Vault-13

INVESCO EXCH TRD SLF IDX FD POWA

DEFENSIVE EQTY · ETP · CUSIP 46138J775

74 institutional holders -3 vs Q1 2026
973,283973.3k shares reported held*
$86.5mreported value*
9 new 9 added 27 reduced 11 sold out net sold ≈ $5.6m (-63.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $88.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 84Q1 23: 79Q2 23: 73Q3 23: 67Q4 23: 67Q1 24: 69Q2 24: 68Q3 24: 73Q4 24: 74Q1 25: 79Q2 25: 73Q3 25: 75Q4 25: 75Q1 26: 77Q2 26: 7474Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202280
Q4 202284
Q1 202379
Q2 202373
Q3 202367
Q4 202367
Q1 202469
Q2 202468
Q3 202473
Q4 202474
Q1 202579
Q2 202573
Q3 202575
Q4 202575
Q1 202677
Q2 202674

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 19 bought or addedQ3 24: 32 cut or sold outQ4 24: 17 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 25 cut or sold outQ2 25: 14 bought or addedQ2 25: 37 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 39 cut or sold outQ4 25: 26 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 35 cut or sold outQ2 26: 18 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241932
Q4 20241734
Q1 20252725
Q2 20251437
Q3 20251639
Q4 20252632
Q1 20262135
Q2 20261838

Biggest buyers

Mosley Wealth Management Added +11,840+11.8k
GOLDMAN SACHS GROUP INC Added +7,748+7.7k
Cambridge Investment Research Advisors, Inc. Added +6,155+6.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +4,485+4.5k
Simplicity Wealth,LLC New +2,662+2.7k
Ethos Financial Group, LLC New +2,343+2.3k
J.W. COLE ADVISORS, INC. New +2,302+2.3k
Wealthspire Retirement, LLC New +2,300+2.3k
Delos Wealth Advisors, LLC Added +1,608+1.6k
Hyundai Investments Co., Ltd. Added +664+664

