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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

242 managers (245 13F filers) reported a position in PWB shares at 2026-06-30, 9,972,248 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
242
13F filers
245
New
38
Added
67
Reduced
62
Sold out
15
Shares held by filers
9,972,248

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
RITHOLTZ WEALTH MANAGEMENT1,300$219K<0.01%new13F-HR/ATimeline
Sigma Planning Corp1,286$217K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,282$216K0.01%-19513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,275$215K0.01%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC1,201$202K0.04%+72813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,200$202K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA1,196$201K0.1%-113F-HRTimeline
Cassaday & Co Wealth Management LLC1,155$195K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,053$177K<0.01%+1613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,076$176K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,012$170K0.03%013F-HRTimeline
EASTERN BANK1,000$168K<0.01%013F-HRTimeline
AE Wealth Management LLC887$149K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC722$122K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$116K<0.01%013F-HRTimelineGroup
PFS Partners, LLC650$110K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$101K<0.01%013F-HRTimelineGroup
Arax Advisory Partners549$92.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA500$84.2K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC485$81.7K<0.01%new13F-HRTimeline
GoalVest Advisory LLC411$69.3K0.01%013F-HRTimeline
CX Institutional350$59K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC265$44.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC257$43.3K0.01%new13F-HRTimeline
MidFirst Bank246$41.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.162$27.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management158$27K<0.01%013F-HRTimeline
Fortitude Family Office, LLC149$25.1K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC147$24.8K<0.01%013F-HRTimeline
Bank & Trust Co144$24.3K0.02%013F-HRTimeline
Beacon Capital Management, Inc.137$23.1K<0.01%-113F-HRTimeline
Capital Advisor Network LLC84$14.2K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS83$14K<0.01%new13F-HRTimeline
Archer Investment Corp82$13.8K<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC78$13.2K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC47$7.92K<0.01%-15613F-HRTimelineGroup
Nova Wealth Management, Inc.38$6.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC35$5.9K<0.01%013F-HRTimeline
Larson Financial Group LLC24$4.04K<0.01%new13F-HRTimeline
Operose Advisors LLC19$3.2K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC7$1.18K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6$927<0.01%new13F-HRTimeline