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Disclosery

PKW INVESCO EXCHANGE TRADED FD T

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BUYBACK ACHIEV (fund)

214 managers (214 13F filers) reported a position in PKW shares at 2025-03-31, 4,238,919 shares in all. 13 filers opened a position and 21 filers sold out during the quarter.

Managers
214
13F filers
214
New
13
Added
68
Reduced
53
Sold out
21
Shares held by filers
4,238,919

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/764,773$86.2M0.01%+62,70513F-HRTimelineGroup
LPL Financial LLC392,318$44.2M0.02%+12,69413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY316,970$35.7M<0.01%+54713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268,522$30.3M0.01%+18,33713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN182,112$20.5M<0.01%+12,03113F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.114,774$12.9M9.61%+35513F-HRTimeline
UBS Group AGin group UBS Group AG108,048$12.2M<0.01%-9,03713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC82,642$9.31M0.02%-1,05513F-HRTimelineGroup
Curtis Advisory Group, LLC77,756$8.76M2.57%-2,14613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,324$8.15M0.01%-30,07413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,739$7.52M<0.01%-28,04913F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC69,638$7.26M1.79%-10,90013F-HRTimeline
Resonant Capital Advisors, LLC63,960$7.21M0.5%-12413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,505$6.59M0.01%-2,29813F-HRTimeline
Koshinski Asset Management, Inc.58,168$6.55M0.56%-8,88713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,166$5.88M<0.01%-4,96313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC48,665$5.48M0.75%+74013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,240$5.21M0.05%+5,05413F-HRTimelineGroup
Waverly Advisors, LLC45,769$5.16M0.06%+4,17313F-HRTimeline
Prime Capital Investment Advisors, LLC45,318$5.11M0.06%+6,09913F-HRTimeline
Cambridge Investment Research Advisors,…43,888$4.95M0.02%-32113F-HRTimeline
FMR LLCin group FMR LLC42,653$4.81M<0.01%+2,46613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,041$4.74M<0.01%-2,43013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,349$4.43M0.01%-4,19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,872$4.16M0.01%-14,79613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,898$3.59M<0.01%+3013F-HRTimelineGroup
Private Advisor Group, LLC29,653$3.34M0.02%+1,75713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,309$3.19M<0.01%+4,78813F-HRTimelineGroup
Cetera Investment Advisers28,166$3.17M0.01%+19113F-HRTimeline
GHP Investment Advisors, Inc.27,009$3.04M0.15%-60113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,273$2.73M<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC24,164$2.72M0.02%+15,30413F-HRTimeline
Sovran Advisors, LLC23,958$2.52M0.33%+30413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,445$2.3M0.14%+45113F-HRTimeline
HighTower Advisors, LLC20,207$2.28M<0.01%+1613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,966$2.25M0.12%-40013F-HRTimeline
Smart Portfolios, LLC19,125$2.15M2.34%-25013F-HRTimeline
J.W. COLE ADVISORS, INC.18,761$2.11M0.07%+14,59713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,510$2.09M<0.01%-4813F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,126$2.04M0.02%-12513F-HRTimeline
Breakwater Capital Group17,844$2.01M0.36%+91613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC17,558$1.98M0.02%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,574$1.87M0.13%+413F-HRTimelineGroup
Pacific Sun Financial Corp15,295$1.72M0.98%+31513F-HRTimeline
SCOTIA CAPITAL INC.15,174$1.71M0.01%+313F-HRTimeline
NorthCoast Asset Management LLC14,316$1.61M0.01%+11913F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,829$1.56M0.01%-11,19213F-HRTimelineGroup
Carnegie Investment Counsel15,122$1.51M0.04%-33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,020$1.47M<0.01%+3,60913F-HRTimelineGroup
NorthCrest Asset Manangement, LLC12,976$1.46M0.04%new13F-HRTimeline
Banque de Luxembourg S.A.12,793$1.44M0.82%013F-HRTimeline
IFG Advisory, LLC12,671$1.43M0.08%+313F-HRTimeline
Tempus Wealth Planning, LLC12,524$1.41M0.42%+2,30113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,022$1.35M<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,772$1.33M<0.01%+2,28913F-HRTimelineGroup
