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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

172 managers (172 13F filers) reported a position in PWB shares at 2024-12-31, 5,764,553 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
172
13F filers
172
New
12
Added
30
Reduced
64
Sold out
11
Shares held by filers
5,764,553

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC861,653$87.7M0.04%+58,41213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY770,268$78.4M0.01%-6,28613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/437,783$44.5M<0.01%+62,98713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC431,268$43.9M0.02%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…244,716$24.9M0.08%-16,85913F-HRTimeline
UBS Group AGin group UBS Group AG206,222$21M<0.01%-2,68913F-HRTimelineGroup
Wharton Business Group, LLC167,819$17.1M0.77%-54513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,672$13.1M<0.01%-6213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113,040$11.5M<0.01%-3,65213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC105,589$10.7M0.02%+1,34713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,002$10.7M0.02%-1,46413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS101,200$10.3M0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,678$10.2M<0.01%-93,36513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,043$10.2M<0.01%+1,11013F-HRTimelineGroup
Capital Investment Counsel, LLC96,849$9.85M1.64%-2,25713F-HRTimeline
Private Advisor Group, LLC95,243$9.69M0.05%-2,09013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,304$8.88M0.05%+3,94413F-HRTimelineGroup
Regal Investment Advisors LLC85,511$8.7M0.65%+4,08013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,094$8.05M0.02%+12813F-HRTimeline
Cornerstone Wealth Management, LLC71,611$7.29M0.49%+7,62413F-HRTimeline
CWM, LLCin group CWM, LLC66,999$6.82M0.03%-2,38113F-HRTimelineGroup
Meridian Wealth Management, LLC51,502$5.24M0.25%+29413F-HRTimeline
Dynamic Advisor Solutions LLC51,316$5.22M0.23%-1,19713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…50,775$5.17M0.04%-3,85613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,654$4.95M0.01%-2,31813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC45,920$4.67M0.11%013F-HRTimeline
Forge Financial Services LLC40,120$4.42M3.71%13F-HRTimeline
JPL Wealth Management, LLC39,195$3.99M1.14%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,564$3.82M0.01%-2,58513F-HRTimelineGroup
Firestone Capital Management36,137$3.68M0.91%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,239$3.59M0.11%-60813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,657$3.32M<0.01%-2,09713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,101$3.27M0.05%-23913F-HRTimelineGroup
Institute for Wealth Management, LLC.31,882$3.24M0.41%-81913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,423$2.89M0.01%+37113F-HR/ATimelineGroup
Ullmann Wealth Partners Group, LLC25,592$2.6M0.34%-40113F-HRTimeline
MML INVESTORS SERVICES, LLC22,418$2.28M0.01%+5,73213F-HRTimeline
Independent Advisor Alliance22,410$2.28M0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC21,316$2.17M0.03%+1,33413F-HRTimeline
Cetera Investment Advisers21,134$2.15M<0.01%+3,06413F-HRTimeline
Prism Advisors, Inc.20,811$2.12M0.63%-54413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,627$2.1M0.42%-113F-HRTimeline
Merit Financial Group, LLC20,140$2.05M0.04%+1,51713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,738$2.01M0.02%-22513F-HRTimelineGroup
BALANCED WEALTH GROUP LLC17,613$1.9M0.85%-3513F-HRTimeline
COMERICA BANK16,892$1.72M0.01%-85013F-HR/ATimeline
New England Private Wealth Advisors LLC15,844$1.61M0.26%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,530$1.58M0.04%-15913F-HRTimelineGroup
Atria Wealth Solutions, Inc.14,908$1.52M0.02%-10313F-HRTimeline
GeoWealth Management, LLC14,454$1.47M0.05%+9,74413F-HRTimeline
Beacon Pointe Advisors, LLC13,906$1.41M0.02%+8913F-HRTimeline
IHT Wealth Management, LLC13,176$1.34M0.04%-34413F-HRTimeline
Geneos Wealth Management Inc.12,892$1.31M0.05%-3,01813F-HRTimeline
Wealthspire Retirement, LLC12,715$1.29M0.1%-20013F-HRTimeline
Parallel Advisors, LLC12,330$1.25M0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.23M0.08%013F-HRTimeline
Focus Financial Network, Inc.10,772$1.1M0.04%+80813F-HRTimeline
Steward Partners Investment Advisory, L…10,430$1.06M0.01%-82613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,979$1.02M0.1%-2,06813F-HRTimeline
Investors Research Corp10,033$1.02M0.22%+45113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,948$1.01M<0.01%+9,31613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,705$886K0.05%-16913F-HRTimeline
Mesirow Financial Investment Management…8,600$875K0.02%013F-HRTimeline
Waverly Advisors, LLC8,050$819K0.01%-93613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,959$810K<0.01%-11713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,541$767K0.01%-47013F-HRTimelineGroup
Prospera Financial Services Inc7,416$755K0.02%-14313F-HRTimeline
Blue Capital, Inc.7,224$735K0.52%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,048$717K0.14%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,987$711K0.28%-6013F-HRTimeline
MATHER GROUP, LLC.6,862$698K0.01%+26513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$666K0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,442$655K<0.01%013F-HRTimelineGroup
Armbruster Capital Management, Inc.6,370$648K0.13%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,270$638K0.02%-713F-HRTimelineGroup
Covenant Asset Management, LLC6,062$617K0.14%-5313F-HRTimeline
Claris Financial LLC5,670$577K0.38%13F-HRTimeline
Total Clarity Wealth Management, Inc.5,452$555K0.18%-5,64513F-HRTimeline
