CLTL · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (CLTL)
Who is buying and selling CLTL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CLTL at a glance
- No open-market insider purchases or sales of CLTL were filed in the last 90 days.
- 29 13F filers hold CLTL among their 50 largest positions, worth $428.9M combined. The biggest bets by portfolio weight are CPR Investments Inc. (29.6%), Clear Retirement Advice LLC (8.9%) and Castle Wealth Management LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in CLTL.
CLTL insider trading
No open-market insider purchases or sales of CLTL were filed in the last 90 days.
Who owns CLTL? Hedge funds and superinvestors
29 13F filers hold CLTL among their 50 largest positions, worth $428.9M combined. The biggest bets by portfolio weight are CPR Investments Inc. (29.6%), Clear Retirement Advice LLC (8.9%) and Castle Wealth Management LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| F/m Investments LLCAsset manager | 5.5% | $109.2M | 1,034,448 | — | Q2 2026 |
| Awm Capital, LLCWealth manager | 6.3% | $89.8M | 850,552 | +37.2% shares | Q3 2026 |
| CPR Investments Inc.Wealth manager | 29.6% | $39.7M | 376,557 | +21.0% shares | Q3 2026 |
| Castle Wealth Management LLCWealth manager | 7.1% | $23.9M | 226,266 | -7.6% shares | Q2 2026 |
| Convergence Financial, LLCWealth manager | 2.8% | $20.2M | 191,625 | -44.0% shares | Q3 2026 |
| Dock Street Asset Management IncWealth manager | 1.7% | $18.8M | 178,334 | -18.8% shares | Q2 2026 |
| IFG Advisory, LLCWealth manager | 0.6% | $17.5M | 165,867 | — | Q2 2026 |
| First Command Advisory Services, Inc.Wealth manager | 0.1% | $15.2M | 144,257 | -3.6% shares | Q2 2026 |
| Clear Retirement Advice LLCWealth manager | 8.9% | $13.3M | 125,697 | +3.1% shares | Q3 2026 |
| Private Advisory Group LLCWealth manager | 0.7% | $12.3M | 116,391 | — | Q2 2026 |
| One Day In July LLCWealth manager | 0.7% | $10.7M | 101,235 | +48.3% shares | Q2 2026 |
| Power Wealth Management LLCWealth manager | 3.0% | $9.0M | 84,877 | +1.9% shares | Q3 2026 |
| Matauro, LLCWealth manager | 1.1% | $8.2M | 77,897 | +3.4% shares | Q2 2026 |
| Quaker Wealth Management, LLCWealth manager | 2.2% | $7.6M | 71,699 | +4.9% shares | Q3 2026 |
| Old Port AdvisorsWealth manager | 1.2% | $5.9M | 56,178 | +1.1% shares | Q3 2026 |
| Brasada Capital Management, LPWealth manager | 0.8% | $4.4M | 42,009 | -51.2% shares | Q2 2026 |
| Sunrise Financial Services, LLCWealth manager | 2.2% | $4.0M | 37,539 | — | Q3 2026 |
| EdgeRock Capital LLCWealth manager | 0.9% | $3.8M | 35,950 | +9.0% shares | Q2 2026 |
| Vertex Planning Partners, LLCWealth manager | 0.5% | $3.3M | 74,960 | +100.1% shares | Q2 2026 |
| Barton Investment ManagementWealth manager | 0.2% | $2.0M | 18,959 | -2.7% shares | Q3 2026 |
| Bulwark Capital CorpWealth manager | 1.0% | $2.0M | 18,524 | -13.3% shares | Q3 2026 |
| Wrapmanager IncWealth manager | 0.5% | $1.6M | 15,171 | — | Q2 2026 |
| Core Wealth Partners LLCWealth manager | 0.6% | $1.5M | 14,156 | -6.7% shares | Q2 2026 |
| Rwwm, Inc.Wealth manager | 0.1% | $1.2M | 11,684 | -2.0% shares | Q2 2026 |
| Councilor Wealth, LLCWealth manager | 0.5% | $1.2M | 11,226 | -0.7% shares | Q3 2026 |
| Sankala Group LLCWealth manager | 0.5% | $804K | 7,597 | — | Q2 2026 |
| Transce3nd, LLCWealth manager | 0.7% | $713K | 6,765 | — | Q3 2026 |
| Valley Financial Group, Inc.Wealth manager | 0.3% | $629K | 5,957 | -13.3% shares | Q2 2026 |
| Spartan Planning & Wealth ManagementWealth manager | 0.3% | $442K | 4,187 | -88.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 16). Screen CLTL in the grand portfolio →
CLTL stock trades by members of Congress
No member of Congress has disclosed a trade in CLTL.
CLTL questions and answers
Are insiders buying CLTL stock?
No open-market insider purchases or sales of CLTL were filed in the last 90 days.
Which hedge funds own CLTL?
29 13F filers hold CLTL among their 50 largest positions, worth $428.9M combined. The biggest bets by portfolio weight are CPR Investments Inc. (29.6%), Clear Retirement Advice LLC (8.9%) and Castle Wealth Management LLC (7.1%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded CLTL?
No member of Congress has disclosed a trade in CLTL.
Who is the largest holder of CLTL?
Among 13F filers, F/m Investments LLC reports the largest CLTL position, $109.2M (1,034,448 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is CPR Investments Inc.'s: 29.6% of its portfolio.
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