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Disclosery

PKW INVESCO EXCHANGE TRADED FD T

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BUYBACK ACHIEV (fund)

225 managers (226 13F filers) reported a position in PKW shares at 2024-12-31, 4,386,820 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
225
13F filers
226
New
12
Added
63
Reduced
65
Sold out
15
Shares held by filers
4,386,820

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/702,068$80.8M0.01%+104,64513F-HRTimelineGroup
LPL Financial LLC379,624$43.7M0.02%+8,27613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY316,423$36.4M<0.01%-9,49813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC250,185$28.8M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN170,081$19.6M<0.01%+3,56913F-HRTimelineGroup
UBS Group AGin group UBS Group AG117,085$13.5M<0.01%-3,43113F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.114,419$13.2M9.16%+26013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,398$11.8M0.02%+25,38913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,788$10.9M<0.01%+23,13713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC83,697$9.64M0.02%-33813F-HRTimelineGroup
Curtis Advisory Group, LLC79,902$9.2M2.43%+7,80313F-HRTimeline
GeoWealth Management, LLC76,484$8.81M0.29%+73,66013F-HRTimeline
Elevation Capital Advisory, LLC76,484$8.81M3.77%+73,66013F-HRTimeline
Legacy Capital Wealth Partners, LLC80,538$8.68M2.15%-19,77713F-HRTimeline
Koshinski Asset Management, Inc.67,055$7.72M0.69%+7,12113F-HRTimeline
Resonant Capital Advisors, LLC64,084$7.38M0.54%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,803$7M0.01%+2,01513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,129$6.58M<0.01%-4,15813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,668$5.95M0.01%+3,45813F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC47,925$5.52M0.75%-42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,471$5.12M<0.01%+1913F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,209$5.09M0.02%-41213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,546$5.01M0.01%+1,44713F-HR/ATimeline
Waverly Advisors, LLC41,596$4.79M0.07%+27,60013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,186$4.74M0.05%-5,31413F-HRTimelineGroup
FMR LLCin group FMR LLC40,187$4.63M<0.01%-10013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC39,219$4.52M0.07%+2,05913F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding35,116$4.04M+12,058Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,868$3.67M<0.01%+8713F-HRTimelineGroup
One Capital Management, LLC28,623$3.3M0.11%new13F-HRTimeline
Cetera Investment Advisers27,975$3.22M0.01%+37413F-HRTimeline
Private Advisor Group, LLC27,896$3.21M0.02%-1,02013F-HRTimeline
GHP Investment Advisors, Inc.27,610$3.18M0.15%-24213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,021$2.88M0.02%+14,59413F-HRTimelineGroup
Park Edge Advisors, LLC24,856$2.86M0.83%-1,57513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,273$2.79M<0.01%-8,66713F-HRTimelineGroup
Sovran Advisors, LLC23,654$2.75M0.39%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,521$2.71M<0.01%-4,71013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC20,366$2.34M0.12%-16213F-HRTimeline
HighTower Advisors, LLC20,191$2.32M<0.01%-21513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,994$2.3M0.14%+1113F-HRTimeline
Smart Portfolios, LLC19,375$2.23M2.34%-5313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,558$2.14M<0.01%+5613F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,251$2.1M0.02%-73513F-HRTimeline
Breakwater Capital Group16,928$1.95M0.39%+78313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,570$1.91M0.13%+313F-HRTimelineGroup
Carnegie Investment Counsel15,458$1.78M0.05%+82313F-HRTimeline
SCOTIA CAPITAL INC.15,171$1.75M0.01%-61613F-HRTimeline
Pacific Sun Financial Corp14,980$1.72M0.94%013F-HRTimeline
NorthCoast Asset Management LLC14,197$1.63M0.01%-1213F-HR/ATimeline
Hershey Financial Advisers, LLC13,879$1.6M1.41%13F-HRTimeline
Banque de Luxembourg S.A.12,793$1.48M0.8%13F-HRTimeline
IFG Advisory, LLC12,668$1.46M0.08%-1,31913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department12,183$1.4M0.46%13F-HRTimelineGroup
One Wealth Map LLC11,475$1.34M0.81%-37913F-HRTimeline
Cornerstone Wealth Management, LLC11,585$1.33M0.09%+1,05313F-HRTimeline
Creative Planningin group Creative Planning10,948$1.26M<0.01%+5413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,646$1.23M<0.01%+49613F-HRTimeline
