Who owns QOWZ?
Invesco Nasdaq Free Cash Flow Achievers ETF · Invesco
9 institutions reported holding QOWZ, worth $5.6M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of QOWZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.5M | 71,573 | +1,477 shares |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $2.1M | 61,531 | −57,836 shares |
| Goldman Sachs Group Inc. | New York, NY | $396K | 11,641 | −1,736 shares |
| Schiavi & Co LLC | Wilmington, DE | $224K | 740 | New position |
| Concurrent Investment Advisors, LLC | Tampa, FL | $206K | 6,068 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $201K | 5,924 | New position |
| UBS Group AG | Zurich, Switzerland | $34K | 989 | +381 shares |
| JPMorgan Chase & Co | New York, NY | $6K | 171 | +120 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $4K | 125 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QOWZ?
9 institutional managers reported holding QOWZ in Form 13F filings for June 30, 2026, worth $5.6M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $2.5M.
Did institutions buy or sell QOWZ last quarter?
Reported 13F value fell 18.5% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QOWZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.