Who Owns INVESCO EXCH TRADED FD TR II (IPKW)? -- Institutional Holders (2026-06-30)
102 institutions reported holding $353.0M of INVESCO EXCH TRADED FD TR II (IPKW) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($40.7M), MORGAN STANLEY ($39.6M), LPL Financial LLC ($37.1M), RAYMOND JAMES FINANCIAL INC ($28.0M), Kellett Wealth Advisors, LLC ($19.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $40.7M | 722,597 | Added |
| 2 | MORGAN STANLEY | $39.6M | 702,544 | Added |
| 3 | LPL Financial LLC | $37.1M | 659,314 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $28.0M | 497,047 | Trimmed |
| 5 | Kellett Wealth Advisors, LLC | $19.7M | 349,517 | Added |
| 6 | Nikulski Financial, Inc. | $13.8M | 245,164 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $12.1M | 179,557 | Added |
| 8 | UBS Group AG | $11.7M | 207,116 | Added |
| 9 | Park Edge Advisors, LLC | $11.0M | 195,510 | Added |
| 10 | Arkadios Wealth Advisors | $10.2M | 181,244 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $9.8M | 175,219 | Added |
| 12 | Brookstone Capital Management | $9.3M | 164,443 | Added |
| 13 | Breakwater Capital Group | $8.4M | 148,995 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 113,604 | Added |
| 15 | Cetera Investment Advisers | $6.2M | 110,521 | Added |
| 16 | Principle Wealth Partners LLC | $5.3M | 93,953 | Added |
| 17 | Private Advisor Group, LLC | $5.3M | 93,809 | Trimmed |
| 18 | Sanctuary Advisors, LLC | $5.1M | 91,026 | Trimmed |
| 19 | Kovack Advisors, Inc. | $4.5M | 80,123 | New |
| 20 | JANE STREET GROUP, LLC | $4.5M | 79,484 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $4.2M | 73,906 | Added |
| 22 | GTS SECURITIES LLC | $3.9M | 69,046 | Added |
| 23 | Financial Enhancement Group LLC | $3.9M | 68,436 | Trimmed |
| 24 | VISTA INVESTMENT MANAGEMENT | $3.7M | 66,079 | Added |
| 25 | CITADEL ADVISORS LLC | $3.0M | 53,158 | Added |
Source: SEC Form 13F filings · as of 2026-06-30