Tempus Wealth Planning, LLC10,223$1.18M0.36%-8313F-HRTimeline
WealthBridge Capital Management, LLC9,846$1.13M0.31%+2,50313F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,183$1.11M0.35%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,600$1.11M0.03%013F-HRTimeline
Destiny Wealth Partners, LLC9,523$1.1M0.18%-30913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,483$1.09M<0.01%+5,24513F-HRTimelineGroup
Argent Trust Co9,412$1.08M0.04%-29813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,411$1.08M<0.01%+1,88513F-HRTimelineGroup
Gator Capital Management, LLC9,376$1.08M0.41%013F-HRTimeline
Tradition Wealth Management, LLC9,238$1.06M0.09%+1213F-HRTimeline
NewEdge Advisors, LLC8,860$1.02M0.01%+1413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,681$999K<0.01%+3,75413F-HRTimelineGroup
Independent Family Office, LLC8,414$969K0.5%013F-HRTimeline
AllSquare Wealth Management LLC8,080$930K0.53%-513F-HRTimeline
Collaborative Wealth Managment Inc.7,474$861K0.39%-23713F-HRTimeline
S.A. Mason LLC7,351$846K0.44%-20013F-HRTimeline
&PARTNERS7,201$836K0.01%+96913F-HRTimeline
CIBC WORLD MARKET INC.7,103$818K<0.01%-55213F-HRTimeline
Northeast Financial Consultants Inc7,100$817K0.03%013F-HRTimeline
TSFG, LLC7,001$806K0.17%-3,50013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,732$775K0.02%-40013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,639$764K0.01%+40113F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,601$760K0.34%-7013F-HRTimeline
Capital Investment Advisory Services, L…6,538$753K0.07%-813F-HRTimeline
SignalPoint Asset Management, LLC6,151$708K0.17%+6213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,716$658K<0.01%+3,09913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…5,694$656K<0.01%-25513F-HRTimeline
Janney Montgomery Scott LLC5,591$644K<0.01%new13F-HRTimeline
MAI Capital Management5,570$641K<0.01%-2013F-HRTimeline
Independent Wealth Network Inc.5,391$621K0.25%-17113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,156$594K<0.01%+613F-HRTimeline
MEANS INVESTMENT CO., INC.5,148$593K0.06%+313F-HRTimeline
Merit Financial Group, LLC5,004$576K0.01%-27413F-HRTimeline
BigSur Wealth Management LLC4,900$564K0.16%013F-HRTimeline
OPTIMA CAPITAL LLC4,900$564K0.39%13F-HRTimeline
Lane & Associates LLC4,634$555K0.29%-72613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,660$537K<0.01%013F-HRTimelineGroup
JBR Co Financial Management Inc4,636$534K0.33%-62213F-HRTimeline
CWM, LLCin group CWM, LLC4,607$530K<0.01%-4113F-HRTimelineGroup
D.A. DAVIDSON & CO.4,504$519K<0.01%+7813F-HRTimeline
Campbell Deegan Wealth Management, LLC4,343$500K0.6%13F-HRTimeline
Petix & Botte Co4,296$495K0.13%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,292$494K0.01%+18913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,164$479K0.02%+113F-HRTimeline
Sensible Money, LLC4,019$463K0.2%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,991$459K<0.01%+6413F-HRTimelineGroup
Asset Dedication, LLC3,982$458K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC3,806$438K0.01%+57913F-HRTimeline
Stokes Family Office, LLC3,805$438K0.05%-23513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,772$434K0.01%+213F-HRTimelineGroup
Modern Wealth Management, LLC3,768$434K0.02%+313F-HR/ATimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,691$425K0.32%13F-HR/ATimelineGroup
Ergawealth Advisors, Inc.3,576$412K0.2%+22813F-HRTimeline
Quantinno Capital Management LP3,431$395K<0.01%+37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,407$392K<0.01%-9913F-HRTimeline
Leelyn Smith, LLC3,396$391K0.07%-13013F-HRTimeline
Pure Financial Advisors, LLC3,340$385K0.01%013F-HRTimeline
WBH ADVISORY INC3,335$384K0.04%-7513F-HRTimeline
Archer Investment Corp3,312$381K0.1%013F-HRTimeline
Financial Advocates Investment Manageme…3,290$379K0.02%-70913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$374K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,160$364K0.05%013F-HRTimeline
Avantra Family Wealth, Inc.3,115$359K0.34%13F-HRTimeline
Prospera Financial Services Inc3,102$357K0.01%-2713F-HRTimeline
Capital Market Strategies LLC2,976$343K0.2%013F-HRTimeline
Allworth Financial LP2,817$336K<0.01%+1,75613F-HRTimeline
FIRST MANHATTAN CO. LLC.2,900$334K<0.01%013F-HRTimeline
American Institute for Advanced Investm…2,900$334K0.25%013F-HRTimeline
Tyler-Stone Wealth Management2,708$312K0.06%+313F-HRTimeline
