PCEF — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (PCEF)? 7 institutions reported holding $3.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($1.7M), Heartwood Wealth Advisors LLC ($945,170), GAMMA Investing LLC ($266,875).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $1.7M | 86,706 | Added |
| 2 | Heartwood Wealth Advisors LLC | $945,170 | 48,846 | Hold |
| 3 | GAMMA Investing LLC | $266,875 | 13,792 | Added |
| 4 | Buska Wealth Management, LLC | $250,340 | 12,937 | Trimmed |
| 5 | CoreCap Advisors, LLC | $135,754 | 7,015 | Trimmed |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $25,376 | 1,311 | Hold |
| 7 | TOTH FINANCIAL ADVISORY CORP | $2,826 | 146 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30