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Disclosery

PKW INVESCO EXCHANGE TRADED FD T

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BUYBACK ACHIEV (fund)

242 managers (242 13F filers) reported a position in PKW shares at 2025-09-30, 4,864,143 shares in all. 24 filers opened a position and 8 filers sold out during the quarter.

Managers
242
13F filers
242
New
24
Added
69
Reduced
65
Sold out
8
Shares held by filers
4,864,143

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/824,794$109M0.01%+43,91213F-HR/ATimelineGroup
LPL Financial LLC423,187$56.1M0.02%+34,26113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN334,903$44.4M0.01%+20,82713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY324,340$43M<0.01%+10,61713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC212,887$28.2M0.01%-7,14213F-HRTimelineGroup
UBS Group AGin group UBS Group AG137,398$18.2M<0.01%+14,04313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC80,461$10.7M0.01%-2,85513F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.79,297$10.5M6.44%-2,35013F-HRTimeline
Curtis Advisory Group, LLC78,060$10.3M2.34%-14113F-HRTimeline
Cambridge Investment Research Advisors,…73,905$9.79M0.03%+5,50613F-HRTimeline
Koshinski Asset Management, Inc.68,595$9.09M0.61%+7,23513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,974$8.61M0.01%-22513F-HRTimelineGroup
Sovran Advisors, LLC64,018$8.25M0.73%+17,97213F-HRTimeline
Elevation Capital Advisory, LLC61,388$8.13M3.25%+47,35513F-HRTimeline
Resonant Capital Advisors, LLC59,999$7.95M0.46%-3,96113F-HRTimeline
Legacy Capital Wealth Partners, LLC64,552$7.79M1.69%-90913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,418$7.74M0.01%-66113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,157$6.51M0.01%-17,59313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,834$6.47M<0.01%+4,19113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC48,158$6.38M0.73%-59513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,707$6.28M0.01%+2,00513F-HRTimelineGroup
Waverly Advisors, LLC45,737$6.06M0.06%+48113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,357$6.01M0.04%-7,51813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC45,065$5.97M0.07%-62113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,534$5.63M<0.01%-18,48513F-HRTimelineGroup
FMR LLCin group FMR LLC41,059$5.44M<0.01%+38313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,576$5.25M0.01%-1,08713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,989$5.18M<0.01%-1,80913F-HRTimelineGroup
NewEdge Advisors, LLC36,818$4.88M0.02%+8,70313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC36,052$4.78M0.29%+3,07413F-HRTimeline
Cetera Investment Advisers35,968$4.77M0.01%+8,47013F-HRTimeline
WIN ADVISORS, INC34,512$4.57M2.23%new13F-HRTimeline
Private Advisor Group, LLC34,239$4.54M0.02%+4,16713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,000$4.37M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,762$4.34M<0.01%+47313F-HR/ATimelineGroup
GHP Investment Advisors, Inc.25,681$3.4M0.14%-24413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,592$3.39M0.02%-4,24813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,274$3.22M<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,927$3.17M0.02%+2,77913F-HRTimeline
Fortitude Financial, LLC25,272$3.05M2.51%-4,61713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,947$2.78M<0.01%+5,16513F-HRTimelineGroup
Cornerstone Wealth Management, LLC20,897$2.77M0.15%+8,23613F-HRTimeline
Creative Planningin group Creative Planning20,462$2.71M<0.01%+5,99813F-HRTimelineGroup
Hudock, Inc.20,356$2.7M0.41%new13F-HRTimeline
Breakwater Capital Group20,172$2.67M0.39%-59013F-HRTimeline
HighTower Advisors, LLC20,129$2.67M<0.01%-9713F-HRTimeline
Fortis Group Advisors, LLC19,878$2.58M0.44%+23113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,971$2.51M0.11%-4013F-HRTimeline
Smart Portfolios, LLC18,397$2.44M2.35%-17613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,066$2.39M<0.01%-25713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,101$2.27M0.04%-64513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC16,969$2.25M0.02%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,604$2.2M0.13%+8413F-HRTimelineGroup
Park Edge Advisors, LLC16,200$2.15M0.5%-24413F-HRTimeline
SCOTIA CAPITAL INC.15,480$2.05M0.01%+30313F-HRTimeline
Pacific Sun Financial Corp15,266$2.02M0.98%-22013F-HRTimeline
Carnegie Investment Counsel15,232$2.02M0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,163$2.01M<0.01%+2,74313F-HRTimelineGroup