Measured Wealth Private Client Group, L…2,691$310K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,675$308K0.01%new13F-HRTimeline
Miller Investment Management, LP2,675$308K0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,653$305K0.01%-313F-HRTimeline
Financial Engines Advisors L.L.C.2,642$304K<0.01%new13F-HRTimeline
Triton Wealth Management, PLLC2,528$303K0.16%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,554$294K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC2,506$289K0.02%-66313F-HRTimeline
Arkadios Wealth Advisors2,501$288K0.02%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,500$288K0.01%013F-HRTimeline
Hudock, Inc.2,477$285K0.05%+313F-HRTimeline
Tidemark, LLC2,380$274K0.1%+113F-HRTimeline
Runnymede Capital Advisors, Inc.2,340$269K0.24%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,300$266K<0.01%013F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC2,295$264K0.21%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,277$262K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,255$260K0.01%-3,17313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,253$259K<0.01%-53313F-HRTimelineGroup
National Wealth Management Group, LLC2,221$256K0.17%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,140$246K<0.01%013F-HRTimelineGroup
PFG Advisors2,125$245K0.01%013F-HRTimeline
Financial Security Advisor, Inc.2,112$243K0.06%+413F-HRTimeline
Aspect Partners, LLC2,086$240K0.14%+413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,000$230K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.1,980$228K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC1,980$228K0.12%13F-HRTimeline
360 Financial, Inc.1,976$228K0.08%-40713F-HRTimeline
Valmark Advisers, Inc.1,887$217K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,883$217K0.01%-1,00013F-HRTimelineGroup
NOVEM GROUP1,847$213K0.03%13F-HRTimeline
Clark Capital Management Group, Inc.1,842$212K<0.01%013F-HRTimeline
Sentry LLC1,825$210K0.04%013F-HRTimeline
Dynamic Advisor Solutions LLC1,769$204K0.01%+113F-HRTimeline
Key Client Fiduciary Advisors, LLC1,766$203K0.09%-6613F-HRTimeline
WEDBUSH SECURITIES INC1,751$202K0.01%013F-HRTimeline
TRUST CO OF VERMONT1,751$202K0.01%013F-HRTimeline
Sandy Spring Bank1,534$177K0.01%013F-HRTimeline
Parallel Advisors, LLC1,421$164K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,400$161K0.02%+47413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,344$155K<0.01%-1,43913F-HRTimelineGroup
COMERICA BANK1,335$154K<0.01%+59913F-HR/ATimeline
PRIVATE TRUST CO NA1,101$127K0.01%013F-HRTimeline
True Wealth Design, LLC1,084$125K0.05%013F-HRTimeline
Dunhill Financial, LLC1,005$116K0.05%013F-HRTimeline
Geneos Wealth Management Inc.1,000$115K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC971$112K0.01%-19813F-HRTimeline
BLAIR WILLIAM & CO/IL877$101K<0.01%+21713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV858$98.8K0.01%-10713F-HRTimeline
Sound Income Strategies, LLC813$93.6K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC800$92.1K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.785$90.4K0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC800$90.1K0.04%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$86.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC725$83.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.706$81.3K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC652$75K0.03%new13F-HRTimeline
Global Retirement Partners, LLC567$65.3K<0.01%-8013F-HRTimeline
WHITTIER TRUST CO562$64.7K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC539$62.1K<0.01%-20213F-HRTimeline
Luminist Capital LLC521$60K0.1%13F-HRTimeline
Mendota Financial Group, LLC512$58.9K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.500$57.6K<0.01%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC489$56K0.05%-913F-HRTimeline
Noble Wealth Management PBC465$53.5K0.04%13F-HRTimeline
Millstone Evans Group, LLC420$48.4K0.03%13F-HRTimeline
Crews Bank & Trust400$46.1K0.01%13F-HRTimeline
Venturi Wealth Management, LLC375$43.2K<0.01%new13F-HRTimeline
Main Street Group, LTD361$41.6K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.350$40.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC339$39K0.01%+113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC336$38.7K<0.01%013F-HR/ATimelineGroup
Grove Bank & Trust300$34.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC300$34.5K<0.01%013F-HRTimeline