Who Owns INVESCO EXCH TRADED FD TR II (KBWP)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $32.4M of INVESCO EXCH TRADED FD TR II (KBWP) in SEC 13F filings for 2026-06-30. Largest institutional holders: REDSTONE WEALTH MANAGEMENT, LLC ($14.6M), RM Financial Services, LLC ($4.1M), Focus Financial Network, Inc. ($3.0M), Kestra Advisory Services, LLC ($2.3M), Bright Futures Wealth Management, LLC. ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | REDSTONE WEALTH MANAGEMENT, LLC | $14.6M | 115,351 | Added |
| 2 | RM Financial Services, LLC | $4.1M | 32,525 | Added |
| 3 | Focus Financial Network, Inc. | $3.0M | 23,684 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $2.3M | 18,117 | Added |
| 5 | Bright Futures Wealth Management, LLC. | $2.0M | 15,605 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 13,848 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.3M | 10,378 | Added |
| 8 | Vanguard Capital Wealth Advisors | $659,178 | 5,200 | New |
| 9 | RDA Financial Network | $640,163 | 5,050 | Hold |
| 10 | Stegent Equity Advisors, Inc. | $575,741 | 4,542 | Hold |
| 11 | J.W. COLE ADVISORS, INC. | $539,472 | 4,256 | Trimmed |
| 12 | CITIGROUP INC | $287,883 | 2,271 | New |
| 13 | Hudock, Inc. | $268,929 | 2,121 | Trimmed |
| 14 | Elevate Capital Advisors, LLC | $210,767 | 1,663 | Trimmed |
| 15 | Rossby Financial, LCC | $76,946 | 607 | Hold |
| 16 | AdvisorNet Financial, Inc | $73,173 | 577 | Trimmed |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,596 | 20 | Hold |
| 18 | Copeland Capital Management, LLC | $1,140 | 9 | New |
| 19 | Belvedere Trading LLC | $0 | 0 | Exited |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 21 | Buska Wealth Management, LLC | $0 | 0 | Exited |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30