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Invesco Exch Traded FD TR II

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares10,984 from 11,193
Change-209 (-2%)
Value$554.2K (-$2.2K)
Filed 2026-02-11
Richmond Investment Services, LLC
DECREASED
Shares4,534 from 5,184
Change-650 (-13%)
Value$228.8K (-$29.0K)
Filed 2026-02-12
Osaic Holdings, Inc.
DECREASED
Shares455 from 563
Change-108 (-19%)
Value$23.0K (-$4.7K)
Filed 2026-02-17
UBS Group AG
INCREASED
Shares90 from 7
Change+83 (+1186%)
Value$4.5K (+$4.2K)
Filed 2026-01-29
Global Retirement Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.5K (+$37)
Filed 2026-02-06
Citigroup Inc
NEW
Shares1
Change+1
Value$50
Filed 2026-02-13
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$50 ($0)
Filed 2026-05-27
Susquehanna International Group, LLP
CLOSED
Shares0 from 6,110
Change-6,110 (-100%)
Value$0 (-$303.7K)
Filed 2026-02-17
Wells Fargo & Company
UNCHANGED
Shares0 from 0
Change0
Value$17 (+$9)
Filed 2026-02-13
Status
LPL Financial LLC
DECREASED10,98411,193-209-2%$556.4K$554.2K-$2.2K2026-02-11
Richmond Investment Services, LLC
DECREASED4,5345,184-650-13%$257.7K$228.8K-$29.0K2026-02-12
Osaic Holdings, Inc.
DECREASED455563-108-19%$27.7K$23.0K-$4.7K2026-02-17
UBS Group AG
INCREASED907+83+1186%$348$4.5K+$4.2K2026-01-29
Global Retirement Partners, LLC
UNCHANGED505000%$2.5K$2.5K+$372026-02-06
Citigroup Inc
NEW1—+1——$50—2026-02-13
Morgan Stanley
UNCHANGED1100%$50$50$02026-05-27
Susquehanna International Group, LLP
CLOSED06,110-6,110-100%$303.7K$0-$303.7K2026-02-17
Wells Fargo & Company
UNCHANGED000—$8$17+$92026-02-13
Showing 9 of 9 institutions