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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

195 managers (196 13F filers) reported a position in PWB shares at 2025-09-30, 7,048,092 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
195
13F filers
196
New
21
Added
37
Reduced
67
Sold out
13
Shares held by filers
7,048,092

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,240,537$156M0.05%+175,64813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY829,701$104M0.01%-9,22813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/441,918$55.4M<0.01%-25,63613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC400,389$50.2M0.02%-5,24213F-HRTimelineGroup
Cambridge Investment Research Advisors,…285,941$35.9M0.1%+35,55013F-HRTimeline
UBS Group AGin group UBS Group AG195,072$24.5M<0.01%-6,00313F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC194,630$24.4M8.56%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,909$22.2M0.01%+88,58013F-HRTimelineGroup
Wharton Business Group, LLC166,409$20.9M0.91%-1,73013F-HRTimeline
Garden State Investment Advisory Servic…155,977$19.6M4.95%+1,74313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,031$16.2M<0.01%-2,36813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN123,137$15.4M<0.01%+1,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,079$13.9M<0.01%+3,02613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC108,127$13.6M0.02%+12,79313F-HRTimeline
WIN ADVISORS, INC103,315$13M6.31%-17,74613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.93,263$11.7M0.02%-4,36013F-HRTimelineGroup
Private Advisor Group, LLC91,822$11.5M0.06%-48213F-HRTimeline
Capital Investment Counsel, LLC91,497$11.5M1.69%-79313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding90,703$11.4M-5,832Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC90,013$11.3M<0.01%-12,49913F-HRTimelineGroup
Regal Investment Advisors LLC87,484$11M0.71%-38513F-HRTimeline
Cornerstone Wealth Management, LLC79,683$9.99M0.55%+44013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,976$8.9M0.02%-4,98213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,796$8.02M0.01%-14,37813F-HRTimelineGroup
CWM, LLCin group CWM, LLC63,464$7.96M0.02%-2,57313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,949$7.04M<0.01%+7,41013F-HRTimelineGroup
Cetera Investment Advisers51,966$6.52M0.01%+4,18813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,931$6.26M0.01%+1,17213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC49,773$6.24M0.01%+3,41213F-HRTimelineGroup
Dynamic Advisor Solutions LLC49,648$6.23M0.18%-14013F-HRTimeline
Meridian Wealth Management, LLC49,299$6.18M0.24%-10113F-HRTimeline
Mill Creek Capital Advisors, LLC45,920$5.76M0.12%013F-HRTimeline
Forge Financial Services LLC39,393$4.98M2.33%-34813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,163$4.91M0.01%-43413F-HRTimelineGroup
JPL Wealth Management, LLC38,714$4.86M1.15%-80213F-HRTimeline
Chicago Partners Investment Group LLC35,580$4.65M0.12%-93513F-HRTimeline
MML INVESTORS SERVICES, LLC36,463$4.57M0.01%+6,65913F-HRTimeline
Firestone Capital Management35,885$4.5M0.97%-20213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…35,083$4.4M0.03%-5,07113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …32,147$4.03M0.49%new13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,691$3.97M0.05%-3613F-HRTimelineGroup
Institute for Wealth Management, LLC.31,518$3.95M0.41%-19213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,021$3.64M0.03%-6913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management25,257$3.17M0.11%+1,05613F-HRTimelineGroup
Prism Advisors, Inc.24,402$3.06M0.83%-2,51613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,700$2.85M<0.01%-6,60013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC22,022$2.76M0.3%013F-HRTimeline
Merit Financial Group, LLC20,190$2.53M0.02%-2713F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.20,153$2.53M0.38%-47113F-HRTimeline
FMR LLCin group FMR LLC19,635$2.46M<0.01%-58013F-HRTimelineGroup
Integrated Wealth Concepts LLC18,502$2.32M0.02%+8,58813F-HRTimeline
Peck Wealth Management, LLC17,903$2.25M2.15%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,082$2.14M0.04%013F-HRTimelineGroup
BALANCED WEALTH GROUP LLC17,613$2.04M0.9%+17113F-HRTimeline
COMERICA BANK15,916$2M0.01%-32613F-HRTimeline
New England Private Wealth Advisors LLC15,844$1.99M0.26%013F-HRTimeline
