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Disclosery

PKW INVESCO EXCHANGE TRADED FD T

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BUYBACK ACHIEV (fund)

246 managers (246 13F filers) reported a position in PKW shares at 2025-12-31, 4,920,505 shares in all. 24 filers opened a position and 29 filers sold out during the quarter.

Managers
246
13F filers
246
New
24
Added
81
Reduced
59
Sold out
29
Shares held by filers
4,920,505

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/865,959$116M0.01%+41,16513F-HRTimelineGroup
LPL Financial LLC463,308$62.2M0.02%+40,12113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN372,416$50M0.01%+37,51313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY339,899$45.7M<0.01%+15,55913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC226,646$30.4M0.01%+13,75913F-HRTimelineGroup
UBS Group AGin group UBS Group AG111,345$15M<0.01%-26,05313F-HRTimelineGroup
Cambridge Investment Research Advisors,…83,315$11.2M0.03%+9,41013F-HRTimeline
Curtis Advisory Group, LLC81,820$11M2.31%+3,76013F-HRTimeline
Mariner, LLCin group Mariner, LLC81,595$11M0.01%+1,13413F-HRTimelineGroup
Triton Wealth Management, PLLC70,934$9.59M3.61%+60,27513F-HRTimeline
Koshinski Asset Management, Inc.70,184$9.43M0.61%+1,58913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,412$9.19M0.01%+3,43813F-HR/ATimelineGroup
Sovran Advisors, LLC63,769$8.8M0.75%-24913F-HRTimeline
Resonant Capital Advisors, LLC59,999$8.06M0.44%013F-HRTimeline
Cetera Investment Advisers57,610$7.74M0.01%+21,64213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,875$7.37M0.01%+5,71813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC58,755$7.1M1.52%-5,79713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,854$7.1M0.01%+5,14713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,654$7.07M<0.01%+10,12013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,649$6.67M<0.01%+81513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,129$6.6M0.01%-9,28913F-HRTimeline
Waverly Advisors, LLC48,893$6.57M0.05%+3,15613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC47,721$6.41M0.7%-43713F-HRTimeline
Prime Capital Investment Advisors, LLC46,947$6.31M0.08%+1,88213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,939$5.9M0.04%-1,41813F-HRTimelineGroup
FMR LLCin group FMR LLC42,255$5.68M<0.01%+1,19613F-HRTimelineGroup
Hudock, Inc.41,793$5.61M0.83%+21,43713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,165$5.27M0.01%-1,41113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC36,362$4.88M0.29%+31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,276$4.6M<0.01%-4,71313F-HRTimelineGroup
Private Advisor Group, LLC33,498$4.5M0.02%-74113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,972$4.43M<0.01%+21013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,741$4.26M0.02%+6,14913F-HRTimelineGroup
Cornerstone Wealth Management, LLC29,640$3.98M0.21%+8,74313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,884$3.48M<0.01%+4,93713F-HRTimelineGroup
GHP Investment Advisors, Inc.25,643$3.44M0.14%-3813F-HRTimeline
Titiun Yejiel25,000$3.36M4.13%13F-HRTimeline
Steward Partners Investment Advisory, L…24,184$3.25M0.02%+25713F-HRTimeline
Smart Portfolios, LLC22,750$3.06M3.04%+4,35313F-HRTimeline
Pacific Wealth Strategies Group, Inc.21,252$2.85M1.62%-58,04513F-HRTimeline
Breakwater Capital Group20,500$2.75M0.38%+32813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$2.69M<0.01%+10,00013F-HRTimelineGroup
HighTower Advisors, LLC19,966$2.68M<0.01%-16313F-HRTimeline
Fortis Group Advisors, LLC19,678$2.67M0.45%-20013F-HRTimeline
Creative Planningin group Creative Planning19,337$2.6M<0.01%-1,12513F-HRTimelineGroup
NewEdge Advisors, LLC18,813$2.53M0.01%-18,00513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,334$2.46M0.12%-63713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,821$2.39M<0.01%-24513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,685$2.38M0.06%+58413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,152$2.17M0.12%-45213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,101$2.16M<0.01%new13F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC15,839$2.13M0.02%-1,13013F-HRTimelineGroup
SCOTIA CAPITAL INC.15,482$2.08M0.01%+213F-HRTimeline
Pacific Sun Financial Corp15,421$2.07M1%+15513F-HRTimeline
Carnegie Investment Counsel15,232$2.05M0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,959$2.01M<0.01%-20413F-HRTimelineGroup
NorthCrest Asset Manangement, LLC14,326$1.97M0.04%+84413F-HRTimeline
