Invesco Exchange Traded Fd T (UPGD) institutional ownership

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding32
Shares held390,915
Reported value$32.1m
Quarter flows5 new, 2 added, 8 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC158,385$13.0m0.0%
Kingsview Wealth Management, LLC112,789$9.2m0.1%
LPL Financial LLC22,450$1.8m0.0%
Aspire Growth Partners LLC10,401$852,2270.5%
OXFORD FINANCIAL GROUP, LTD. LLC10,000$819,3330.0%
HBK Sorce Advisory LLC8,602$721,0290.0%
Tower Research Capital LLC (TRC)6,227$510,1990.0%
Total Wealth Planning & Management, Inc.5,831$477,7530.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,744$470,6250.0%
FLOW TRADERS U.S. LLC5,377$441,0000.0%
Beacon Pointe Advisors, LLC5,000$409,6670.0%
Geneos Wealth Management Inc.5,000$409,6670.0%
Millstone Evans Group, LLC4,065$333,0590.2%
Morey & Quinn Wealth Partners, LLC3,979$326,0130.2%
MORGAN STANLEY3,940$322,8170.0%
YARGER WEALTH STRATEGIES, LLC3,577$295,2980.1%
GLENMEDE TRUST CO NA3,550$290,8630.0%
Quantinno Capital Management LP3,263$267,3480.0%
STIFEL FINANCIAL CORP2,951$241,7960.0%
Formidable Asset Management, LLC3,004$218,8890.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,450$118,8030.0%
FMR LLC1,265$103,6100.0%
OSAIC HOLDINGS, INC.1,151$94,3010.0%
ARCADIA INVESTMENT ADVISORS LLC245$80,1960.0%
UBS Group AG781$63,9900.0%

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

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