Cornerstone Wealth Management, LLC11,747$1.32M0.09%+16213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,799$1.32M<0.01%+3,11813F-HR/ATimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department11,290$1.27M0.42%-89313F-HRTimelineGroup
Creative Planningin group Creative Planning10,903$1.23M<0.01%-4513F-HRTimelineGroup
One Wealth Map LLC11,403$1.17M0.78%-7213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,278$1.16M<0.01%+4,56213F-HRTimelineGroup
UPTICK PARTNERS, LLC10,258$1.16M0.39%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,600$1.08M0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,584$1.08M<0.01%-1,06213F-HRTimeline
Belpointe Asset Management LLC9,471$1.07M0.06%new13F-HRTimeline
Argent Trust Co9,412$1.06M0.04%013F-HRTimeline
Destiny Wealth Partners, LLC9,315$1.05M0.17%-20813F-HRTimeline
Tradition Wealth Management, LLC9,255$1.04M0.09%+1713F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,187$964K0.37%+413F-HRTimeline
Independent Family Office, LLC8,414$948K0.5%013F-HRTimeline
Gator Capital Management, LLC8,156$919K0.35%-1,22013F-HRTimeline
AllSquare Wealth Management LLC8,080$910K0.54%013F-HRTimeline
WealthBridge Capital Management, LLC7,504$845K0.24%-2,34213F-HRTimeline
Collaborative Wealth Managment Inc.7,474$842K0.39%013F-HRTimeline
Northeast Financial Consultants Inc7,100$800K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.7,062$796K<0.01%-4113F-HRTimeline
TSFG, LLC7,001$789K0.16%013F-HRTimeline
S.A. Mason LLC6,841$771K0.41%-51013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,732$758K0.02%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,641$748K0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC6,540$740K0.02%+6,00113F-HRTimeline
CALTON & ASSOCIATES, INC.6,561$739K0.17%-4013F-HR/ATimeline
Caliber Wealth Management, LLC / KS6,442$726K0.1%13F-HRTimeline
Park Edge Advisors, LLC6,058$683K0.19%-18,79813F-HRTimeline
Elevation Capital Advisory, LLC5,793$653K0.28%-70,69113F-HRTimeline
&PARTNERS5,772$646K0.01%-1,42913F-HRTimeline
Capital Investment Advisory Services, L…5,723$645K0.06%-81513F-HRTimeline
MAI Capital Management5,655$637K<0.01%+8513F-HRTimeline
Federation des caisses Desjardins du Qu…5,550$625K<0.01%-14413F-HRTimeline
Independent Wealth Network Inc.5,296$597K0.24%-9513F-HRTimeline
Merit Financial Group, LLC5,294$596K0.01%+29013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,164$582K<0.01%+813F-HRTimeline
Janney Montgomery Scott LLC5,008$564K<0.01%-58313F-HRTimeline
OPTIMA CAPITAL LLC4,911$553K0.35%+1113F-HRTimeline
BigSur Wealth Management LLC4,900$552K0.15%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,630$521K<0.01%-3013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,607$519K<0.01%013F-HRTimelineGroup
JBR Co Financial Management Inc4,604$519K0.3%-3213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,510$508K0.02%+3,16613F-HRTimelineGroup
Lane & Associates LLC4,500$507K0.27%-13413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,292$494K0.01%013F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC4,354$491K0.56%+1113F-HRTimeline
PFG Advisors4,250$479K0.03%+2,12513F-HRTimeline
Integrated Wealth Concepts LLC4,148$467K0.01%+34213F-HRTimeline
Sensible Money, LLC4,019$453K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,992$450K<0.01%+113F-HRTimelineGroup
Asset Dedication, LLC3,982$449K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,813$430K0.01%+4113F-HRTimelineGroup
Stokes Family Office, LLC3,805$429K0.05%013F-HRTimeline
Modern Wealth Management, LLC3,771$425K0.01%+313F-HR/ATimeline
Chicago Partners Investment Group LLC3,700$418K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,702$417K<0.01%new13F-HR/ATimelineGroup
Ergawealth Advisors, Inc.3,592$405K0.2%+1613F-HRTimeline
Quantinno Capital Management LP3,416$385K<0.01%-1513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,407$384K<0.01%013F-HRTimeline
Archer Investment Corp3,312$373K0.1%013F-HRTimeline
Financial Advocates Investment Manageme…3,290$371K0.03%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$366K<0.01%013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,231$364K0.04%-1,91713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,191$360K0.29%-50013F-HRTimelineGroup
WBH ADVISORY INC3,189$359K0.03%-14613F-HRTimeline
Capital Advisors, Ltd. LLC3,160$356K0.05%013F-HRTimeline
Prospera Financial Services Inc3,158$356K0.01%+5613F-HRTimeline
Ethos Financial Group, LLC3,149$355K0.03%new13F-HRTimeline
Avantra Family Wealth, Inc.3,118$351K0.34%+313F-HRTimeline
Dale Q Rice Investment Management Ltd3,028$341K0.18%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,987$337K<0.01%new13F-HRTimelineGroup