Stegent Equity Advisors, Inc.14,045$1.89M1.47%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,884$1.73M<0.01%+1,79313F-HRTimeline
IFG Advisory, LLC12,678$1.7M0.07%+213F-HRTimeline
One Wealth Map LLC12,369$1.69M0.86%+53213F-HRTimeline
Banque de Luxembourg S.A.11,925$1.6M0.68%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,581$1.56M<0.01%+14513F-HRTimelineGroup
Tempus Wealth Planning, LLC10,944$1.47M0.34%-11313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department10,368$1.39M0.36%-8213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,264$1.38M<0.01%-14,01013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC9,600$1.32M0.03%013F-HRTimeline
UPTICK PARTNERS, LLC9,782$1.31M0.28%-30013F-HRTimeline
Argent Trust Co9,412$1.26M0.04%013F-HRTimeline
Belpointe Asset Management LLC9,268$1.24M0.04%+10913F-HRTimeline
Tradition Wealth Management, LLC9,233$1.24M0.09%-3813F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,943$1.23M0.32%+313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,003$1.21M<0.01%+213F-HR/ATimelineGroup
Destiny Wealth Partners, LLC8,618$1.17M0.13%-38213F-HRTimeline
Independent Family Office, LLC8,414$1.13M0.47%013F-HRTimeline
Gator Capital Management, LLC8,183$1.1M0.23%+2713F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,129$1.09M0.35%+5113F-HRTimeline
Kendall Capital Management8,082$1.09M0.23%+4,43513F-HRTimeline
Summit Financial, LLC7,980$1.07M0.02%-51913F-HRTimeline
Farther Finance Advisors, LLC7,750$1.04M0.01%+19813F-HRTimeline
truNorth Financial Services, Inc.7,636$1.03M1.11%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,455$1M<0.01%+5413F-HRTimeline
CIBC WORLD MARKET INC.7,167$963K<0.01%-10013F-HRTimeline
Collaborative Wealth Managment Inc.6,959$935K0.33%-51513F-HRTimeline
S.A. Mason LLC6,721$903K0.36%-12013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,651$893K0.01%+46813F-HRTimelineGroup
&PARTNERS6,662$892K<0.01%+72313F-HRTimeline
Quantinno Capital Management LP6,575$883K<0.01%+3,26513F-HRTimeline
TSFG, LLC6,502$873K0.13%013F-HRTimeline
TBH Global Asset Management, LLC6,487$871K0.15%-16713F-HRTimeline
Del-Sette Capital Management, LLC6,417$862K0.53%-19413F-HRTimeline
Caliber Wealth Management, LLC / KS6,329$850K0.09%+113F-HRTimeline
HighPoint Advisor Group LLC6,061$814K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC6,000$806K<0.01%13F-HRTimeline
MAI Capital Management5,948$799K<0.01%+28613F-HRTimeline
CALTON & ASSOCIATES, INC.5,940$798K0.12%-17813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,613$754K0.02%013F-HRTimelineGroup
Dana Investment Advisors, Inc.5,403$726K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,220$701K<0.01%-21513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…5,091$684K<0.01%-5413F-HRTimeline
NorthRock Partners, LLC5,000$672K0.01%-113F-HRTimeline
OPTIMA CAPITAL LLC4,961$666K0.29%+1013F-HRTimeline
Independent Wealth Network Inc.4,908$659K0.2%-6513F-HRTimeline
BigSur Wealth Management LLC4,900$658K0.16%013F-HRTimeline
Capital Investment Advisory Services, L…4,869$654K0.05%+4413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,803$645K0.01%+47113F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,657$626K<0.01%+5013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,634$622K0.01%+2613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,576$615K<0.01%-39513F-HRTimeline
Chicago Partners Investment Group LLC4,515$615K0.02%+36513F-HRTimeline
Campbell Deegan Wealth Management, LLC4,382$589K0.48%+413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,347$584K<0.01%-38113F-HR/ATimelineGroup
Ethos Financial Group, LLC4,334$582K0.04%-37513F-HRTimeline
Vestmark Advisory Solutions, Inc.4,331$582K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,331$582K0.03%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC4,327$581K0.2%+56913F-HRTimeline
Capital Advisors, Ltd. LLC4,206$565K0.06%+18913F-HRTimeline
JBR Co Financial Management Inc4,127$554K0.23%-2213F-HRTimeline
SteelPeak Wealth, LLC4,101$551K0.02%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,069$547K0.33%+213F-HRTimelineGroup
Janney Montgomery Scott LLC4,046$544K<0.01%-94013F-HRTimeline
Stokes Family Office, LLC4,040$543K0.05%+23513F-HRTimeline
Asset Dedication, LLC4,019$540K0.04%+3713F-HRTimeline
Sensible Money, LLC4,019$540K0.17%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,995$537K<0.01%+113F-HRTimelineGroup
Modern Wealth Management, LLC3,926$527K0.01%+36013F-HRTimeline
