INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR is a security (CUSIP 46138E495) tracked across SEC portfolio filings. 30 institutional managers reported $43.9M on Form 13F as of 2026-06-30.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $20.4M | 778,768 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $4.8M | 187,908 |
| Tidemark, LLC | SAN DIEGO, CA | $4.1M | 158,330 |
| Sowell Financial Services LLC | NORTH LITTLE ROCK, AR | $2.0M | 79,397 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.6M | 60,853 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.5M | 58,729 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.3M | 50,692 |
| Kelly Financial Services LLC | BRAINTREE, MA | $1.3M | 50,618 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $1.2M | 44,667 |
| Trilogy Capital Inc. | HUNTINGTON BEACH, CA | $857K | 33,389 |
| Beacon Pointe Advisors, LLC | NEWPORT BEACH, CA | $774K | 29,600 |
| CITADEL ADVISORS LLC | MIAMI, FL | $772K | 29,518 |
| Arkadios Wealth Advisors | ATLANTA, GA | $635K | 24,291 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $553K | 21,155 |
| Hobart Private Capital, LLC | CHARLOTTE, NC | $495K | 19,294 |