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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

184 managers (186 13F filers) reported a position in PWB shares at 2025-06-30, 6,731,586 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
184
13F filers
186
New
26
Added
48
Reduced
43
Sold out
9
Shares held by filers
6,731,586

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC1,064,889$125M0.04%+180,42013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY838,929$98.5M0.01%+65,89313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,554$54.9M<0.01%-2,59313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC405,631$47.6M0.02%+25,75513F-HRTimelineGroup
Cambridge Investment Research Advisors,…250,391$29.4M0.09%-10,77313F-HRTimeline
UBS Group AGin group UBS Group AG201,075$23.6M<0.01%-1,86813F-HRTimelineGroup
Wharton Business Group, LLC168,139$19.1M0.81%+32013F-HRTimeline
Garden State Investment Advisory Servic…154,234$18.1M4.9%+58,67013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,399$15.4M<0.01%-3,26313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN121,737$14.3M<0.01%+9,70713F-HRTimelineGroup
WIN ADVISORS, INC121,061$14.2M6.86%+73,69713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,053$12.7M<0.01%+2,13313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC102,512$12M<0.01%-24,26013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.97,623$11.5M0.02%-4,43613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding96,535$11.3M+6,372Timeline
COMMONWEALTH EQUITY SERVICES, LLC95,334$11.2M0.01%-5,28713F-HRTimeline
Private Advisor Group, LLC92,304$10.8M0.06%-1,00713F-HRTimeline
Capital Investment Counsel, LLC92,290$10.8M1.68%-2,60813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,329$10.4M<0.01%+28,35213F-HRTimelineGroup
Regal Investment Advisors LLC87,869$10.3M0.77%+35013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,174$9.53M0.02%+36,77313F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC79,243$9.31M0.57%+4,03413F-HRTimeline
Elevation Capital Advisory, LLC76,541$8.99M3.6%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,958$8.92M0.02%-1,37113F-HRTimeline
CWM, LLCin group CWM, LLC66,037$7.75M0.03%-28613F-HRTimelineGroup
Ethos Financial Group, LLC64,815$7.61M0.65%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,107$5.88M0.31%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC49,788$5.85M0.18%-1,02113F-HRTimeline
Meridian Wealth Management, LLC49,400$5.8M0.25%-1,66313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,539$5.74M<0.01%+13,31913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,759$5.73M0.01%+9213F-HRTimelineGroup
Cetera Investment Advisers47,778$5.61M0.01%+21,87013F-HRTimeline
Mariner, LLCin group Mariner, LLC46,361$5.44M0.01%+42,94013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC45,920$5.39M0.12%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,154$4.72M0.04%-8,09313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,597$4.65M0.01%-68413F-HR/ATimelineGroup
JPL Wealth Management, LLC39,516$4.64M1.25%-1613F-HRTimeline
Forge Financial Services LLC39,741$4.64M3.48%-1813F-HRTimeline
Chicago Partners Investment Group LLC36,515$4.3M0.12%+19013F-HRTimeline
Firestone Capital Management36,087$4.24M1%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,727$3.73M0.05%+1913F-HRTimelineGroup
Institute for Wealth Management, LLC.31,710$3.72M0.42%-16513F-HRTimeline
MML INVESTORS SERVICES, LLC29,804$3.5M0.01%+15,29613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,300$3.44M0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,090$3.42M0.03%+6,96613F-HRTimelineGroup
Prism Advisors, Inc.26,918$3.16M0.9%+6,10713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,201$2.84M0.1%-10,17313F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC22,022$2.59M0.31%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.20,624$2.42M0.41%013F-HRTimeline
Merit Financial Group, LLC20,217$2.37M0.03%013F-HRTimeline
FMR LLCin group FMR LLC20,215$2.37M<0.01%+36413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,954$2.34M<0.01%+9,24613F-HRTimelineGroup
