10 institutions reported holding $5.6M of INVESCO EXCH TRADED FD TR II (QOWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.5M), Onyx Bridge Wealth Group LLC ($2.1M), GOLDMAN SACHS GROUP INC ($395,709), Schiavi & Co LLC ($224,181), Concurrent Investment Advisors, LLC ($206,268). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 71,573 | Added |
| 2 | Onyx Bridge Wealth Group LLC | $2.1M | 61,531 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $395,709 | 11,641 | Trimmed |
| 4 | Schiavi & Co LLC | $224,181 | 740 | New |
| 5 | Concurrent Investment Advisors, LLC | $206,268 | 6,068 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $201,373 | 5,924 | New |
| 7 | UBS Group AG | $33,619 | 989 | Added |
| 8 | JPMORGAN CHASE & CO | $5,742 | 171 | Added |
| 9 | Geneos Wealth Management Inc. | $4,249 | 125 | Hold |
| 10 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30