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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

166 managers (166 13F filers) reported a position in PWB shares at 2025-03-31, 5,885,135 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
166
13F filers
166
New
7
Added
42
Reduced
46
Sold out
10
Shares held by filers
5,885,135

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC884,469$84.9M0.03%+22,81613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY773,036$74.2M0.01%+2,76813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/470,147$45.2M<0.01%+32,36413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC379,876$36.5M0.01%-51,39213F-HRTimelineGroup
Cambridge Investment Research Advisors,…261,164$25.1M0.08%+16,44813F-HRTimeline
UBS Group AGin group UBS Group AG202,943$19.5M<0.01%-3,27913F-HRTimelineGroup
Wharton Business Group, LLC167,819$16.2M0.73%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,662$12.9M<0.01%+5,99013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC126,772$12.2M<0.01%+26,09413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN112,030$10.8M<0.01%-1,01013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,920$10.2M<0.01%+5,87713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,059$9.8M0.02%-2,94313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,621$9.66M0.01%-4,96813F-HRTimeline
Garden State Investment Advisory Servic…95,564$9.18M2.94%new13F-HRTimeline
Capital Investment Counsel, LLC94,898$9.11M1.51%-1,95113F-HRTimeline
Private Advisor Group, LLC93,311$8.96M0.05%-1,93213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,163$8.66M0.04%+2,85913F-HRTimelineGroup
Regal Investment Advisors LLC87,519$8.41M0.68%+2,00813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,329$7.43M0.02%-1,76513F-HRTimeline
Cornerstone Wealth Management, LLC75,209$7.22M0.49%+3,59813F-HRTimeline
CWM, LLCin group CWM, LLC66,323$6.37M0.03%-67613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,977$5.76M<0.01%+27,32013F-HRTimelineGroup
Meridian Wealth Management, LLC51,063$4.9M0.24%-43913F-HRTimeline
Dynamic Advisor Solutions LLC50,809$4.88M0.16%-50713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,667$4.67M0.01%+1313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…48,247$4.63M0.04%-2,52813F-HRTimelineGroup
WIN ADVISORS, INC47,364$4.55M2.34%+42,53313F-HRTimeline
Mill Creek Capital Advisors, LLC45,920$4.41M0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,401$4.26M0.01%+15,97813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,281$3.87M0.01%+2,71713F-HRTimelineGroup
Forge Financial Services LLC39,759$3.82M3.37%-36113F-HRTimeline
JPL Wealth Management, LLC39,532$3.8M1.08%+33713F-HR/ATimeline
Chicago Partners Investment Group LLC36,325$3.75M0.12%+31,90013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,220$3.47M<0.01%+26,27213F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management34,374$3.3M0.11%-86513F-HRTimelineGroup
Institute for Wealth Management, LLC.31,875$3.06M0.39%-713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,708$3.05M0.05%-39313F-HRTimelineGroup
Cetera Investment Advisers25,908$2.49M<0.01%+4,77413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,124$2.12M0.02%+2,38613F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC22,022$2.11M0.28%-3,57013F-HRTimeline
Prism Advisors, Inc.20,811$2M0.61%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,624$1.98M0.38%-313F-HRTimeline
Merit Financial Group, LLC20,217$1.94M0.03%+7713F-HRTimeline
FMR LLCin group FMR LLC19,851$1.91M<0.01%+14,83113F-HRTimelineGroup
BALANCED WEALTH GROUP LLC17,613$1.69M0.82%013F-HRTimeline
COMERICA BANK16,892$1.62M0.01%013F-HRTimeline
New England Private Wealth Advisors LLC15,844$1.52M0.24%013F-HRTimeline
Beacon Pointe Advisors, LLC15,286$1.47M0.02%+1,38013F-HRTimeline
Atria Wealth Solutions, Inc.14,958$1.44M0.02%+5013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,568$1.4M0.03%-96213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,508$1.39M<0.01%-7,91013F-HRTimeline
IHT Wealth Management, LLC13,102$1.26M0.04%-7413F-HRTimeline
Wealthspire Retirement, LLC12,515$1.2M0.1%-20013F-HRTimeline
Parallel Advisors, LLC12,330$1.18M0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.16M0.07%013F-HRTimeline
Investors Research Corp10,828$1.04M0.23%+79513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,708$1.03M<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,325$992K0.01%-10513F-HRTimeline
Focus Financial Network, Inc.10,303$990K0.04%-46913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$960K<0.01%-91,20013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,930$954K<0.01%+7,00013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,848$944K0.09%-13113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC8,722$838K0.04%+1713F-HRTimeline
Waverly Advisors, LLC8,705$836K0.01%+65513F-HRTimeline
Mesirow Financial Investment Management…8,600$826K0.02%013F-HRTimeline
Prospera Financial Services Inc7,670$737K0.02%+25413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,548$725K0.01%+713F-HRTimelineGroup
Creative Planningin group Creative Planning7,260$697K<0.01%+1,93813F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC7,048$677K0.14%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,979$670K0.28%-813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,842$657K<0.01%-1,11713F-HRTimelineGroup
MATHER GROUP, LLC.6,752$648K0.01%-11013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$629K0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,442$619K<0.01%013F-HRTimelineGroup
