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Disclosery

PKB INVESCO EXCHANGE TRADED FD T

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BLDG CONSTR ETF (fund)

76 managers (76 13F filers) reported a position in PKB shares at 2025-03-31, 1,286,911 shares in all. 11 filers opened a position and 26 filers sold out during the quarter.

Managers
76
13F filers
76
New
11
Added
22
Reduced
25
Sold out
26
Shares held by filers
1,286,911

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/218,639$14.7M<0.01%-834,10313F-HRTimelineGroup
LPL Financial LLC207,201$14M0.01%-29,63613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY112,289$7.56M<0.01%-235,90413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,547$4.21M<0.01%-31,98913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…58,243$3.92M<0.01%-3,17113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,207$3.18M<0.01%+44,32713F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.44,254$2.98M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,847$2.88M<0.01%-1813F-HRTimelineGroup
MAI Capital Management29,908$2.01M0.02%+44713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,877$2.01M<0.01%-4,42813F-HRTimelineGroup
Great Diamond Partners, LLC27,173$1.83M0.5%+69513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,063$1.75M<0.01%-154,23313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,442$1.71M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,663$1.46M<0.01%-106,68913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,819$1.4M0.01%+2,43413F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,569$1.32M<0.01%-28,53713F-HRTimelineGroup
Outlook Wealth Advisors, LLC17,914$1.21M0.34%+3,78813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,830$1.2M<0.01%+13,19213F-HRTimelineGroup
DAVENPORT & Co LLC16,744$1.13M0.01%+7713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,000$1.01M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,712$923K<0.01%-2,96413F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,847$865K<0.01%-6,72413F-HRTimeline
EP Wealth Advisors, LLC11,876$800K0.01%-21013F-HRTimeline
HRT FINANCIAL LP11,217$755K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,200$754K0.03%+4,75413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,923$734K0.07%new13F-HR/ATimeline
IBEX WEALTH ADVISORS10,806$728K0.1%-67813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,554$710K<0.01%+1,68913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,513$708K<0.01%+3813F-HRTimeline
Cetera Investment Advisers7,522$506K<0.01%+3,02113F-HRTimeline
HighTower Advisors, LLC6,930$467K<0.01%-449,75213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,614$445K<0.01%-13,12913F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,936$400K0.02%new13F-HRTimeline
NewEdge Advisors, LLC5,723$385K<0.01%+18513F-HRTimeline
Beacon Pointe Advisors, LLC5,719$385K<0.01%+2,49313F-HRTimeline
&PARTNERS5,417$364K<0.01%+33313F-HRTimeline
TWO SIGMA SECURITIES, LLC5,401$364K0.06%new13F-HRTimeline
Accel Wealth Management5,308$357K0.13%+49013F-HRTimeline
Carr Financial Group Corp5,265$354K0.12%-36813F-HRTimeline
Mariner, LLCin group Mariner, LLC5,036$339K<0.01%-2,19513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,978$335K<0.01%+1,38013F-HRTimeline
FMR LLCin group FMR LLC4,940$333K<0.01%-30313F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,775$321K0.07%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,688$316K0.01%-1,95913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,414$297K<0.01%+1,21513F-HR/ATimelineGroup
WMG Financial Advisors, LLC3,876$261K0.11%+36613F-HRTimeline
KKM Financial LLC3,843$259K0.11%-2,21813F-HRTimeline
CHOREO, LLC3,692$249K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,630$244K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC3,466$233K<0.01%-5,60113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,368$227K<0.01%-39,81313F-HRTimelineGroup
PFG Investments, LLC3,330$224K0.01%+13213F-HRTimeline
Focus Financial Network, Inc.3,047$205K0.01%-53813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management914$61.6K<0.01%+9913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources743$50K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA586$39.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC387$26.1K<0.01%+1913F-HRTimeline
ZynergyRetirementPlanningLLC339$25.7K0.02%013F-HRTimeline
one8zero8, LLC335$22.6K0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.307$20.6K0.02%013F-HRTimeline
SVB WEALTH LLC250$16.8K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC250$16.8K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$13.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.155$10.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC127$8.55K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC125$8.42K<0.01%013F-HRTimeline
HOWE & RUSLING INC90$6.06K<0.01%new13F-HRTimeline
Transce3nd, LLC79$5.32K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56$4.24K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\51$3.43K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC45$3.03K<0.01%013F-HRTimeline
CoreCap Advisors, LLC45$3.03K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC14$1K<0.01%013F-HRTimelineGroup
Capital Investment Counsel, Inc14$943<0.01%013F-HRTimeline
Peterson Wealth Services4$269<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.