NorthCoast Asset Management LLC14,318$1.9M0.01%+1313F-HRTimeline
NorthCrest Asset Manangement, LLC13,482$1.79M0.04%+28513F-HRTimeline
Hershey Financial Advisers, LLC13,206$1.75M1.5%new13F-HRTimeline
IFG Advisory, LLC12,676$1.68M0.08%+313F-HRTimeline
Banque de Luxembourg S.A.11,925$1.58M0.82%-86813F-HRTimeline
One Wealth Map LLC11,837$1.54M0.82%-43313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,436$1.52M<0.01%-17013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,091$1.47M<0.01%+1,23813F-HRTimeline
Tempus Wealth Planning, LLC11,057$1.46M0.34%-1,46713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,867$1.44M<0.01%+5,46413F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department10,450$1.38M0.37%-49713F-HRTimelineGroup
Triton Wealth Management, PLLC10,659$1.38M0.53%+2,39213F-HRTimeline
UPTICK PARTNERS, LLC10,082$1.34M0.35%-50713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$1.32M<0.01%-20,10313F-HRTimelineGroup
WealthBridge Capital Management, LLC9,921$1.31M0.31%+1,21513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,600$1.28M0.03%013F-HRTimeline
Argent Trust Co9,412$1.25M0.04%013F-HRTimeline
Tradition Wealth Management, LLC9,271$1.23M0.09%+1813F-HRTimeline
Belpointe Asset Management LLC9,159$1.21M0.05%-25113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,091$1.2M0.09%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,001$1.19M<0.01%+7,10313F-HRTimelineGroup
Destiny Wealth Partners, LLC9,000$1.19M0.15%-9213F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,940$1.17M0.31%-25113F-HRTimeline
Summit Financial, LLC8,499$1.13M0.02%-12313F-HRTimeline
Independent Family Office, LLC8,414$1.11M0.47%013F-HRTimeline
Gator Capital Management, LLC8,156$1.08M0.28%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,078$1.07M0.38%+1,80113F-HRTimeline
AllSquare Wealth Management LLC7,629$1.01M0.53%-36213F-HRTimeline
Farther Finance Advisors, LLC7,552$1M0.02%+39013F-HRTimeline
Collaborative Wealth Managment Inc.7,474$990K0.4%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,401$980K<0.01%+4,02813F-HRTimeline
CIBC WORLD MARKET INC.7,267$963K<0.01%-29513F-HRTimeline
S.A. Mason LLC6,841$906K0.4%013F-HRTimeline
TBH Global Asset Management, LLC6,654$881K0.17%new13F-HRTimeline
Del-Sette Capital Management, LLC6,611$876K0.54%+6113F-HRTimeline
TSFG, LLC6,502$861K0.14%-50013F-HRTimeline
Integrated Wealth Concepts LLC6,425$851K0.01%+1,08613F-HRTimeline
Caliber Wealth Management, LLC / KS6,328$838K0.09%-13313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,183$819K0.01%+113F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,118$811K0.12%-40713F-HRTimeline
&PARTNERS5,939$787K0.01%+15313F-HRTimeline
MAI Capital Management5,662$750K<0.01%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,613$744K0.01%-1,31913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,435$720K<0.01%+40013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…5,145$682K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,003$663K<0.01%+3,35613F-HRTimelineGroup
NorthRock Partners, LLC5,001$663K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,986$661K<0.01%-513F-HRTimeline
Independent Wealth Network Inc.4,973$659K0.21%-10413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,971$658K0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC4,951$656K0.32%+1013F-HRTimeline
BigSur Wealth Management LLC4,900$649K0.16%013F-HRTimeline
Capital Investment Advisory Services, L…4,825$639K0.05%-78113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,728$626K<0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC4,709$624K0.05%+1,56013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,608$610K0.01%+42013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,607$610K<0.01%-1,10913F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC4,378$580K0.52%+1213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,332$574K0.01%-2913F-HRTimelineGroup
PFG Advisors4,250$563K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC4,150$556K0.01%013F-HRTimeline
JBR Co Financial Management Inc4,149$550K0.23%-31413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,067$539K0.34%+313F-HRTimelineGroup
Sensible Money, LLC4,019$532K0.18%013F-HRTimeline
Capital Advisors, Ltd. LLC4,017$532K0.06%+22913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,994$529K<0.01%+113F-HRTimelineGroup
Asset Dedication, LLC3,982$528K0.04%013F-HRTimeline
Stokes Family Office, LLC3,805$504K0.05%013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,758$498K0.17%+96013F-HRTimeline
