INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE is a security (CUSIP 46138G656) tracked across SEC portfolio filings. 129 institutional managers reported $398.6M on Form 13F as of 2026-06-30.
Showing 15 of 129 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $58.3M | 1,048,007 |
| Heartwood Wealth Advisors LLC | RICHMOND, VA | $44.3M | 763,888 |
| Allworth Financial LP | FOLSOM, CA | $41.9M | 752,785 |
| LPL Financial LLC | FORT MILL, SC | $41.8M | 750,121 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $28.5M | 512,739 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $22.2M | 399,394 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $19.1M | 343,899 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $9.0M | 162,537 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $7.5M | 135,468 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $6.6M | 114,638 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $6.4M | 110,882 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $6.3M | 113,627 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $5.7M | 95,582 |
| UBS Group AG | Zurich, V8 | $5.6M | 99,811 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $5.4M | 96,976 |