PVI institutional holders

INVESCO EXCH TRADED FD TR II · 13F, 2026Q2

Managers holding29
Shares held760,235
Reported value$18.9m
Quarter flows4 new, 12 added, 8 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SYKON CAPITAL LLC164,824$4.1m1.3%
BANK OF AMERICA CORP /DE/110,764$2.8m0.0%
Wealthcare Advisory Partners LLC86,297$2.1m0.0%
OSAIC HOLDINGS, INC.54,724$1.4m0.0%
Foundations Investment Advisors, LLC50,210$1.2m0.0%
Janney Montgomery Scott LLC39,964$995,0000.0%
FLAGSHIP HARBOR ADVISORS, LLC39,473$982,2870.0%
LPL Financial LLC32,686$813,3960.0%
Cetera Investment Advisers28,221$702,2800.0%
Avior Wealth Management, LLC19,679$489,7000.0%
ENVESTNET ASSET MANAGEMENT INC17,839$443,9240.0%
Wealthcare Capital Partners, LLC14,143$351,9490.1%
WEALTHCARE CAPITAL MANAGEMENT LLC14,037$349,3110.0%
Arkadios Wealth Advisors13,910$346,1500.0%
SimpliFi, Inc.12,312$306,3760.1%
RAYMOND JAMES FINANCIAL INC11,779$293,1200.0%
MORGAN STANLEY11,731$291,9450.0%
Private Advisor Group, LLC9,870$245,6240.0%
WealthBridge Capital Management, LLC9,117$226,8750.0%
Net Worth Advisory Group8,860$220,4730.1%
WELLS FARGO & COMPANY/MN3,506$87,2530.0%
Mechanics Financial Corp1,700$42,3050.0%
Integrated Wealth Concepts LLC1,156$28,7820.0%
Hurley Capital, LLC1,091$27,1590.0%
US BANCORP \DE\1,067$26,5520.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PVI"). PVI price history · All 13F data

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