Skip to content
Disclosery

PWV INVESCO EXCHANGE TRADED FD T

Follow

LARGE CAP VALUE (fund)

159 managers (160 13F filers) reported a position in PWV shares at 2024-12-31, 10,997,118 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
159
13F filers
160
New
8
Added
39
Reduced
47
Sold out
11
Shares held by filers
10,997,118

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
MORGAN STANLEYin group MORGAN STANLEY3,668,338$209M0.01%+257,78613F-HR/ATimelineGroup
LPL Financial LLC1,052,031$59.8M0.02%-76,75713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/628,382$35.7M<0.01%+8,54613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…543,778$30.9M0.02%+8,16313F-HRTimelineGroup
UBS Group AGin group UBS Group AG502,394$28.6M0.01%+26113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC434,432$24.7M0.04%+12,97113F-HRTimeline
IAG Wealth Partners, LLC283,338$16.1M2.84%-19,26313F-HRTimeline
Atlas Private Wealth Advisors277,302$15.8M2.24%+40,43613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC258,292$14.7M0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,958$10.5M<0.01%+16,56713F-HRTimelineGroup
Wharton Business Group, LLC176,772$10.1M0.45%-2,49013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding152,068$8.65M+16,095Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA148,282$8.43M<0.01%-1,23313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN147,386$8.38M<0.01%-6,63113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,995$8.36M0.02%-38613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.145,594$8.28M0.11%-43013F-HRTimelineGroup
Regal Investment Advisors LLC122,613$6.97M0.52%+10,90613F-HRTimeline
Ullmann Wealth Partners Group, LLC119,623$6.8M0.88%-4,29613F-HRTimeline
Arkadios Wealth Advisors117,683$6.69M0.37%-3,86713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS110,514$6.29M0.02%-3,14113F-HRTimeline
Stonebridge Financial Group, LLC109,170$6.21M0.68%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,167$6.15M0.01%+22,67013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,283$4.79M0.05%-1,30913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC69,013$3.93M0.09%013F-HRTimeline
Cambridge Investment Research Advisors,…65,580$3.73M0.01%+30,40713F-HRTimeline
Good Life Advisors, LLC64,676$3.68M0.27%-58,26613F-HRTimeline
Cooksen Wealth, LLC52,311$2.98M2.74%013F-HRTimeline
Horizon Family Wealth, Inc.50,950$2.9M1.93%+26013F-HRTimeline
AGH Wealth Advisors, LLC45,223$2.57M2.38%13F-HRTimeline
Main Street Financial Solutions, LLC39,422$2.24M0.22%-20013F-HRTimeline
Firestone Capital Management37,513$2.13M0.53%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,262$2.12M<0.01%+41113F-HRTimelineGroup
Cetera Investment Advisers36,769$2.09M<0.01%+22013F-HRTimeline
Parallel Advisors, LLC35,150$2M0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,106$1.88M0.06%+29213F-HRTimelineGroup
Prosperity Consulting Group, LLC26,498$1.51M0.11%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,308$1.5M<0.01%-23613F-HRTimelineGroup
JNBA Financial Advisors25,378$1.44M0.15%-93913F-HRTimeline
WILLNER & HELLER, LLC25,023$1.42M1.25%+11213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,858$1.41M0.05%-84413F-HRTimelineGroup
Philip James Wealth Mangement, LLC24,844$1.41M0.18%-1,00513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,686$1.4M<0.01%+15,99113F-HRTimelineGroup
Maia Wealth LLC23,422$1.4M0.3%+8,79913F-HRTimeline
Evolution Advisers, Inc.24,300$1.38M0.76%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,717$1.18M<0.01%-18213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,316$1.16M<0.01%-26113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,850$1.07M<0.01%-70013F-HRTimeline
Waverly Advisors, LLC18,522$1.05M0.02%+2013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,124$1.03M<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC18,057$1.03M0.32%013F-HRTimeline
CPC Advisors, LLC18,023$1.03M0.14%013F-HRTimeline
Private Advisor Group, LLC18,008$1.02M0.01%-22713F-HRTimeline
Evercore Wealth Management, LLC17,782$1.01M0.02%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT17,776$1.01M0.09%-7913F-HRTimeline
HighTower Advisors, LLC16,980$966K<0.01%-3,19713F-HRTimeline
COMERICA BANK16,537$941K<0.01%+32513F-HR/ATimeline
Western Wealth Management, LLC16,249$924K0.06%-53713F-HR/ATimeline
FIDUCIENT ADVISORS LLC15,465$880K0.11%013F-HRTimeline
Institute for Wealth Management, LLC.14,611$831K0.1%-4613F-HRTimeline
Paragon Private Wealth Management, LLC14,265$811K0.37%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,447$765K0.41%-3813F-HRTimeline
Wealthspire Retirement, LLC11,990$682K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,227$639K<0.01%-2,13113F-HRTimelineGroup
Cornerstone Wealth Management, LLC10,755$612K0.04%013F-HRTimeline
Retirement Investment Advisors, Inc.10,502$597K0.06%-2,09613F-HRTimeline
Parker Financial LLC10,500$597K0.29%-2,99213F-HRTimeline
Janney Montgomery Scott LLC10,377$590K<0.01%+1,23813F-HRTimeline
Armbruster Capital Management, Inc.10,117$575K0.12%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,003$569K0.01%-2613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$558K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC9,405$535K<0.01%+11213F-HRTimelineGroup
Rockwood Wealth Management, LLC9,403$533K0.06%013F-HRTimeline
