BELLEVUE ASSET MANAGEMENT, LLC | 0.02% | 0.02% | #4 | $38,169 | 369 | $35,585 | 369 | 00.00% | Unchanged | |
| Transamerica Financial Advisors, LLC | <0.01% | <0.01% | #6 | $29,074 | 281 | $28,800 | 298 | -17-5.70% | Reduce | |
| Institute for Wealth Management, LLC. | <0.01% | — | #8 | $22,757 | 220 | $0 | 0 | +220 | New Buy | |
| CENTRAL TRUST Co | <0.01% | <0.01% | #14 | $21,516 | 208 | $20,060 | 208 | 00.00% | Unchanged | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #23 | $10,977 | 105 | $9,790 | 105 | 00.00% | Unchanged | |
| MTM Investment Management, LLC | <0.01% | <0.01% | #7 | $8,482 | 82 | $7,908 | 82 | 00.00% | Unchanged | |
| IFP Advisors, Inc | <0.01% | <0.01% | #16 | $8,275 | 80 | $7,715 | 80 | 00.00% | Unchanged | |
| BLAIR WILLIAM & CO/IL | <0.01% | <0.01% | #21 | $3,207 | 31 | $2,990 | 31 | 00.00% | Unchanged |