Beacon Pointe Advisors, LLC14,500$1.82M0.02%+12513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,198$1.78M0.03%-28313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,950$1.62M<0.01%-93513F-HRTimelineGroup
Investors Research Corp12,575$1.58M0.29%+62313F-HRTimeline
Parallel Advisors, LLC12,330$1.55M0.03%013F-HRTimeline
Wealthspire Retirement, LLC12,267$1.54M0.1%-24813F-HR/ATimeline
IHT Wealth Management, LLC12,174$1.53M0.04%-11913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.51M0.09%013F-HRTimeline
Blue Capital, Inc.11,884$1.49M1.11%+76913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC10,986$1.38M1.31%13F-HRTimeline
Focus Financial Network, Inc.10,428$1.31M0.05%-15913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,422$1.31M0.1%+62213F-HRTimeline
Steward Partners Investment Advisory, L…10,167$1.28M0.01%-25813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$1.25M<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,930$1.25M<0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,927$1.25M0.07%+4,00613F-HRTimeline
Empirical Asset Management, LLC9,737$1.22M0.34%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,497$1.19M+902Timeline
Waverly Advisors, LLC8,705$1.09M0.01%013F-HRTimeline
Mesirow Financial Investment Management…8,600$1.08M0.02%013F-HRTimeline
Prospera Financial Services Inc8,417$1.06M0.02%-30713F-HRTimeline
Farther Finance Advisors, LLC8,347$1.05M0.02%+6,05213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,195$902K0.01%-7813F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT7,173$900K0.42%13F-HRTimeline
Janney Montgomery Scott LLC6,859$860K<0.01%+3,10913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,756$847K<0.01%+1,96513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC6,654$834K0.04%-26713F-HRTimeline
Creative Planningin group Creative Planning6,645$833K<0.01%-80013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$821K0.01%013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC6,495$815K0.06%-1,04313F-HRTimeline
Glenmede Investment Management, LP6,442$808K<0.01%013F-HRTimeline
Armbruster Capital Management, Inc.6,370$799K0.14%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,346$796K0.01%+7613F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,298$790K0.27%-54813F-HRTimeline
MATHER GROUP, LLC.6,256$785K0.01%-6113F-HRTimeline
Covenant Asset Management, LLC6,076$762K0.14%+4213F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,847$733K0.13%-1,20113F-HRTimeline
Orion Porfolio Solutions, LLC5,572$699K0.01%+2,03113F-HRTimeline
Maia Wealth LLC5,283$685K0.12%+1,83513F-HRTimeline
Claris Financial LLC5,412$679K0.39%-20813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,173$649K<0.01%+95313F-HRTimelineGroup
Beacon Financial Advisory LLC5,050$633K0.15%-5513F-HRTimeline
Evolution Wealth Advisors, LLC5,000$627K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.4,072$511K0.02%013F-HRTimeline
Darwin Wealth Management, LLC4,000$502K0.16%013F-HRTimeline
Elevation Capital Advisory, LLC3,937$494K0.2%-72,60413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,931$493K0.03%-10013F-HRTimeline
HighTower Advisors, LLC3,921$492K<0.01%-113F-HRTimeline
HFG Advisors, Inc.3,850$483K0.36%013F-HRTimeline
Gateway Wealth Partners, LLC3,746$470K0.06%-33713F-HRTimeline
BLAIR WILLIAM & CO/IL3,713$466K<0.01%013F-HRTimeline
Bawa N Mallick Trust3,609$453K0.17%013F-HRTimeline
Traction Financial Partners, LLC3,553$446K0.28%013F-HRTimeline
Independent Advisor Alliance3,512$440K0.01%013F-HRTimeline
NorthRock Partners, LLC3,380$424K0.01%013F-HRTimeline
Rede Wealth, LLC3,301$414K0.33%new13F-HRTimeline
Eagle Bay Advisors LLC3,301$414K0.33%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,300$414K0.03%new13F-HRTimeline
National Wealth Management Group, LLC3,246$407K0.15%+22413F-HRTimeline
Carrera Capital Advisors3,200$401K0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,108$390K<0.01%013F-HRTimeline
IAM Advisory, LLC3,065$384K0.09%-1913F-HRTimeline
Schrum Private Wealth Management LLC3,050$383K0.28%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,040$381K0.1%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,039$381K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,993$375K0.01%013F-HRTimelineGroup
PFG Investments, LLC2,966$372K0.02%-13913F-HRTimeline
Paragon Private Wealth Management, LLC2,911$365K0.12%013F-HRTimeline