Bedel Financial Consulting, Inc.8,832$532K0.07%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,243$526K<0.01%-16,83713F-HRTimelineGroup
Strategic Investment Advisors / MI8,911$507K0.05%-5313F-HRTimeline
SimpliFi, Inc.8,878$505K0.23%-3113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,256$470K0.19%-8413F-HRTimeline
Clearstead Advisors, LLC8,105$461K0.01%+1113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,047$458K<0.01%+2,90213F-HR/ATimelineGroup
Prospera Financial Services Inc7,640$435K0.01%-18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,437$423K<0.01%-4713F-HR/ATimeline
Wescott Financial Advisory Group, LLC7,119$405K0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.7,104$404K<0.01%-6,18913F-HRTimeline
WealthShield Partners, LLC7,068$402K0.06%-16513F-HRTimeline
Geneos Wealth Management Inc.6,928$394K0.01%-1713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$372K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$370K0.03%013F-HRTimeline
RDA Financial Network6,350$361K0.11%+3013F-HRTimeline
Wedmont Private Capital6,223$352K0.02%+22313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,859$333K<0.01%new13F-HRTimelineGroup
O'Dell Group, LLC5,825$331K0.07%013F-HRTimeline
GREENLEAF TRUST5,388$306K<0.01%013F-HRTimeline
Financial Perspectives, Inc5,384$306K0.1%+113F-HRTimeline
True Wealth Design, LLC5,206$296K0.11%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$281K0.02%013F-HRTimeline
Independent Advisor Alliance4,835$275K<0.01%new13F-HRTimeline
Betterment LLC4,660$265K<0.01%+5813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,612$262K<0.01%+713F-HRTimelineGroup
WESBANCO BANK INC4,569$260K0.01%013F-HRTimeline
Alpha Cubed Investments, LLC4,532$258K0.01%-513F-HRTimeline
Solutions 4 Wealth, Ltd4,462$254K0.46%-513F-HRTimeline
Goldstein Advisors, LLC4,414$251K0.04%-1813F-HRTimeline
SeaCrest Wealth Management, LLC4,360$248K0.03%-613F-HRTimeline
IVC Wealth Advisors LLC4,290$244K0.14%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$234K<0.01%013F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,912$222K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,806$216K0.01%new13F-HRTimeline
NESTEGG ADVISORS, INC.3,579$214K0.22%13F-HRTimeline
Mission Creek Capital Partners, Inc.3,657$208K0.05%-7713F-HRTimeline
MRA Advisory Group3,655$208K0.11%-4713F-HRTimeline
Garden State Investment Advisory Servic…3,606$205K0.06%+1113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,534$201K<0.01%+1113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,505$199K<0.01%+1,34113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,409$194K<0.01%-59013F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC3,155$174K0.11%013F-HRTimeline
Key Financial Inc2,785$158K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC2,363$134K<0.01%+2,09913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$114K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,848$105K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,814$103K<0.01%013F-HRTimelineGroup
EASTERN BANK1,710$97.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,631$92.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,552$88.3K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,350$76.8K<0.01%013F-HRTimeline
MAI Capital Management1,338$76.1K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$73.7K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,175$66.8K0.02%013F-HRTimeline
ORG Partners LLC801$45.6K0.01%+413F-HRTimeline
PFG Private Wealth Management, LLC782$44.5K0.03%-182,31013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP768$43.7K<0.01%+9813F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…695$39.5K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC675$38.3K0.03%+413F-HRTimeline
Capital Investment Advisory Services, L…670$38.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC553$31.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA532$30.3K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$29.5K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$29.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC516$29.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC513$29.2K<0.01%+10013F-HRTimelineGroup
Bellwether Advisors, LLC424$24.1K<0.01%new13F-HRTimeline
Noble Wealth Management PBC384$21.8K0.02%13F-HRTimeline
Ridgewood Investments LLC350$19.9K0.01%013F-HRTimeline
NBZ Investment Advisors LLC335$19.1K0.01%13F-HRTimeline
Hanson & Doremus Investment Management326$19K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$18.2K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$17K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$16.6K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC229$13K<0.01%013F-HRTimeline
IFP Advisors, Inc200$11.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$10.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC120$6.83K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$5.69K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$3.3K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.44$2.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd40$2.27K<0.01%013F-HRTimeline
NFSG Corp39$2.19K<0.01%+113F-HRTimeline
AE Wealth Management LLC14$796<0.01%new13F-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.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.