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Disclosery

PKW INVESCO EXCHANGE TRADED FD T

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BUYBACK ACHIEV (fund)

231 managers (231 13F filers) reported a position in PKW shares at 2025-06-30, 4,559,491 shares in all. 25 filers opened a position and 8 filers sold out during the quarter.

Managers
231
13F filers
231
New
25
Added
78
Reduced
47
Sold out
8
Shares held by filers
4,559,491

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/780,882$96.5M0.01%+16,10913F-HRTimelineGroup
LPL Financial LLC388,926$48.1M0.02%-3,39213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314,076$38.8M0.01%+131,96413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY313,723$38.8M<0.01%-3,24713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,029$27.2M0.01%-48,49313F-HRTimelineGroup
UBS Group AGin group UBS Group AG123,355$15.2M<0.01%+15,30713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC83,316$10.3M0.01%+67413F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.81,647$10.2M6.69%-33,12713F-HRTimeline
Curtis Advisory Group, LLC78,201$9.67M2.43%+44513F-HRTimeline
Cambridge Investment Research Advisors,…68,399$8.45M0.03%+24,51113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,750$8.25M0.01%-5,57413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,199$8.06M0.01%+36,89013F-HRTimelineGroup
Resonant Capital Advisors, LLC63,960$7.91M0.5%013F-HRTimeline
Koshinski Asset Management, Inc.61,360$7.58M0.57%+3,19213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,019$7.54M<0.01%-5,72013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC65,461$7.45M1.7%-4,17713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,079$7.3M0.01%+57413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,875$6.54M0.05%+6,63513F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC48,753$6.03M0.75%+8813F-HRTimeline
Sovran Advisors, LLC46,046$5.78M0.61%+22,08813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,702$5.65M0.01%+8,83013F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC45,686$5.65M0.07%+36813F-HRTimeline
Waverly Advisors, LLC45,256$5.59M0.06%-51313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,643$5.52M<0.01%+2,60213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,663$5.13M0.01%+1,31413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,798$5.04M<0.01%-11,36813F-HRTimelineGroup
FMR LLCin group FMR LLC40,676$5.03M<0.01%-1,97713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC32,978$4.08M0.28%+12,53313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,289$3.99M<0.01%+39113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,103$3.72M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC30,072$3.72M0.02%+41913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,840$3.69M0.02%+16,01113F-HRTimelineGroup
NewEdge Advisors, LLC28,115$3.47M0.02%+3,95113F-HRTimeline
Cetera Investment Advisers27,498$3.4M0.01%-66813F-HRTimeline
Fortitude Financial, LLC29,889$3.27M2.9%new13F-HRTimeline
GHP Investment Advisors, Inc.25,925$3.2M0.14%-1,08413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,274$3M<0.01%+113F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,148$2.61M0.02%+3,02213F-HRTimeline
Breakwater Capital Group20,762$2.57M0.42%+2,91813F-HRTimeline
HighTower Advisors, LLC20,226$2.5M<0.01%+1913F-HRTimeline
Fortis Group Advisors, LLC19,647$2.46M0.45%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,011$2.35M0.11%-95513F-HRTimeline
Smart Portfolios, LLC18,573$2.3M2.31%-55213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,323$2.26M<0.01%-18713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,746$2.19M0.05%-1,01513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC16,969$2.1M0.02%-58913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,520$2.04M0.13%-5413F-HRTimelineGroup
Park Edge Advisors, LLC16,444$2.03M0.52%+10,38613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,782$1.94M<0.01%+3,98313F-HRTimelineGroup
Pacific Sun Financial Corp15,486$1.91M1%+19113F-HRTimeline
Carnegie Investment Counsel15,232$1.88M0.04%+11013F-HRTimeline
SCOTIA CAPITAL INC.15,177$1.88M0.01%+313F-HRTimeline
Creative Planningin group Creative Planning14,464$1.79M<0.01%+3,56113F-HRTimelineGroup
NorthCoast Asset Management LLC14,305$1.77M0.01%-1113F-HRTimeline
Elevation Capital Advisory, LLC14,033$1.73M0.7%+8,24013F-HRTimeline
NorthCrest Asset Manangement, LLC13,197$1.66M0.04%+22113F-HRTimeline
IFG Advisory, LLC12,673$1.57M0.08%+213F-HRTimeline
