Who Owns INVESCO EXCHANGE TRADED FD T (UPGD)? -- Institutional Holders (2026-06-30)

35 institutions reported holding $32.1M of INVESCO EXCHANGE TRADED FD T (UPGD) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($13.0M), Kingsview Wealth Management, LLC ($9.2M), LPL Financial LLC ($1.8M), Aspire Growth Partners LLC ($852,227), OXFORD FINANCIAL GROUP, LTD. LLC ($819,333). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$13.0M158,385Trimmed
2Kingsview Wealth Management, LLC$9.2M112,789New
3LPL Financial LLC$1.8M22,450Added
4Aspire Growth Partners LLC$852,22710,401Trimmed
5OXFORD FINANCIAL GROUP, LTD. LLC$819,33310,000Hold
6HBK Sorce Advisory LLC$721,0298,602Trimmed
7Tower Research Capital LLC (TRC)$510,1996,227Trimmed
8Total Wealth Planning & Management, Inc.$477,7535,831Hold
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$470,6255,744Trimmed
10FLOW TRADERS U.S. LLC$441,0005,377New
11Beacon Pointe Advisors, LLC$409,6675,000New
12Geneos Wealth Management Inc.$409,6675,000Added
13Millstone Evans Group, LLC$333,0594,065Trimmed
14Morey & Quinn Wealth Partners, LLC$326,0133,979Trimmed
15MORGAN STANLEY$322,8173,940Hold
16YARGER WEALTH STRATEGIES, LLC$295,2983,577Hold
17GLENMEDE TRUST CO NA$290,8633,550Hold
18Quantinno Capital Management LP$267,3483,263Hold
19STIFEL FINANCIAL CORP$241,7962,951Hold
20Formidable Asset Management, LLC$218,8893,004Hold
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$118,8031,450Hold
22FMR LLC$103,6101,265Hold
23OSAIC HOLDINGS, INC.$94,3011,151Hold
24ARCADIA INVESTMENT ADVISORS LLC$80,196245Hold
25UBS Group AG$63,990781Trimmed

Source: SEC Form 13F filings · as of 2026-06-30