PWZ — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (PWZ)? 8 institutions reported holding $8.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($6.8M), McNaughton Wealth Management, LLC ($1.1M), Nautilus Advisors LLC ($406,934).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $6.8M | 306,376 | Added |
| 2 | McNaughton Wealth Management, LLC | $1.1M | 49,371 | Trimmed |
| 3 | Nautilus Advisors LLC | $406,934 | 18,240 | Trimmed |
| 4 | Apella Capital, LLC | $329,123 | 14,879 | Hold |
| 5 | ELEVATION WEALTH PARTNERS, LLC | $70,535 | 3,162 | Added |
| 6 | Versant Capital Management, Inc | $8,255 | 370 | Hold |
| 7 | PRIVATE CLIENT SERVICES, LLC | $0 | 0 | Exited |
| 8 | Williams & Novak, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30