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Disclosery

PKB INVESCO EXCHANGE TRADED FD T

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BLDG CONSTR ETF (fund)

93 managers (93 13F filers) reported a position in PKB shares at 2024-12-31, 3,206,765 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
93
13F filers
93
New
15
Added
28
Reduced
24
Sold out
6
Shares held by filers
3,206,765

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,052,742$79.7M0.01%+212,10513F-HRTimelineGroup
HighTower Advisors, LLC456,682$34.6M0.05%-67013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY348,193$26.4M<0.01%-99,21813F-HR/ATimelineGroup
LPL Financial LLC236,837$17.9M0.01%+41,79613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,296$13.7M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,352$9.72M<0.01%+2,25513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,536$7.16M<0.01%-6,23313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,414$4.65M<0.01%+24,16513F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,106$3.64M<0.01%+14,08813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,181$3.27M<0.01%-98513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,865$3.25M0.01%-84113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,792$3.09M0.07%+4,31313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,305$2.93M<0.01%+4,47113F-HRTimelineGroup
MAI Capital Management29,461$2.23M0.02%-2713F-HRTimeline
Great Diamond Partners, LLC26,478$2M0.52%-2713F-HRTimeline
Nilsine Partners, LLC23,007$1.74M0.19%-41313F-HRTimeline
Janney Montgomery Scott LLC21,986$1.67M<0.01%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV21,590$1.63M1.11%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,743$1.49M<0.01%+11,88813F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,571$1.48M<0.01%+4,26613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,385$1.39M0.01%+11,02213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,676$1.26M<0.01%+5,13413F-HR/ATimelineGroup
DAVENPORT & Co LLC16,667$1.26M0.01%+31613F-HRTimeline
Outlook Wealth Advisors, LLC14,126$1.07M0.31%-74213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,970$1.06M<0.01%-1,86913F-HRTimelineGroup
EP Wealth Advisors, LLC12,086$915K0.01%013F-HRTimeline
IBEX WEALTH ADVISORS11,484$869K0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,475$793K<0.01%+61413F-HRTimeline
Private Advisor Group, LLC9,067$687K<0.01%-4113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,865$671K<0.01%+3,37513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,231$547K<0.01%+1,74013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,647$503K0.01%-58113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.6,565$497K0.02%-1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,446$488K0.02%+13613F-HRTimeline
KKM Financial LLC6,061$459K0.19%013F-HRTimeline
Carr Financial Group Corp5,633$426K0.13%-43213F-HRTimeline
NewEdge Advisors, LLC5,538$419K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC5,243$397K<0.01%+2713F-HRTimelineGroup
&PARTNERS5,084$391K<0.01%new13F-HRTimeline
Western Financial Corp/CA5,046$382K0.21%-6313F-HRTimeline
MinichMacGregor Wealth Management, LLC4,887$370K0.08%+2313F-HRTimeline
Accel Wealth Management4,818$365K0.14%+5513F-HRTimeline
SOA Wealth Advisors, LLC.4,774$362K0.07%-35813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,638$351K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,501$341K<0.01%+16613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,422$335K0.03%new13F-HRTimeline
Prospera Financial Services Inc4,243$322K0.01%-11,39213F-HRTimeline
Summit Financial, LLC4,162$315K0.01%new13F-HRTimeline
CHOREO, LLC3,692$280K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,630$275K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,598$272K<0.01%+92713F-HRTimeline
Focus Financial Network, Inc.3,585$271K0.01%+8013F-HRTimeline
WMG Financial Advisors, LLC3,510$266K0.11%+21713F-HRTimeline
Independent Advisor Alliance3,390$257K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC3,226$244K<0.01%-2,49313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,199$242K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC3,198$242K0.02%+26513F-HRTimeline
Private Advisory Group LLC3,155$239K0.03%-12213F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,880$218K<0.01%013F-HRTimelineGroup
Northwest Financial Advisors2,854$216K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…1,700$129K<0.01%013F-HRTimeline
Global Retirement Partners, LLC849$64.3K<0.01%+2113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/822$62.2K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management815$61.7K<0.01%+65413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources743$56.3K<0.01%+113F-HRTimelineGroup
PRIVATE TRUST CO NA586$44.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC368$27.9K<0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC339$27K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.307$23.2K0.02%13F-HRTimeline
Venturi Wealth Management, LLC300$22.7K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC300$22.7K0.01%-92513F-HRTimeline
MGB Wealth Management, LLC250$18.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$15.1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC185$14K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.155$11.7K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB140$10.6K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC127$9.62K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.126$9.57K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC125$9.46K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC109$8.28K<0.01%-15213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…100$8.28K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56$4.24K<0.01%+1713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\51$3.86K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC45$3.41K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC45$3.41K<0.01%-2813F-HRTimeline
Qube Research & Technologies Ltd39$2.95K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25$1.89K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc14$1.06K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…19$1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC14$1K<0.01%-14213F-HRTimelineGroup
COMERICA BANK13$984<0.01%-2,40413F-HR/ATimeline
Peterson Wealth Services4$303<0.01%013F-HRTimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.