Hyundai Investments Co., Ltd.3,762$509K0.5%new13F-HRTimeline
Merit Financial Group, LLC3,764$506K<0.01%+6113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$437K<0.01%013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,236$435K<0.01%+1,03213F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,235$435K0.04%+113F-HRTimeline
Archer Investment Corp3,218$432K0.1%-9413F-HRTimeline
Osbon Capital Management LLC3,124$420K0.39%13F-HRTimeline
Pure Financial Advisors, LLC3,083$414K0.01%013F-HRTimeline
Prospera Financial Services Inc3,070$413K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,054$410K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,999$403K0.01%+513F-HRTimeline
Avantra Family Wealth, Inc.2,961$398K0.29%-9613F-HRTimeline
WBH ADVISORY INC2,909$391K0.03%-12013F-HRTimeline
Financial Engines Advisors L.L.C.2,908$391K<0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,900$390K<0.01%013F-HRTimeline
American Institute for Advanced Investm…2,880$387K0.25%013F-HRTimeline
Allworth Financial LP2,728$366K<0.01%+19613F-HRTimeline
Miller Investment Management, LP2,675$359K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,656$357K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC2,575$346K0.02%-53313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,554$343K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…2,500$336K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…2,497$335K0.09%-1613F-HRTimeline
Tidemark, LLC2,384$320K0.09%+113F-HRTimeline
Advisory Services Network, LLC2,347$315K<0.01%-15413F-HRTimeline
Total Clarity Wealth Management, Inc.2,311$310K0.08%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,269$305K<0.01%-42813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,253$303K<0.01%013F-HRTimelineGroup
Aaron Wealth Advisors LLC2,238$301K0.02%-22413F-HRTimeline
Geneos Wealth Management Inc.2,228$299K0.01%+1,22813F-HRTimeline
LANARK FINANCIAL, INC.2,171$292K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,140$287K<0.01%013F-HRTimelineGroup
COMERICA BANK2,131$286K<0.01%+1,06713F-HRTimeline
PFG Advisors2,125$285K0.01%-2,12513F-HRTimeline
Aspect Partners, LLC2,108$283K0.12%+413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,066$274K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,000$269K0.01%013F-HRTimeline
Sanctuary Advisors, LLC1,987$267K<0.01%+30613F-HRTimeline
Kelman-Lazarov, Inc.1,984$266K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC1,980$266K0.1%013F-HR/ATimeline
Orion Porfolio Solutions, LLC1,934$260K<0.01%+35513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,883$253K0.01%013F-HRTimelineGroup
Clark Capital Management Group, Inc.1,842$247K<0.01%013F-HRTimeline
Western Wealth Management, LLC1,827$245K0.01%new13F-HRTimeline
Sentry LLC1,825$245K0.07%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,818$244K<0.01%-1113F-HR/ATimeline
TRUST CO OF VERMONT1,751$235K0.01%013F-HRTimeline
NOVEM GROUP1,720$231K0.03%-14313F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,701$228K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,690$227K0.01%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,654$222K<0.01%013F-HRTimelineGroup
Tactive Advisors, LLC1,653$222K0.07%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,632$219K<0.01%-7813F-HRTimelineGroup
TPG Advisors LLC1,609$216K0.13%013F-HRTimeline
REICON WEALTH ADVISORS, LLC1,601$215K0.16%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,600$215K<0.01%new13F-HRTimelineGroup
KTF INVESTMENTS, LLC1,595$214K0.04%13F-HRTimeline
Mutual Advisors, LLC1,590$214K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,534$206K<0.01%013F-HRTimelineGroup
Retirement Planning Group, LLC1,513$203K0.01%new13F-HRTimeline
Navis Wealth Advisors, LLC1,500$201K0.09%new13F-HRTimeline
Vertex Planning Partners, LLC1,500$201K0.05%new13F-HRTimeline
Parallel Advisors, LLC1,422$191K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,303$175K0.12%+36013F-HRTimeline
True Wealth Design, LLC1,080$145K0.04%013F-HRTimeline
IFP Advisors, Inc1,033$139K<0.01%+84313F-HRTimeline
Dunhill Financial, LLC1,005$135K0.03%013F-HRTimeline
PRIVATE TRUST CO NA851$114K0.01%+50113F-HRTimeline
Sound Income Strategies, LLC813$111K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC800$107K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC800$107K0.04%013F-HRTimeline
Bangor Savings Bank765$103K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$101K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…649$87.2K0.01%new13F-HRTimeline