BALANCED WEALTH GROUP LLC17,442$2.07M0.9%-17113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,082$2.01M0.05%+13,24913F-HRTimelineGroup
COMERICA BANK16,242$1.91M0.01%-65013F-HRTimeline
New England Private Wealth Advisors LLC15,844$1.89M0.28%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,481$1.7M0.03%-8713F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,375$1.69M0.02%-91113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,885$1.63M<0.01%+7,04313F-HRTimelineGroup
Wealthspire Retirement, LLC12,515$1.47M0.1%013F-HRTimeline
Parallel Advisors, LLC12,330$1.45M0.03%013F-HRTimeline
IHT Wealth Management, LLC12,293$1.44M0.04%-80913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.42M0.1%013F-HRTimeline
Investors Research Corp11,952$1.4M0.28%+1,12413F-HRTimeline
Blue Capital, Inc.11,115$1.31M0.93%13F-HRTimeline
Focus Financial Network, Inc.10,587$1.24M0.05%+28413F-HRTimeline
Steward Partners Investment Advisory, L…10,425$1.22M0.01%+10013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,930$1.17M<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC9,914$1.16M0.01%+3,55913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,800$1.15M0.1%-4813F-HRTimeline
Fisher Asset Management, LLC8,877$1.04M<0.01%new13F-HRTimeline
Prospera Financial Services Inc8,724$1.02M0.02%+1,05413F-HRTimeline
Waverly Advisors, LLC8,705$1.02M0.01%013F-HRTimeline
Mesirow Financial Investment Management…8,600$1.01M0.02%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,595$1.01M+8,095Timeline
FOUNDERS FINANCIAL SECURITIES LLC7,538$885K0.07%new13F-HRTimeline
Creative Planningin group Creative Planning7,445$874K<0.01%+18513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,273$854K0.01%-27513F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC7,048$828K0.15%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,921$813K0.04%-1,80113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,846$804K0.3%-13313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$769K0.01%013F-HRTimelineGroup
Glenmede Investment Management, LP6,442$757K<0.01%13F-HRTimeline
Armbruster Capital Management, Inc.6,370$748K0.14%013F-HRTimeline
MATHER GROUP, LLC.6,317$742K0.01%-43513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,270$736K0.01%013F-HRTimelineGroup
Covenant Asset Management, LLC6,034$709K0.15%-313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,921$695K0.05%new13F-HR/ATimeline
Claris Financial LLC5,620$660K0.5%-5013F-HRTimeline
PRIVATE TRUST CO NA5,145$604K0.06%+18313F-HRTimeline
Beacon Financial Advisory LLC5,105$600K0.16%+12513F-HRTimeline
Evolution Wealth Advisors, LLC5,000$587K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,791$563K<0.01%+33613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,220$496K<0.01%-2,13213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,196$493K<0.01%+77413F-HRTimelineGroup
Gateway Wealth Partners, LLC4,083$480K0.09%-6713F-HRTimeline
Ausdal Financial Partners, Inc.4,072$478K0.03%+1,11013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,031$473K0.03%013F-HRTimeline
Darwin Wealth Management, LLC4,000$470K0.16%013F-HRTimeline
HighTower Advisors, LLC3,922$461K<0.01%-3013F-HRTimeline
HFG Advisors, Inc.3,850$452K0.36%013F-HRTimeline
Janney Montgomery Scott LLC3,750$441K<0.01%+2013F-HRTimeline
BLAIR WILLIAM & CO/IL3,713$436K<0.01%013F-HRTimeline
Bawa N Mallick Trust3,609$424K0.18%013F-HRTimeline
Traction Financial Partners, LLC3,553$417K0.28%013F-HRTimeline
Orion Porfolio Solutions, LLC3,541$416K<0.01%new13F-HR/ATimeline
Independent Advisor Alliance3,512$412K0.01%new13F-HRTimeline
Advisor Resource Council3,512$412K0.2%new13F-HRTimeline
Maia Wealth LLC3,448$405K0.08%+75813F-HRTimeline
NorthRock Partners, LLC3,380$397K0.01%013F-HR/ATimeline
Eagle Bay Advisors LLC3,301$388K0.32%013F-HRTimeline
Carrera Capital Advisors3,200$376K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,108$365K<0.01%+1,27213F-HRTimeline
PFG Investments, LLC3,105$365K0.02%+28613F-HRTimeline
IAM Advisory, LLC3,084$362K0.09%013F-HRTimeline
