Invesco S&P 500 Ew Income AdRSPAETF

13F holders, Q1 2026 (March 31)
70holders +10
18new positions
7sold out
$51.05avg. 13F price*

At the end of Q1 2026, 70 institutions reported holding Invesco S&P 500 Ew Income Ad (RSPA) in their 13F filings, up 10 from Q4 2025. 18 opened new positions and 7 sold out. The largest holders were Invesco Ltd. ($215.1M), LPL Financial LLC ($49.5M) and CX Institutional ($46.5M).

Company
Invesco S&P 500 Ew Income Ad
CUSIP
46090A697
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 21Q1 2025Q2 2025: 31Q2 2025Q3 2025: 48Q3 2025Q4 2025: 60Q4 2025Q1 2026: 70Q1 2026Q2 2026: 83Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions18$40.7M
Exits7$2.1M

All 13F filers, Q4 2025 → Q1 2026: 1,949,914 shares bought and 292,969 shares sold, net +1,656,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Invesco Ltd. 0.02% Reduce -1.7% 4,301,501 $215.1M
LPL Financial LLC 0.01% Add +53.7% 989,261 $49.5M
CX Institutional 1.42% Reduce -4.1% 929,563 $46.5M
Jones Financial Companies LLLP 0.01% Add +43.8% 418,180 $20.6M
Morgan Stanley 0.00% New 406,026 $20.3M
Wells Fargo & Company 0.00% Add +932.8% 314,637 $15.7M
Matthew Goff Investment Advisor, LLC 2.28% New 71,302 $13.7M
UBS Group AG 0.00% Add +51.8% 252,807 $12.6M
Cetera Investment Advisers 0.01% Add +66.6% 206,517 $10.3M
Retirement Financial Solutions, LLC 2.67% Add +2.0% 186,750 $9.3M
Prevail Innovative Wealth Advisors, LLC 1.41% Add +166.0% 167,721 $8.4M
Lane Brothers & Co. Inc. 4.74% Add +10.0% 130,067 $6.5M
Wealthcare Advisory Partners LLC 0.09% Add +18.6% 89,495 $4.5M
Flagship Harbor Advisors, LLC 0.19% Add +32.4% 84,290 $4.2M
Royal Bank of Canada 0.00% Add +19.7% 83,409 $4.2M
MJP Associates Inc. 0.43% Add +20.1% 70,083 $3.5M
Advisor OS, LLC 0.25% Add +20.1% 70,083 $3.5M
SageGuard Financial Group, LLC 0.54% Reduce -4.3% 70,073 $3.5M
Compass Financial Services Inc 1.48% Reduce -4.0% 68,302 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +31.9% 61,515 $3.1M
Prospera Financial Services Inc 0.04% Add +174.3% 55,667 $2.8M
Osaic Holdings, Inc. 0.00% Add +180.6% 53,132 $2.7M
Gateway Wealth Partners, LLC 0.09% Add +118.5% 45,198 $2.3M
Private Advisor Group, LLC 0.01% Add +54.0% 36,855 $1.8M
Perigon Wealth Management, LLC 0.03% Add +53.8% 36,540 $1.8M
Janney Montgomery Scott LLC 0.00% Add +40.4% 34,609 $1.7M
Raymond James Financial Inc. 0.00% New 31,812 $1.6M
Natixis Advisors, LLC 0.00% Add +88.2% 30,812 $1.5M
Bank of America Corp. 0.00% Reduce -6.5% 29,320 $1.5M
Stifel Financial Corp. 0.00% Add +104.5% 29,282 $1.5M
Great Valley Advisor Group, Inc. 0.02% Add +304.4% 21,576 $1.1M
Steward Partners Investment Advisory, LLC 0.00% Add +21.0% 19,377 $969K
O'ROURKE & COMPANY, Inc 0.38% Add +3.5% 19,290 $964K
Armstrong Advisory Group, Inc. 0.06% New 19,248 $962K
Cambridge Investment Research Advisors, Inc. 0.00% Add +63.7% 16,306 $815K
First Manhattan Co. Llc. 0.00% New 15,944 $797K
Nations Financial Group Inc, /Ia/ 0.04% Add +37.8% 14,830 $741K
Barnett & Company, Inc. 0.55% Add +19.1% 14,101 $705K
Cibc World Market Inc. 0.00% Add +16.6% 13,050 $653K
Joel Isaacson & Co., LLC 0.02% Add +31.9% 12,863 $643K
Stratos Wealth Partners, LTD. 0.01% Add +20.3% 12,782 $639K
Silverlake Wealth Management LLC 0.12% Add +6.0% 11,058 $553K
Eagle Harbor Asset Management Inc. 0.42% Add +10.4% 2,557 $491K
Stratos Investment Management, LLC 0.02% Reduce -1.1% 9,669 $483K
Peck Wealth Management, LLC 0.47% New 9,280 $464K
Old Mission Capital LLC 0.01% New 8,645 $432K
Adalta Capital Management LLC 0.19% New 8,000 $400K
Northstar Advisory Group, LLC 0.15% New 7,755 $388K
Lanark Financial, Inc. 0.03% Add +63.3% 6,953 $348K
Kestra Advisory Services, LLC 0.00% New 6,583 $329K
Independent Financial Group, LLC 0.01% Add +2.6% 6,418 $321K
Integrity Wealth Advisors, Inc. 0.18% Add +27.5% 6,132 $307K
Beacon Pointe Advisors, LLC 0.00% New 5,993 $300K
Jane Street Group, LLC 0.00% Reduce -96.2% 5,519 $276K
Kingsview Wealth Management, LLC 0.00% New 5,518 $276K
Apollon Wealth Management, LLC 0.00% New 5,018 $251K
HighTower Advisors, LLC 0.00% Add +5.5% 4,462 $223K
Harbour Investments, Inc. 0.00% New 4,350 $217K
IFP Advisors, Inc 0.00% New 4,235 $212K
Brown, Lisle/Cummings, Inc. 0.04% Add +82.2% 3,325 $166K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.4% 3,215 $161K
Private Trust Co. NA 0.01% Reduce -11.8% 1,195 $63K
Capital Advisors, Ltd. LLC 0.01% No change 1,118 $56K
Advisory Services Network, LLC 0.00% New 561 $28K
AE Wealth Management LLC 0.00% New 492 $25K
National Bank of Canada 0.00% Reduce -17.0% 415 $21K
CoreCap Advisors, LLC 0.00% Add +1.9% 366 $18K
NewEdge Advisors, LLC 0.00% Reduce -41.6% 330 $16K
Sunbelt Securities, Inc. 0.00% New 294 $15K
Cwm, LLC 0.00% Add +2.9% 143 $7K

"% of holder's portfolio" is RSPA's weight in each manager's 13F, not the share of Invesco S&P 500 Ew Income Ad the manager owns.