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Disclosery

IPKW INVESCO EXCH TRADED FD TR II

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INTL BUYBACK (fund)

63 managers (64 13F filers) reported a position in IPKW shares at 2025-03-31, 3,278,521 shares in all. 25 filers opened a position and 8 filers sold out during the quarter.

Managers
63
13F filers
64
New
25
Added
26
Reduced
5
Sold out
8
Shares held by filers
3,278,521

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC436,623$19.9M0.01%+429,23613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding417,606$19.1M+408,731Timeline
LPL Financial LLC288,679$13.2M0.01%+151,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,465$9.88M<0.01%+54,37913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY189,689$8.66M<0.01%+90,06613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/171,985$7.85M<0.01%+80,65013F-HRTimelineGroup
Arkadios Wealth Advisors130,622$5.96M0.23%new13F-HRTimeline
Cetera Investment Advisers116,055$5.3M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,753$5.24M0.01%+68,63513F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management113,912$5.2M0.07%+4,54713F-HRTimelineGroup
Perissos Private Wealth Management, LLC93,626$4.27M3.9%new13F-HRTimeline
Clark Capital Management Group, Inc.77,660$3.55M0.03%new13F-HRTimeline
Kellett Wealth Advisors, LLC77,084$3.52M2.44%+2,53013F-HRTimeline
Financial Enhancement Group LLC75,036$3.29M0.51%+5,38113F-HRTimeline
MML INVESTORS SERVICES, LLC62,256$2.84M0.01%+55,85213F-HRTimeline
FLOW TRADERS U.S. LLC61,216$2.79M0.12%+31,23413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC52,322$2.39M0.04%new13F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT46,434$2.12M0.83%+96713F-HRTimeline
Breakwater Capital Group45,477$2.08M0.37%+39,50113F-HRTimeline
Plan Group Financial, LLC42,102$1.92M0.69%new13F-HRTimeline
UBS Group AGin group UBS Group AG41,476$1.89M<0.01%+23,84513F-HRTimelineGroup
Norris Financial Group, LLC41,205$1.88M0.88%new13F-HRTimeline
Private Advisor Group, LLC35,191$1.61M0.01%+3,98513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.29,614$1.35M0.07%-5,96613F-HRTimelineGroup
Nikulski Financial, Inc.28,306$1.29M0.39%new13F-HRTimeline
WESPAC Advisors, LLC27,176$1.24M1.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,389$1.02M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC19,773$903K<0.01%new13F-HRTimeline
Principle Wealth Partners LLC18,842$860K0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…18,542$847K<0.01%+1,88913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,432$705K0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC15,427$704K0.04%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC12,779$583K0.32%new13F-HRTimeline
Dana Investment Advisors, Inc.10,541$481K0.02%+1,38813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,880$451K0.01%+8,91013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,554$438K<0.01%+6,40113F-HR/ATimelineGroup
Verdence Capital Advisors LLC8,957$409K0.03%+8513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,948$363K<0.01%+79313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,704$352K0.03%-60013F-HRTimelineGroup
CIBC WORLD MARKET INC.6,231$285K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,941$271K<0.01%+32413F-HRTimeline
QTR Family Wealth, LLC5,897$269K0.2%13F-HRTimeline
ProVise Management Group, LLC5,610$256K0.02%-10913F-HRTimeline
Aspire Capital Advisors LLC5,474$250K0.07%new13F-HRTimeline
One Capital Management, LLC5,271$241K0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA5,184$237K0.04%-1,74313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,954$226K<0.01%new13F-HRTimelineGroup
USAdvisors Wealth Management, LLC4,725$215K0.07%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,461$204K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,059$185K<0.01%+3,75513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,257$149K<0.01%+16013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,765$126K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,041$93.2K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…955$43.6K<0.01%013F-HRTimeline
COMERICA BANK629$28.7K<0.01%013F-HRTimeline
AE Wealth Management LLC351$16K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC163$7K<0.01%+213F-HRTimelineGroup
Geneos Wealth Management Inc.140$6.39K<0.01%-50013F-HRTimeline
PRIVATE TRUST CO NA65$2.97K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC8$317<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$57<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$46<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.