Schrum Private Wealth Management LLC3,050$358K0.29%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,040$357K0.1%-7913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,039$357K<0.01%-61113F-HRTimeline
National Wealth Management Group, LLC3,022$355K0.2%+41413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,993$351K0.02%013F-HRTimelineGroup
Paragon Private Wealth Management, LLC2,911$342K0.14%013F-HRTimeline
Arkadios Wealth Advisors2,898$340K0.01%+3913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,765$325K0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,718$320K<0.01%-42913F-HRTimeline
Western Wealth Management, LLC2,712$318K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,687$316K0.02%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,593$305K0.09%-2,85913F-HRTimeline
Exchange Capital Management, Inc.2,532$297K0.04%013F-HRTimeline
Summit Financial, LLC2,524$296K0.01%-1,96213F-HRTimeline
&PARTNERS2,384$280K<0.01%-5313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,321$273K<0.01%+97613F-HRTimelineGroup
CHOREO, LLC2,320$272K<0.01%013F-HRTimeline
Verum Partners LLC2,318$272K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,307$271K<0.01%013F-HRTimelineGroup
Centurion Wealth Management LLC2,304$271K0.08%013F-HRTimeline
Investment Advisory Group, LLC2,300$270K0.08%013F-HRTimeline
Geneos Wealth Management Inc.2,295$270K0.01%-20913F-HRTimeline
Farther Finance Advisors, LLC2,295$270K0.01%+1,02013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,277$267K<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC2,277$267K<0.01%new13F-HRTimeline
Alamar Capital Management, LLC2,250$264K0.14%013F-HRTimeline
Chancellor Financial Group WB LP2,106$247K0.19%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,053$241K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,052$238K0.02%+2,05013F-HRTimeline
NorthCoast Asset Management LLC1,979$232K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,972$232K<0.01%new13F-HRTimeline
MAI Capital Management1,929$227K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,918$225K0.22%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$223K0.1%013F-HRTimeline
BFSG, LLC1,900$223K0.02%013F-HRTimeline
First Nebraska Trust Co1,844$217K0.02%new13F-HRTimeline
BBR PARTNERS, LLC1,775$208K0.01%new13F-HRTimeline
Horizon Wealth Management, LLC1,775$208K0.04%new13F-HRTimeline
Milestones Private Investment Advisors …1,766$207K0.15%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,570$184K0.01%-4813F-HRTimeline
Key Financial Inc1,485$174K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,241$146K0.01%-5013F-HRTimeline
Global Retirement Partners, LLC1,215$143K<0.01%13F-HRTimeline
Bristlecone Advisors, LLC1,090$128K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,012$119K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$118K<0.01%013F-HRTimelineGroup
EASTERN BANK1,000$117K<0.01%013F-HRTimeline
AE Wealth Management LLC959$113K<0.01%+76613F-HRTimeline
GoalVest Advisory LLC866$102K0.03%013F-HRTimeline
Ridgewood Investments LLC712$83.6K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$80.6K<0.01%+21013F-HRTimelineGroup
PFS Partners, LLC650$76.3K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$70.7K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA500$58.7K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…350$41.1K0.01%013F-HRTimeline
Beacon Capital Management, Inc.288$33.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC258$30.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management158$19K<0.01%013F-HRTimeline
Bank & Trust Co144$16.9K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…110$12.9K<0.01%013F-HRTimeline
Archer Investment Corp82$9.63K<0.01%013F-HRTimeline
Integrity Financial Corp /WA53$6.22K<0.01%013F-HRTimeline
AlphaCore Capital LLC45$5.29K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.38$4.46K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.24$2.77K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8$967<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC7$823<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$470<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.