Who Owns INVESCO EXCH TRADED FD TR II (QQMG)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $33.5M of INVESCO EXCH TRADED FD TR II (QQMG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stewardship Advisors, LLC ($7.4M), Fingerlakes Wealth Management, Inc. ($4.3M), Envestnet Portfolio Solutions, Inc. ($4.2M), ENVESTNET ASSET MANAGEMENT INC ($3.5M), TRUIST FINANCIAL CORP ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Stewardship Advisors, LLC | $7.4M | 144,892 | Trimmed |
| 2 | Fingerlakes Wealth Management, Inc. | $4.3M | 84,778 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $4.2M | 81,810 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 67,344 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $3.2M | 62,737 | Trimmed |
| 6 | Pearl Planning LLC | $3.2M | 62,588 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 29,022 | Added |
| 8 | Dynamic Advisor Solutions LLC | $1.2M | 23,429 | Added |
| 9 | Prism Advisors, Inc. | $895,705 | 17,484 | Trimmed |
| 10 | Onyx Bridge Wealth Group LLC | $875,113 | 17,082 | Trimmed |
| 11 | BASSO CAPITAL MANAGEMENT, L.P. | $703,849 | 13,739 | New |
| 12 | Kestra Advisory Services, LLC | $411,199 | 8,027 | Added |
| 13 | PFG Advisors | $352,565 | 6,882 | Added |
| 14 | PFG Investments, LLC | $295,105 | 5,760 | New |
| 15 | SFM, LLC | $288,579 | 5,633 | Trimmed |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $259,736 | 5,070 | New |
| 17 | KFA Private Wealth Group, LLC | $248,875 | 4,858 | New |
| 18 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $234,000 | 4,541 | New |
| 19 | AE Wealth Management LLC | $205,945 | 4,020 | Added |
| 20 | NBC SECURITIES, INC. | $113,167 | 2,209 | Hold |
| 21 | StrongBox Wealth, LLC | $88,679 | 1,731 | New |
| 22 | Triumph Capital Management | $5,635 | 110 | Hold |
| 23 | Golden State Equity Partners | $0 | 0 | Exited |
| 24 | Sonoma Allocations LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30