Armbruster Capital Management, Inc.6,370$612K0.12%013F-HRTimeline
Integrated Wealth Concepts LLC6,355$610K0.01%-14,96113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,352$610K<0.01%+2,74513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,270$602K0.01%013F-HRTimelineGroup
Covenant Asset Management, LLC6,037$580K0.15%-2513F-HRTimeline
Claris Financial LLC5,670$577K0.38%013F-HRTimeline
Total Clarity Wealth Management, Inc.5,452$555K0.18%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,150$495K0.01%+5,14113F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,000$480K0.08%013F-HRTimeline
Beacon Financial Advisory LLC4,980$478K0.14%013F-HRTimeline
PRIVATE TRUST CO NA4,962$477K0.05%+37313F-HRTimeline
Summit Financial, LLC4,486$431K0.01%-18613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,455$428K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC4,000$407K0.14%013F-HRTimeline
Gateway Wealth Partners, LLC4,150$399K0.09%-8313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,031$387K0.03%-45013F-HRTimeline
HighTower Advisors, LLC3,952$380K<0.01%-14613F-HRTimeline
HFG Advisors, Inc.3,850$370K0.32%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,833$368K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC3,730$358K<0.01%-1,32013F-HRTimeline
BLAIR WILLIAM & CO/IL3,713$357K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,650$351K<0.01%+64013F-HRTimeline
Bawa N Mallick Trust3,609$347K0.16%013F-HRTimeline
Traction Financial Partners, LLC3,553$341K0.27%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,422$329K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,421$329K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC3,380$325K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,317$319K<0.01%new13F-HR/ATimelineGroup
Eagle Bay Advisors LLC3,301$317K0.27%013F-HRTimeline
Carrera Capital Advisors3,200$307K0.07%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,147$302K<0.01%+55013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,119$300K0.1%013F-HRTimeline
IAM Advisory, LLC3,084$296K0.08%-213F-HRTimeline
Schrum Private Wealth Management LLC3,050$293K0.26%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,993$287K0.02%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,962$284K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,765$281K0.01%013F-HRTimelineGroup
Paragon Private Wealth Management, LLC2,911$280K0.13%-36413F-HRTimeline
Arkadios Wealth Advisors2,859$275K0.01%+12313F-HRTimeline
PFG Investments, LLC2,819$271K0.02%+33213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,687$258K0.01%-86613F-HRTimeline
Maia Wealth LLC2,690$254K0.06%+1,30513F-HRTimeline
National Wealth Management Group, LLC2,608$250K0.16%-2413F-HRTimeline
Exchange Capital Management, Inc.2,532$243K0.04%013F-HRTimeline
Geneos Wealth Management Inc.2,504$240K<0.01%-10,38813F-HRTimeline
Centurion Wealth Management LLC2,304$234K0.07%013F-HRTimeline
&PARTNERS2,437$234K<0.01%+8013F-HRTimeline
Dakota Wealth Management2,390$230K0.01%013F-HRTimeline
CHOREO, LLC2,320$223K<0.01%013F-HRTimeline
Verum Partners LLC2,318$223K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,307$222K<0.01%-66313F-HRTimelineGroup
Investment Advisory Group, LLC2,300$221K0.07%-50013F-HRTimeline
Alamar Capital Management, LLC2,250$216K0.13%013F-HRTimeline
Chancellor Financial Group WB LP2,106$202K0.17%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,277$197K<0.01%013F-HRTimelineGroup
MAI Capital Management1,929$185K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$182K0.09%013F-HRTimeline
BFSG, LLC1,900$182K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,836$176K<0.01%+13013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,618$155K0.01%013F-HRTimeline
Key Financial Inc1,485$143K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,345$129K<0.01%-3513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,291$124K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,275$124K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,090$105K0.01%-20013F-HRTimeline
Rosenberg Matthew Hamilton1,012$97.2K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$96.8K<0.01%013F-HRTimelineGroup
EASTERN BANK1,000$96K<0.01%013F-HRTimeline
GoalVest Advisory LLC866$83.2K0.02%013F-HRTimeline
Ridgewood Investments LLC712$68.4K0.03%013F-HRTimeline
PFS Partners, LLC650$62.4K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$57.8K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA500$48K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…500$48K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.476$45.7K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…350$33.6K0.01%013F-HRTimeline
NewEdge Advisors, LLC258$24.8K<0.01%013F-HRTimeline
AE Wealth Management LLC193$18.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC192$18.4K<0.01%-25713F-HRTimeline
Hanson & Doremus Investment Management158$15K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC156$15K<0.01%new13F-HRTimeline
IFP Advisors, Inc150$14.4K<0.01%013F-HRTimeline
Bank & Trust Co144$13.8K0.01%013F-HRTimeline
Continuum Advisory, LLC142$13.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…110$10.6K<0.01%013F-HRTimeline
Archer Investment Corp82$7.88K<0.01%013F-HRTimeline
Integrity Financial Corp /WA53$5.09K<0.01%013F-HRTimeline
Noble Wealth Management PBC45$4.32K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.38$3.65K<0.01%013F-HR/ATimeline
HOEY INVESTMENTS, INC7$673<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2$191<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.