Merit Financial Group, LLC3,703$491K<0.01%+113F-HR/ATimeline
Kendall Capital Management3,647$483K0.11%new13F-HRTimeline
Modern Wealth Management, LLC3,566$472K0.01%+7913F-HRTimeline
GSA CAPITAL PARTNERS LLP3,437$455K0.04%new13F-HRTimeline
Archer Investment Corp3,312$439K0.1%013F-HRTimeline
Quantinno Capital Management LP3,310$439K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$431K<0.01%013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,234$428K0.04%+113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,149$417K0.19%new13F-HRTimeline
Regal Investment Advisors LLC3,108$412K0.03%-6013F-HRTimeline
Pure Financial Advisors, LLC3,083$408K0.01%013F-HRTimeline
Prospera Financial Services Inc3,070$407K0.01%-513F-HRTimeline
Avantra Family Wealth, Inc.3,057$405K0.3%-813F-HRTimeline
WBH ADVISORY INC3,029$401K0.03%-16013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,994$397K0.01%+30713F-HRTimeline
Financial Engines Advisors L.L.C.2,908$385K<0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,900$384K<0.01%013F-HRTimeline
American Institute for Advanced Investm…2,880$382K0.25%-2013F-HRTimeline
National Wealth Management Group, LLC2,710$359K0.14%+20613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,697$357K<0.01%-14413F-HRTimelineGroup
Miller Investment Management, LP2,675$354K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,656$352K<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,650$351K<0.01%new13F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.2,554$338K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,532$335K<0.01%+8813F-HRTimeline
Measured Wealth Private Client Group, L…2,513$333K0.09%-17813F-HRTimeline
Advisory Services Network, LLC2,501$331K<0.01%+24213F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,500$331K0.01%013F-HRTimeline
Aaron Wealth Advisors LLC2,462$326K0.02%+22413F-HRTimeline
Tidemark, LLC2,383$316K0.09%+113F-HRTimeline
1858 WEALTH MANAGEMENT, LLC2,295$304K0.21%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,253$298K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,204$292K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.2,171$288K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,140$284K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC2,104$279K0.13%+613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,066$274K<0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,000$265K0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,000$265K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.1,984$263K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC1,980$262K0.1%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,883$249K0.01%013F-HRTimelineGroup
NOVEM GROUP1,863$247K0.03%+513F-HRTimeline
Clark Capital Management Group, Inc.1,842$244K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,840$244K0.2%-50013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,829$242K0.01%013F-HRTimeline
Sentry LLC1,825$242K0.06%013F-HRTimeline
TRUST CO OF VERMONT1,751$232K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,710$226K<0.01%+113F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,705$226K0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,689$224K0.01%+113F-HRTimeline
Sanctuary Advisors, LLC1,681$223K<0.01%new13F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,654$219K<0.01%013F-HRTimelineGroup
TPG Advisors LLC1,609$213K0.14%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,600$212K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC1,579$209K<0.01%-11613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,534$203K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,422$188K<0.01%013F-HRTimeline
True Wealth Design, LLC1,080$143K0.04%-413F-HRTimeline
COMERICA BANK1,064$141K<0.01%-26013F-HRTimeline
Dunhill Financial, LLC1,005$133K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,000$132K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.943$125K0.09%+90713F-HRTimeline
Sound Income Strategies, LLC813$107K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC800$106K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…781$103K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank765$101K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$99.4K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL677$89.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.620$82.1K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC600$79.5K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…578$76.6K0.01%-35513F-HRTimelineGroup
Global Retirement Partners, LLC567$75.1K<0.01%013F-HRTimeline