# INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR

INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR is a security (CUSIP 46138E495) tracked across SEC portfolio filings. 31 institutional managers reported $43.9M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRADED FD TR II
- Class: PURBTA 0 5 YR
- CUSIP: 46138E495
- 13F holders: 31
- 13F value: $43.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 31 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $20.4M | 778,768 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $4.8M | 187,908 |
| [Tidemark, LLC](https://search.stillhousedata.com/firm/327611) | SAN DIEGO, CA | $4.1M | 158,330 |
| [Sowell Financial Services LLC](https://search.stillhousedata.com/firm/127145) | 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](https://search.stillhousedata.com/firm/119290) | NEWPORT BEACH, CA | $774K | 29,600 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $772K | 29,518 |
| [Arkadios Wealth Advisors](https://search.stillhousedata.com/firm/288863) | ATLANTA, GA | $635K | 24,291 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $553K | 21,155 |
| [Hobart Private Capital, LLC](https://search.stillhousedata.com/firm/168494) | CHARLOTTE, NC | $495K | 19,294 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138e495.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.