Creative Planningin group Creative Planning5,322$541K<0.01%-37013F-HRTimelineGroup
Janney Montgomery Scott LLC5,050$514K<0.01%+1,16713F-HRTimeline
FMR LLCin group FMR LLC5,020$511K<0.01%+31413F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,000$509K0.09%new13F-HRTimeline
Beacon Financial Advisory LLC4,980$507K0.16%013F-HRTimeline
WIN ADVISORS, INC4,831$491K0.24%-39,07613F-HRTimeline
Summit Financial, LLC4,672$475K0.02%+15413F-HRTimeline
PRIVATE TRUST CO NA4,589$467K0.05%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,481$456K0.03%-33013F-HRTimeline
Chicago Partners Investment Group LLC4,425$454K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,455$453K<0.01%013F-HRTimelineGroup
Gateway Wealth Partners, LLC4,233$431K0.11%+2513F-HRTimeline
HighTower Advisors, LLC4,098$417K<0.01%+213F-HRTimeline
Darwin Wealth Management, LLC4,000$407K0.14%new13F-HR/ATimeline
HFG Advisors, Inc.3,850$392K0.34%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,713$378K<0.01%013F-HRTimeline
Bawa N Mallick Trust3,609$367K0.16%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,607$367K<0.01%-2713F-HRTimelineGroup
Traction Financial Partners, LLC3,553$361K0.28%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,553$361K0.01%-2013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,422$348K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,421$348K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC3,380$344K0.01%013F-HR/ATimeline
Eagle Bay Advisors LLC3,301$336K0.21%013F-HRTimeline
Paragon Private Wealth Management, LLC3,275$333K0.15%-113F-HRTimeline
Horizon Family Wealth, Inc.3,223$328K0.22%-29913F-HRTimeline
Carrera Capital Advisors3,200$326K0.08%+213F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,119$317K0.1%-7813F-HRTimeline
IAM Advisory, LLC3,086$314K0.08%-1813F-HRTimeline
Schrum Private Wealth Management LLC3,050$310K0.26%-3,05013F-HRTimeline
Elevation Capital Advisory, LLC3,037$309K0.13%-1,67313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,010$306K<0.01%-212,44513F-HRTimeline
Sigma Planning Corp3,004$306K0.01%-46413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,993$305K0.02%-23013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,970$302K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,962$301K0.03%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,930$298K<0.01%013F-HRTimelineGroup
Investment Advisory Group, LLC2,800$285K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,765$281K0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors2,736$278K0.02%-21413F-HRTimeline
National Wealth Management Group, LLC2,632$268K0.18%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,597$264K<0.01%+30513F-HR/ATimeline
Exchange Capital Management, Inc.2,532$258K0.04%-4513F-HRTimeline
PHILADELPHIA TRUST CO2,501$254K0.02%013F-HRTimeline
PFG Investments, LLC2,487$253K0.02%new13F-HRTimeline
&PARTNERS2,357$244K<0.01%new13F-HRTimeline
Dakota Wealth Management2,390$243K0.01%013F-HRTimeline
CHOREO, LLC2,320$236K<0.01%013F-HRTimeline
Verum Partners LLC2,318$236K0.07%+113F-HRTimeline
Centurion Wealth Management LLC2,304$234K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,277$234K<0.01%013F-HRTimelineGroup
Alamar Capital Management, LLC2,250$229K0.13%013F-HRTimeline
Chancellor Financial Group WB LP2,100$214K0.17%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,053$209K0.01%013F-HRTimeline
MAI Capital Management1,929$196K<0.01%new13F-HRTimeline
BFSG, LLC1,900$193K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$193K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,706$174K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,618$165K0.01%-4813F-HRTimeline
Key Financial Inc1,485$151K0.03%013F-HRTimeline
Maia Wealth LLC1,385$141K0.03%-19013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,380$140K<0.01%+78813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,291$131K0.01%-2213F-HRTimeline
Bristlecone Advisors, LLC1,290$131K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,275$130K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,215$124K<0.01%-5513F-HRTimeline
Rosenberg Matthew Hamilton1,012$103K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$103K<0.01%-52013F-HRTimelineGroup
EASTERN BANK1,000$102K<0.01%013F-HRTimeline
GoalVest Advisory LLC866$88.1K0.02%013F-HRTimeline
Ridgewood Investments LLC712$72.4K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$61.2K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…500$50.9K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA500$50.5K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.476$48.4K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC449$45.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…350$35.6K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.280$28.5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC258$26.2K<0.01%-3813F-HRTimeline
AE Wealth Management LLC193$19.6K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management158$16K<0.01%013F-HRTimeline
PSI Advisors, LLC151$15.3K<0.01%013F-HRTimeline
IFP Advisors, Inc150$15.3K<0.01%013F-HRTimeline
Bank & Trust Co144$14.7K0.01%013F-HRTimeline
Continuum Advisory, LLC142$14.4K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…110$11.2K<0.01%013F-HR/ATimeline
Sugarloaf Wealth Management, LLC100$10.2K<0.01%013F-HRTimeline
Archer Investment Corp82$8.34K<0.01%013F-HRTimeline
Integrity Financial Corp /WA53$5.39K<0.01%013F-HRTimeline
Noble Wealth Management PBC45$4.58K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.38$3.87K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$916<0.01%-2,36313F-HRTimelineGroup
Smartleaf Asset Management LLC2$205<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.