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Disclosery

PKB INVESCO EXCHANGE TRADED FD T

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BLDG CONSTR ETF (fund)

81 managers (81 13F filers) reported a position in PKB shares at 2025-06-30, 910,082 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
81
13F filers
81
New
13
Added
12
Reduced
34
Sold out
9
Shares held by filers
910,082

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC161,506$13M<0.01%-45,69513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY98,035$7.88M<0.01%-14,25413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,020$4.26M<0.01%-165,61913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,542$4.22M<0.01%-5,70113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.50,795$4.08M0.02%+6,54113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,734$3.43M0.01%-11313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,920$3.29M<0.01%-21,62713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,983$2.49M<0.01%+9,32013F-HR/ATimelineGroup
MAI Capital Management29,346$2.36M0.02%-56213F-HRTimeline
Great Diamond Partners, LLC26,738$2.15M0.45%-43513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,188$2.1M<0.01%-3,68913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,932$1.6M<0.01%-6,13113F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,400$1.56M<0.01%-16913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,853$1.51M0.01%-1,96613F-HRTimelineGroup
DAVENPORT & Co LLC17,265$1.39M0.01%+52113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,689$1.02M<0.01%-1,02313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,924$962K<0.01%+1,37013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,200$900K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,012$885K0.07%+8913F-HRTimeline
Cambridge Investment Research Advisors,…10,213$821K<0.01%-2,63413F-HRTimeline
IBEX WEALTH ADVISORS9,077$729K0.08%-1,72913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,041$726K<0.01%+2,42713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,726$701K<0.01%-1,78713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,229$661K<0.01%-38,97813F-HRTimelineGroup
Cetera Investment Advisers7,117$572K<0.01%-40513F-HRTimeline
EP Wealth Advisors, LLC6,855$551K<0.01%-5,02113F-HRTimeline
Accel Wealth Management6,248$502K0.17%+94013F-HRTimeline
MML INVESTORS SERVICES, LLC5,818$468K<0.01%+84013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,800$466K<0.01%-9,20013F-HRTimelineGroup
HighTower Advisors, LLC5,749$462K<0.01%-1,18113F-HRTimeline
NewEdge Advisors, LLC5,504$442K<0.01%-21913F-HRTimeline
Mariner, LLCin group Mariner, LLC5,301$426K<0.01%+26513F-HRTimelineGroup
&PARTNERS4,961$399K<0.01%-45613F-HRTimeline
FMR LLCin group FMR LLC4,796$385K<0.01%-14413F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,779$384K0.07%+413F-HRTimeline
KKM Financial LLC3,843$309K0.11%013F-HRTimeline
CHOREO, LLC3,692$297K<0.01%013F-HRTimeline
WMG Financial Advisors, LLC3,684$296K0.11%-19213F-HRTimeline
Carr Financial Group Corp3,649$293K0.09%-1,61613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,630$292K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC3,435$276K<0.01%-3113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,392$273K0.01%-1,29613F-HRTimelineGroup
PFG Investments, LLC3,282$264K0.02%-4813F-HRTimeline
Beacon Pointe Advisors, LLC3,226$259K<0.01%-2,49313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,199$257K<0.01%-16913F-HRTimelineGroup
Focus Financial Network, Inc.3,162$254K0.01%+11513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,074$247K<0.01%-22,36813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,969$239K<0.01%-14,86113F-HRTimelineGroup
Summit Financial, LLC2,935$236K0.01%new13F-HRTimeline
Northwest Financial Advisors2,854$229K0.32%new13F-HRTimeline
Sigma Planning Corp2,646$213K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,629$211K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC2,611$210K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,500$121K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC920$74K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management855$68.7K<0.01%-5913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources810$65.1K<0.01%+6713F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors793$63.7K0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC660$53K<0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA586$47.1K<0.01%013F-HRTimeline
COMERICA BANK530$42.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC387$31.1K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC318$25.9K<0.01%new13F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.307$24.6K0.02%013F-HRTimeline
MGB Wealth Management, LLC250$20.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…200$16.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.155$12.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC127$10.2K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC125$10K<0.01%013F-HRTimeline
HOWE & RUSLING INC90$7.23K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56$4.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\51$4.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC45$3.62K<0.01%013F-HRTimeline
CoreCap Advisors, LLC45$3.62K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25$2.01K<0.01%new13F-HRTimeline
Capital Investment Counsel, Inc14$1.12K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC14$1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$321<0.01%new13F-HRTimelineGroup
Peterson Wealth Services4$321<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3$242<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.