PBTP institutional holders

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

Managers holding28
Shares held1,832,800
Reported value$47.0m
Quarter flows6 new, 11 added, 8 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC858,607$22.0m0.0%
Tidemark, LLC272,095$7.0m1.6%
COMMONWEALTH EQUITY SERVICES, LLC187,908$4.8m0.0%
Sowell Financial Services LLC79,397$2.0m0.1%
ENVESTNET ASSET MANAGEMENT INC58,729$1.5m0.0%
BANK OF AMERICA CORP /DE/55,821$1.4m0.0%
Kelly Financial Services LLC50,618$1.3m0.3%
RAYMOND JAMES FINANCIAL INC46,377$1.2m0.0%
GOLDMAN SACHS GROUP INC35,687$915,5500.0%
Trilogy Capital Inc.33,389$856,5950.0%
Beacon Pointe Advisors, LLC25,100$643,9410.0%
Arkadios Wealth Advisors23,121$593,1740.0%
OSAIC HOLDINGS, INC.22,333$572,9990.0%
Hobart Private Capital, LLC19,294$494,9880.1%
MML INVESTORS SERVICES, LLC18,627$477,8740.0%
Centerpoint Advisory Group11,536$295,9570.2%
BETO FINANCIAL GROUP, LLC10,707$274,9560.1%
Private Advisor Group, LLC9,361$240,1600.0%
Destiny Capital Corp/CO7,888$202,3670.1%
Highland Investment Advisors LLC2,649$67,9700.0%
ROYAL BANK OF CANADA1,594$41,0000.0%
BlackRock, Inc.1,283$32,9150.0%
PRIVATE TRUST CO NA400$10,2620.0%
UBS Group AG161$4,1300.0%
Arax Advisory Partners106$2,7200.0%

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

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