Arkadios Wealth Advisors2,898$364K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,816$353K0.03%-2,32913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,765$347K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,733$343K<0.01%-17,22113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,641$331K<0.01%-1,55513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,628$330K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC2,620$329K0.01%+9613F-HRTimeline
Horizon Family Wealth, Inc.2,565$322K0.18%new13F-HRTimeline
Secure Asset Management, LLC2,545$320K0.05%new13F-HRTimeline
Western Wealth Management, LLC2,512$315K0.02%-20013F-HRTimeline
Kingsview Wealth Management, LLC2,427$304K<0.01%+15013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,388$302K<0.01%-33013F-HRTimeline
&PARTNERS2,382$299K<0.01%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,321$291K<0.01%013F-HR/ATimelineGroup
CHOREO, LLC2,320$291K<0.01%013F-HRTimeline
Verum Partners LLC2,318$291K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,307$289K<0.01%013F-HRTimelineGroup
Centurion Wealth Management LLC2,304$289K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,303$289K<0.01%new13F-HRTimelineGroup
Investment Advisory Group, LLC2,300$288K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,277$286K<0.01%013F-HRTimelineGroup
Alamar Capital Management, LLC2,250$282K0.15%013F-HRTimeline
Geneos Wealth Management Inc.2,180$273K0.01%-11513F-HRTimeline
Arax Advisory Partners2,177$273K<0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,170$272K0.07%-42313F-HRTimeline
Chancellor Financial Group WB LP2,107$264K0.19%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,053$257K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,043$256K0.01%-64413F-HRTimeline
Smartleaf Asset Management LLC2,052$256K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,972$247K<0.01%013F-HRTimeline
MAI Capital Management1,929$242K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,918$241K0.22%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$238K0.1%013F-HRTimeline
BFSG, LLC1,880$236K0.02%-2013F-HRTimeline
First Nebraska Trust Co1,844$231K0.02%013F-HRTimeline
Horizon Wealth Management, LLC1,775$223K0.03%013F-HRTimeline
Milestones Private Investment Advisors …1,766$221K0.15%013F-HRTimeline
Integrity Financial Corp /WA1,725$216K0.1%+1,67213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,691$212K0.08%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,632$212K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC1,613$202K<0.01%new13F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,602$201K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,528$192K0.01%-4213F-HRTimeline
Key Financial Inc1,485$187K0.03%013F-HRTimeline
Advisory Services Network, LLC1,425$179K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,241$156K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,215$152K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,012$127K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$126K<0.01%013F-HRTimelineGroup
EASTERN BANK1,000$125K<0.01%013F-HRTimeline
AE Wealth Management LLC958$120K<0.01%-113F-HRTimeline
GoalVest Advisory LLC866$109K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$86K<0.01%013F-HRTimelineGroup
PFS Partners, LLC650$81.5K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$75.5K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA500$62.7K<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC477$59.8K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC362$45.4K<0.01%new13F-HRTimeline
CX Institutional350$44K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC310$38.9K<0.01%+5213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…295$37K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC257$32.2K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management158$20K<0.01%013F-HRTimeline
Bank & Trust Co144$18.1K0.01%013F-HRTimeline
Beacon Capital Management, Inc.139$17.4K<0.01%-14913F-HRTimeline
Archer Investment Corp82$10.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC45$5.64K<0.01%013F-HRTimeline
Noble Wealth Management PBC45$5.64K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.38$4.77K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC7$878<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$502<0.01%013F-HRTimelineGroup