Cornerstone Wealth Management, LLC12,661$1.56M0.1%+91413F-HRTimeline
Tempus Wealth Planning, LLC12,524$1.55M0.39%013F-HRTimeline
One Wealth Map LLC12,270$1.54M0.84%+86713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,420$1.54M<0.01%+64813F-HRTimelineGroup
Banque de Luxembourg S.A.12,793$1.44M0.83%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,606$1.43M<0.01%+1,32813F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department10,947$1.35M0.4%-34313F-HRTimelineGroup
UPTICK PARTNERS, LLC10,589$1.31M0.37%+33113F-HRTimeline
MML INVESTORS SERVICES, LLC9,853$1.22M<0.01%+26913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,600$1.19M0.03%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,191$1.17M0.35%+413F-HRTimeline
Argent Trust Co9,412$1.16M0.04%013F-HRTimeline
Belpointe Asset Management LLC9,410$1.16M0.05%-6113F-HRTimeline
Tradition Wealth Management, LLC9,253$1.14M0.09%-213F-HRTimeline
Destiny Wealth Partners, LLC9,092$1.12M0.15%-22313F-HRTimeline
WealthBridge Capital Management, LLC8,706$1.08M0.27%+1,20213F-HRTimeline
Summit Financial, LLC8,622$1.07M0.02%new13F-HRTimeline
Triton Wealth Management, PLLC8,267$1.05M0.45%13F-HRTimeline
Independent Family Office, LLC8,414$1.04M0.48%013F-HRTimeline
Gator Capital Management, LLC8,156$1.01M0.31%013F-HRTimeline
AllSquare Wealth Management LLC7,991$988K0.55%-8913F-HRTimeline
CIBC WORLD MARKET INC.7,562$935K<0.01%+50013F-HRTimeline
Collaborative Wealth Managment Inc.7,474$924K0.4%013F-HRTimeline
Farther Finance Advisors, LLC7,162$885K0.02%+62213F-HRTimeline
Northeast Financial Consultants Inc7,100$878K0.04%013F-HRTimeline
TSFG, LLC7,002$865K0.16%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,932$857K0.02%+20013F-HRTimelineGroup
S.A. Mason LLC6,841$846K0.41%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,623$819K<0.01%+1,45913F-HRTimeline
Del-Sette Capital Management, LLC6,550$810K0.56%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,525$806K0.14%-3613F-HRTimeline
Caliber Wealth Management, LLC / KS6,461$799K0.09%+1913F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,277$773K0.32%+6,03013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,182$764K0.01%-45913F-HRTimelineGroup
&PARTNERS5,786$715K0.01%+1413F-HRTimeline
CWM, LLCin group CWM, LLC5,716$707K<0.01%+1,10913F-HRTimelineGroup
MAI Capital Management5,649$698K<0.01%-613F-HRTimeline
Capital Investment Advisory Services, L…5,606$693K0.06%-11713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,403$668K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC5,339$660K0.01%+1,19113F-HRTimeline
Federation des caisses Desjardins du Qu…5,145$636K<0.01%-40513F-HRTimeline
Independent Wealth Network Inc.5,077$628K0.23%-21913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,035$622K<0.01%+40513F-HR/ATimelineGroup
Janney Montgomery Scott LLC4,991$617K<0.01%-1713F-HRTimeline
OPTIMA CAPITAL LLC4,941$611K0.33%+3013F-HRTimeline
BigSur Wealth Management LLC4,900$606K0.15%013F-HRTimeline
JBR Co Financial Management Inc4,463$552K0.27%-14113F-HRTimeline
Campbell Deegan Wealth Management, LLC4,366$540K0.53%+1213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,361$539K0.01%+6913F-HRTimelineGroup
Chicago Partners Investment Group LLC4,150$531K0.02%+45013F-HRTimeline
PFG Advisors4,250$525K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,188$518K0.01%+37513F-HRTimelineGroup
GTS SECURITIES LLC4,097$506K0.02%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,064$502K0.37%+87313F-HRTimelineGroup
Sensible Money, LLC4,019$497K0.19%013F-HRTimeline
Ergawealth Advisors, Inc.4,003$495K0.22%+41113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,993$494K<0.01%+113F-HRTimelineGroup
Asset Dedication, LLC3,982$492K0.04%013F-HRTimeline
Stokes Family Office, LLC3,805$470K0.05%013F-HRTimeline
Capital Advisors, Ltd. LLC3,788$468K0.06%+62813F-HRTimeline
Merit Financial Group, LLC3,702$458K0.01%-1,59213F-HRTimeline
Modern Wealth Management, LLC3,487$431K0.01%-28413F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV3,373$417K<0.01%-3413F-HRTimeline
Archer Investment Corp3,312$409K0.1%013F-HRTimeline
Quantinno Capital Management LP3,310$409K<0.01%-10613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$402K<0.01%013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,233$400K0.04%+213F-HRTimeline
Foundations Investment Advisors, LLC3,232$399K0.01%new13F-HRTimeline
WBH ADVISORY INC3,189$394K0.03%013F-HRTimeline
Regal Investment Advisors LLC3,168$392K0.03%+29413F-HRTimeline
Ethos Financial Group, LLC3,149$389K0.03%013F-HRTimeline
