PWZ institutional holders

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

Managers holding130
Shares held35,458,892
Reported value$869.1m
Quarter flows19 new, 61 added, 26 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Wealthfront Advisers LLC17,483,077$428.5m0.8%
MERCER GLOBAL ADVISORS INC /ADV3,478,440$85.3m0.1%
Gerber Kawasaki Wealth & Investment Management2,093,022$51.3m1.4%
Composition Wealth, LLC1,244,215$30.5m0.4%
SYON CAPITAL LLC1,231,692$30.2m1.3%
BANK OF AMERICA CORP /DE/1,215,616$29.8m0.0%
GUGGENHEIM CAPITAL LLC1,027,646$25.2m0.2%
EP Wealth Advisors, LLC788,637$19.3m0.1%
LPL Financial LLC682,964$16.7m0.0%
MORGAN STANLEY625,770$15.3m0.0%
FIRST FOUNDATION ADVISORS379,879$9.3m0.3%
Shared Vision Wealth Group LLC310,889$7.6m2.6%
JPMORGAN CHASE & CO297,671$7.3m0.0%
Pure Financial Advisors, LLC284,900$7.0m0.1%
Robertson Stephens Wealth Management, LLC238,198$5.8m0.1%
WELLS FARGO & COMPANY/MN183,517$4.5m0.0%
Integrated Wealth Concepts LLC175,464$4.3m0.0%
FIRST AMERICAN TRUST, FSB169,374$4.2m0.3%
HighTower Advisors, LLC145,793$3.6m0.0%
Chatterton & Associates Inc.144,898$3.5m2.1%
Elmwood Wealth Management, Inc.141,077$3.5m0.9%
KEYBANK NATIONAL ASSOCIATION/OH133,243$3.3m0.0%
Affinity Capital Advisors, LLC123,281$3.0m0.4%
JONES FINANCIAL COMPANIES LLLP123,367$3.0m0.0%
FMR LLC110,870$2.7m0.0%

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

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