Capital Market Strategies LLC2,976$335K0.22%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,936$331K0.03%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,908$328K<0.01%+26613F-HRTimeline
American Institute for Advanced Investm…2,900$327K0.25%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,900$327K<0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,897$326K<0.01%+62013F-HRTimelineGroup
Regal Investment Advisors LLC2,874$324K0.03%+36813F-HRTimeline
Pure Financial Advisors, LLC2,740$309K0.01%-60013F-HRTimeline
Tyler-Stone Wealth Management2,711$305K0.05%+313F-HRTimeline
Measured Wealth Private Client Group, L…2,691$303K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,681$302K0.01%+613F-HRTimeline
Miller Investment Management, LP2,675$301K0.03%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,554$288K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,500$282K0.01%013F-HRTimeline
Tidemark, LLC2,381$268K0.1%+113F-HRTimeline
Allworth Financial LP2,440$265K<0.01%-37713F-HRTimeline
Runnymede Capital Advisors, Inc.2,340$264K0.25%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,656$262K<0.01%+35613F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC2,295$259K0.22%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,253$254K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,171$244K0.02%+2,16913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,140$241K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC2,091$236K0.13%+513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,000$225K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.1,984$224K0.04%+413F-HRTimeline
ABOUND FINANCIAL, LLC1,980$223K0.11%013F-HRTimeline
Key Client Fiduciary Advisors, LLC1,915$216K0.1%+14913F-HRTimeline
MONTAG A & ASSOCIATES INC1,898$214K0.01%-35713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,883$212K0.01%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,864$210K0.01%-78913F-HRTimeline
NOVEM GROUP1,852$209K0.03%+513F-HRTimeline
Clark Capital Management Group, Inc.1,842$208K<0.01%013F-HRTimeline
Sentry LLC1,825$206K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,751$197K0.01%013F-HRTimeline
Sandy Spring Bank1,534$173K0.01%013F-HRTimeline
Parallel Advisors, LLC1,422$160K<0.01%+113F-HRTimeline
COMERICA BANK1,324$149K<0.01%-1113F-HRTimeline
PRIVATE TRUST CO NA1,101$124K0.01%013F-HRTimeline
True Wealth Design, LLC1,084$122K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,011$114K<0.01%+30513F-HRTimeline
Dunhill Financial, LLC1,005$113K0.05%013F-HRTimeline
Geneos Wealth Management Inc.1,000$113K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL877$98.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC813$91.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC800$90.1K0.04%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.785$88.4K0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV757$85.2K0.01%-10113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$84.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC683$77K<0.01%-4213F-HRTimeline
WHITTIER TRUST CO563$63.4K<0.01%+113F-HRTimeline
Luminist Capital LLC521$59K0.06%013F-HRTimeline
Mendota Financial Group, LLC512$57.7K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.500$56.3K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC484$54.5K0.01%-48713F-HRTimeline
Noble Wealth Management PBC465$52.4K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC430$48.4K0.01%+9113F-HRTimeline
Millstone Evans Group, LLC420$47.3K0.03%013F-HRTimeline
Crews Bank & Trust400$45.1K0.01%013F-HRTimeline
Main Street Group, LTD361$40.7K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.350$39.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC336$37.9K<0.01%013F-HR/ATimelineGroup
Grove Bank & Trust300$33.8K<0.01%013F-HRTimeline
Larson Financial Group LLC300$33.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…291$32.8K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…288$32.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC283$31.9K<0.01%+20513F-HRTimelineGroup
Addison Advisors LLC264$29.7K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.247$28K0.01%+8513F-HRTimeline
IFP Advisors, Inc190$21.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd146$16.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.130$14.6K0.01%013F-HRTimeline
HM PAYSON & CO125$14.1K<0.01%013F-HRTimeline
Costello Asset Management, INC122$13.7K0.01%new13F-HRTimeline