UPGD — Invesco Exchange Traded Fd T 机构持仓 · 2026年Q2

Name: 谁持有 UPGD？35 家机构、3,208 万美元（2026年Q2）
Creator: ko.io

谁持有 Invesco Exchange Traded Fd T（UPGD）？2026年Q2（报告期截至 2026-06-30）共有 35 家机构在 SEC 13F 申报中报告持有，合计 3,208.07 万美元。前几大持有机构：Raymond James Financial Inc（1,300.00 万美元）、Kingsview Wealth Management, LLC（920.00 万美元）、LPL Financial LLC（180.00 万美元）。

排名	机构	市值	股数	变动
1	RAYMOND JAMES FINANCIAL INC	$13.0M	158,385	减持
2	Kingsview Wealth Management, LLC	$9.2M	112,789	新建仓
3	LPL Financial LLC	$1.8M	22,450	增持
4	Aspire Growth Partners LLC	$852,227	10,401	减持
5	OXFORD FINANCIAL GROUP, LTD. LLC	$819,333	10,000	持平
6	HBK Sorce Advisory LLC	$721,029	8,602	减持
7	Tower Research Capital LLC (TRC)	$510,199	6,227	减持
8	Total Wealth Planning & Management, Inc.	$477,753	5,831	持平
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$470,625	5,744	减持
10	FLOW TRADERS U.S. LLC	$441,000	5,377	新建仓
11	Beacon Pointe Advisors, LLC	$409,667	5,000	新建仓
12	Geneos Wealth Management Inc.	$409,667	5,000	增持
13	Millstone Evans Group, LLC	$333,059	4,065	减持
14	Morey & Quinn Wealth Partners, LLC	$326,013	3,979	减持
15	MORGAN STANLEY	$322,817	3,940	持平
16	YARGER WEALTH STRATEGIES, LLC	$295,298	3,577	持平
17	GLENMEDE TRUST CO NA	$290,863	3,550	持平
18	Quantinno Capital Management LP	$267,348	3,263	持平
19	STIFEL FINANCIAL CORP	$241,796	2,951	持平
20	Formidable Asset Management, LLC	$218,889	3,004	持平
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$118,803	1,450	持平
22	FMR LLC	$103,610	1,265	持平
23	OSAIC HOLDINGS, INC.	$94,301	1,151	持平
24	ARCADIA INVESTMENT ADVISORS LLC	$80,196	245	持平
25	UBS Group AG	$63,990	781	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30