Biggest sellers

Elevation Capital Advisory, LLC Sold out -48,569-48.6k
IMC-Chicago, LLC Sold out -17,801-17.8k
Advisory Alpha, LLC Sold out -4,630-4.6k
ROYAL BANK OF CANADA Reduced -4,242-4.2k
Creative Planning Reduced -4,173-4.2k
Tower Research Capital LLC (TRC) Reduced -3,765-3.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -3,427-3.4k
CITADEL ADVISORS LLC Sold out -3,098-3.1k
TopTier Wealth Management, LLC Sold out -2,017-2.0k
FMR LLC Reduced -1,827-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 268,417268.4k $23.8m $23.8m 0.01% Added +101 +101
2 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 138,988139.0k $12.3m $12.3m 0.02% Reduced -3.4k -3,427
3 1900 WEALTH MANAGEMENT LLC 0.37% of their portfolio SAN ANTONIO, TX 75,29375.3k $6.7m $6.7m 0.37% Reduced -94 -94
4 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 48,60748.6k $4.3m $4.3m 0.00% Reduced -4.2k -4,173
5 Delos Wealth Advisors, LLC 2.02% of their portfolio DALLAS, TX 44,25244.3k $3.9m $3.9m 2.02% Added +1.6k +1,608
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 41,41441.4k $3.7m $3.7m 0.00% Reduced -430 -430
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 36,68236.7k $3.3m $3.3m 0.00% Added +7.7k +7,748
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 29,47829.5k $2.6m $2.6m 0.00% Reduced -101 -101
9 Capital Investment Advisory Services, LLC 0.10% of their portfolio RALEIGH, NC 17,70417.7k $1.6m $1.6m 0.10% Unchanged
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 17,04417.0k $1.5m $1.5m 0.00% Reduced -1.5k -1,503
11 Pacific Sun Financial Corp 0.56% of their portfolio LOS ANGELES, CA 15,25015.2k $1.4m $1.4m 0.56% Reduced -167 -167
12 Avant Capital LLC 0.85% of their portfolio LAFAYETTE, LA 15,25015.2k $1.4m $1.4m 0.85% Reduced -779 -779
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,84813.8k $1.2m $1.2m 0.00% Reduced -1.6k -1,629
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,00013.0k $1.2m $1.2m 0.00% Added +6.2k +6,155
15 Mosley Wealth Management 0.35% of their portfolio ANAHEIM, CA 12,54312.5k $1.1m $1.1m 0.35% Added +11.8k +11,840
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,05312.1k $1.1m $1.1m 0.00% Reduced -1.1k -1,066
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,81311.8k $1.0m $1.0m 0.00% Reduced -297 -297
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,55011.6k $1.0m $1.0m 0.00% Reduced -209 -209
19 Caprock Group, LLC 0.02% of their portfolio BOISE, ID 11,45811.5k $1.0m $1.0m 0.02% Unchanged
20 Trek Financial, LLC 0.04% of their portfolio Scottsdale, AZ 9,5079.5k $844.6k $844.6k 0.04% Unchanged
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,0569.1k $804.6k $804.6k 0.00% Reduced -62 -62
22 PARTNERS WEALTH MANAGEMENT, LLC 0.79% of their portfolio CARMEL BY THE SEA, CA 9,0439.0k $803.4k $803.4k 0.79% Unchanged
23 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 8,5688.6k $761.2k $761.2k 0.02% Added +534 +534
24 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 8,0528.1k $715.3k $715.3k 0.02% Reduced -1.3k -1,330
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,8695.9k $521.4k $521.4k 0.00% Unchanged
26 Hyundai Investments Co., Ltd. 0.56% of their portfolio YEONGDEUNGPO-GU, SEOUL, M5 5,8045.8k $513.7k $513.7k 0.56% Added +664 +664
27 Solstein Capital, LLC 0.17% of their portfolio Menlo Park, CA 5,5725.6k $495.0k $495.0k 0.17% Unchanged
28 CASTLE WEALTH MANAGEMENT LLC 0.13% of their portfolio BOYNTON BEACH, FL 5,0245.0k $446.3k $446.3k 0.13% Reduced -113 -113
29 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 4,7504.8k $422.0k $422.0k 0.01% Reduced -123 -123
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,4854.5k $398.4k $398.4k 0.00% New
31 MONECO ADVISORS, LLC 0.02% of their portfolio FAIRFIELD, CT 4,3814.4k $389.2k $389.2k 0.02% Unchanged
32 FMR LLC 0.00% of their portfolio BOSTON, MA 4,0234.0k $357.4k $357.4k 0.00% Reduced -1.8k -1,827
33 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,3903.4k $301.2k $301.2k 0.00% Added +50 +50
34 SteelPeak Wealth, LLC 0.01% of their portfolio WOODLAND HILLS, CA 3,2893.3k $292.2k $292.2k 0.01% Unchanged
35 Symphony Financial Services, Inc. 0.13% of their portfolio AKRON, OH 3,1923.2k $283.6k $283.6k 0.13% Reduced -280 -280
36 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,1403.1k $278.9k $278.9k 0.01% Reduced -350 -350
37 Fearless Solutions, LLC dba Best Invest 0.14% of their portfolio SAN ANTONIO, TX 3,0753.1k $273.2k $273.2k 0.14% Reduced -175 -175
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,7012.7k $240.0k $240.0k 0.00% Reduced -4.2k -4,242
39 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 2,6622.7k $236.5k $236.5k 0.01% New
40 Connecticut Wealth Management, LLC 0.01% of their portfolio FARMINGTON, CT 2,5742.6k $228.7k $228.7k 0.01% Unchanged
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,5332.5k $225.1k $225.1k 0.00% Unchanged
42 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 2,5042.5k $222.4k $222.4k 0.00% Unchanged
43 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,4942.5k $221.6k $221.6k 0.00% Added +95 +95
44 WESBANCO BANK INC 0.01% of their portfolio WHEELING, WV 2,4292.4k $215.8k $215.8k 0.01% Unchanged
45 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 2,3432.3k $214.7k $214.7k 0.01% New
46 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 2,3022.3k $204.5k $204.5k 0.00% New
47 Wealthspire Retirement, LLC 0.01% of their portfolio ALISO VIEJO, CA 2,3002.3k $204.3k $204.3k 0.01% New
48 S.A. Mason LLC 0.04% of their portfolio HOLLAND, MI 1,4501.4k $128.8k $128.8k 0.04% Unchanged
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,2601.3k $111.9k $111.9k 0.00% Reduced -49 -49
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2351.2k $109.7k $109.7k 0.00% Reduced -117 -117
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1401.1k $101.3k $101.3k 0.00% Unchanged
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0101.0k $89.7k $89.7k 0.00% Unchanged
53 Minot DeBlois Advisors LLC 0.08% of their portfolio Boston, MA 1,0001.0k $88.8k $88.8k 0.08% Unchanged
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 813813 $72.3k $72.3k 0.00% First filing
55 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 709709 $62.7k $62.7k 0.00% Reduced -443 -443
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 703703 $62.5k $62.5k 0.00% Unchanged
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 690690 $61.3k $61.3k 0.00% Unchanged
58 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 590590 $52.4k $52.4k 0.00% Unchanged
59 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 434434 $38.5k $38.5k 0.00% New
60 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 433433 $38.5k $38.5k 0.00% Unchanged
61 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 378378 $33.5k $33.5k 0.00% Unchanged
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 350350 $31.0k $31.0k 0.00% Unchanged
63 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 326326 $29.0k $29.0k 0.00% Unchanged
64 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 225225 $20.0k $20.0k 0.00% Reduced -3.8k -3,765
65 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 200200 $17.8k $17.8k 0.00% Unchanged
66 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 179179 $15.9k $15.9k 0.00% Unchanged
67 HORIZON FINANCIAL SERVICES, LLC 0.01% of their portfolio WINSTON SALEM, NC 173173 $15.4k $15.4k 0.01% Unchanged
68 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 100100 $8.9k $8.9k 0.00% New
69 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 5252 $4.6k $4.6k 0.00% Unchanged
70 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5050 $4.4k $4.4k 0.00% Reduced -900 -900
71 BlackRock, Inc. 0.00% of their portfolio New York, NY 5050 $4.4k $4.4k 0.00% New
72 BFSG, LLC 0.00% of their portfolio IRVINE, CA 1515 $1.3k $1.3k 0.00% New
73 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1212 $1.1k $1.1k 0.00% Unchanged
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $9 $9 0.00% Reduced -1 -1