20 institutions reported holding $5.9M of Invesco Exchange-Traded Fund Trust II (IBBQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WMS Group LLC ($1.9M), COMMONWEALTH EQUITY SERVICES, LLC ($1.6M), Churchill Financial Advisors, LLC ($663,847), Concurrent Investment Advisors, LLC ($463,849), RAFFA WEALTH MANAGEMENT, LLC ($410,536). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WMS Group LLC | $1.9M | 59,118 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 49,951 | Trimmed |
| 3 | Churchill Financial Advisors, LLC | $663,847 | 20,326 | New |
| 4 | Concurrent Investment Advisors, LLC | $463,849 | 14,202 | Trimmed |
| 5 | RAFFA WEALTH MANAGEMENT, LLC | $410,536 | 12,570 | Hold |
| 6 | Ignite Planners, LLC | $260,267 | 7,954 | Added |
| 7 | Breakwater Capital Group | $230,678 | 7,063 | Added |
| 8 | Lauer Wealth, LLC | $201,252 | 6,200 | New |
| 9 | Signature Equity Partners, LLC | $21,345 | 654 | Added |
| 10 | Princeton Global Asset Management LLC | $19,617 | 601 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $8,197 | 251 | Trimmed |
| 12 | PRIVATE TRUST CO NA | $7,414 | 227 | New |
| 13 | Farmers & Merchants Trust Co of Chambersburg PA | $7,000 | 200 | Hold |
| 14 | Institute for Wealth Management, LLC. | $2,515 | 77 | New |
| 15 | AE Wealth Management LLC | $2,188 | 67 | Hold |
| 16 | Meramec Financial Planners, LLC | $815 | 25 | Hold |
| 17 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 18 | Golden State Equity Partners | $0 | 0 | Exited |
| 19 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
| 20 | Portus Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30