Pure Financial Advisors, LLC3,083$381K0.01%+34313F-HRTimeline
Prospera Financial Services Inc3,075$380K0.01%-8313F-HRTimeline
Avantra Family Wealth, Inc.3,065$379K0.31%-5313F-HRTimeline
Capital Market Strategies LLC2,976$368K0.26%013F-HRTimeline
Financial Engines Advisors L.L.C.2,908$359K<0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,900$358K<0.01%013F-HRTimeline
American Institute for Advanced Investm…2,900$358K0.25%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,841$351K<0.01%-5613F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC2,798$346K0.14%+88313F-HRTimeline
Financial Advocates Investment Manageme…2,790$345K0.03%-50013F-HRTimeline
Measured Wealth Private Client Group, L…2,691$333K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,687$332K0.01%+613F-HRTimeline
Miller Investment Management, LP2,675$331K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,656$328K<0.01%013F-HRTimelineGroup
Tyler-Stone Wealth Management2,655$328K0.05%-5613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,554$316K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
National Wealth Management Group, LLC2,504$309K0.17%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,500$309K0.01%013F-HRTimeline
Allworth Financial LP2,444$302K<0.01%+413F-HRTimeline
Tidemark, LLC2,382$294K0.09%+113F-HRTimeline
Runnymede Capital Advisors, Inc.2,340$289K0.27%013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC2,295$284K0.21%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,292$283K<0.01%-1,41013F-HRTimelineGroup
Advisory Services Network, LLC2,259$282K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,253$278K<0.01%013F-HRTimelineGroup
Aaron Wealth Advisors LLC2,238$277K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.2,171$268K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,140$265K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC2,098$259K0.13%+713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,000$247K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.1,984$245K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC1,980$245K0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,898$235K<0.01%new13F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,883$233K0.01%013F-HRTimelineGroup
NOVEM GROUP1,858$230K0.03%+613F-HRTimeline
Clark Capital Management Group, Inc.1,842$228K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,829$226K0.01%-3513F-HRTimeline
Sentry LLC1,825$226K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,751$216K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,709$211K<0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC1,695$209K<0.01%new13F-HR/ATimeline
Dynamic Advisor Solutions LLC1,688$209K0.01%new13F-HRTimeline
Lion Street Advisors, LLC1,675$207K0.06%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,654$204K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,647$204K<0.01%-11,37313F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,534$190K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,422$176K<0.01%013F-HRTimeline
COMERICA BANK1,324$164K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,101$136K0.01%013F-HRTimeline
True Wealth Design, LLC1,084$134K0.05%013F-HRTimeline
Dunhill Financial, LLC1,005$124K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,000$124K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…933$115K0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC813$100K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC800$98.9K0.04%013F-HRTimeline
Bangor Savings Bank765$94.6K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV758$93.7K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$92.7K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL677$83.7K<0.01%-20013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.620$76.6K<0.01%+12013F-HRTimelineGroup
Global Retirement Partners, LLC567$70.1K<0.01%13F-HRTimeline
WHITTIER TRUST CO565$69.8K<0.01%+213F-HRTimeline
Luminist Capital LLC521$65.1K0.06%013F-HRTimeline
Mendota Financial Group, LLC512$63.3K0.06%013F-HRTimeline
Salomon & Ludwin, LLC484$60.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC488$60.3K<0.01%+20513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC431$53.2K0.01%+113F-HRTimeline
Millstone Evans Group, LLC420$51.9K0.04%013F-HRTimeline
Crews Bank & Trust400$49.4K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.394$48.7K<0.01%-61713F-HRTimeline
Main Street Group, LTD361$44.6K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.350$43.7K<0.01%013F-HRTimeline