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Disclosery

PWV INVESCO EXCHANGE TRADED FD T

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LARGE CAP VALUE (fund)

169 managers (170 13F filers) reported a position in PWV shares at 2025-09-30, 12,022,829 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
169
13F filers
170
New
10
Added
53
Reduced
38
Sold out
7
Shares held by filers
12,022,829

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
MORGAN STANLEYin group MORGAN STANLEY3,626,334$236M0.01%-108,87313F-HR/ATimelineGroup
LPL Financial LLC1,529,382$99.7M0.03%+157,83113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/815,643$53.2M<0.01%+41,55513F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…564,431$36.8M0.02%+25,66113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC508,334$33.1M0.04%+28,39413F-HRTimeline
UBS Group AGin group UBS Group AG486,139$31.7M0.01%-11,67913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC327,464$21.4M0.01%+64,00413F-HRTimelineGroup
IAG Wealth Partners, LLC316,933$20.7M2.48%+6,87613F-HRTimeline
Atlas Private Wealth Advisors220,281$14.4M3.52%-229,08213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC201,960$13.2M<0.01%+7,80913F-HRTimelineGroup
Wharton Business Group, LLC170,370$11.1M0.49%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167,660$10.9M<0.01%-6,66313F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.155,562$10.1M0.42%+33,53613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.153,792$10M0.12%+2,61013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding147,651$9.63M-9,734Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA139,636$9.11M<0.01%-1,55813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,764$8.92M0.02%-7,26113F-HRTimelineGroup
Regal Investment Advisors LLC133,371$8.7M0.57%+1,66313F-HRTimeline
Ullmann Wealth Partners Group, LLC108,293$7.06M0.77%-1,97413F-HRTimeline
Stonebridge Financial Group, LLC107,298$7M0.62%-9813F-HRTimeline
Arkadios Wealth Advisors106,525$6.95M0.17%+6,35113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,877$6.84M0.01%-56513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.104,744$6.83M0.05%+32213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,554$5.36M0.01%-44,32413F-HRTimelineGroup
Cetera Investment Advisers80,623$5.26M0.01%+5,31213F-HRTimeline
Mill Creek Capital Advisors, LLC69,013$4.5M0.09%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC63,837$4.16M1.76%new13F-HRTimeline
Private Advisor Group, LLC63,534$4.14M0.02%+44,87213F-HRTimeline
Horizon Family Wealth, Inc.51,896$3.38M1.94%+23213F-HRTimeline
Cooksen Wealth, LLC51,511$3.36M2.51%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,852$3.32M<0.01%+6,30813F-HR/ATimelineGroup
AGH Wealth Advisors, LLC50,256$3.28M2.4%+3,93913F-HRTimeline
Main Street Financial Solutions, LLC39,322$2.56M0.16%013F-HRTimeline
Firestone Capital Management37,513$2.45M0.53%013F-HRTimeline
Parallel Advisors, LLC35,936$2.34M0.04%+78613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,774$2.27M<0.01%-2,01513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,135$2.23M<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management33,459$2.18M0.07%+8213F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,160$1.9M0.01%-48,44113F-HRTimeline
Prosperity Consulting Group, LLC26,498$1.73M0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC25,335$1.65M<0.01%-69913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,840$1.62M<0.01%+93113F-HRTimelineGroup
Evolution Advisers, Inc.24,300$1.58M0.71%013F-HRTimeline
WILLNER & HELLER, LLC22,582$1.47M1.13%+10013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,500$1.47M<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors19,359$1.26M0.11%-1,41813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,757$1.22M<0.01%+9913F-HRTimeline
Waverly Advisors, LLC18,593$1.21M0.01%+1713F-HRTimeline
Mariner, LLCin group Mariner, LLC18,524$1.21M<0.01%-50013F-HRTimelineGroup
FMR LLCin group FMR LLC18,248$1.19M<0.01%+1,43613F-HRTimelineGroup
Philip James Wealth Mangement, LLC18,245$1.19M0.14%-5,58213F-HRTimeline
CPC Advisors, LLC17,831$1.16M0.12%+1,58013F-HRTimeline
Evercore Wealth Management, LLC17,782$1.16M0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,597$1.15M0.08%+2,63413F-HRTimelineGroup
Western Wealth Management, LLC17,381$1.13M0.06%+1,01313F-HRTimeline
HighTower Advisors, LLC15,772$1.03M<0.01%-44313F-HRTimeline
COMERICA BANK15,556$1.01M<0.01%+8513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,530$1.01M<0.01%+25713F-HRTimelineGroup
FIDUCIENT ADVISORS LLC15,465$1.01M0.12%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,787$964K0.08%-15013F-HRTimeline
Institute for Wealth Management, LLC.14,315$934K0.1%+113F-HRTimeline
Paragon Private Wealth Management, LLC14,265$930K0.3%013F-HRTimeline
HRT FINANCIAL LP13,273$865K<0.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,247$864K0.4%-20013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,780$833K<0.01%+30013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,148$792K<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC11,887$775K0.21%013F-HRTimeline
Wealthspire Retirement, LLC11,315$738K0.05%013F-HR/ATimeline
Cornerstone Wealth Management, LLC10,998$717K0.04%+19013F-HRTimeline
Creative Planningin group Creative Planning10,687$697K<0.01%+92213F-HRTimelineGroup
Retirement Investment Advisors, Inc.10,393$678K0.06%013F-HRTimeline
Armbruster Capital Management, Inc.10,117$660K0.11%013F-HRTimeline
Janney Montgomery Scott LLC9,991$652K<0.01%-30013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$640K0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,650$629K0.01%-1513F-HRTimelineGroup
Bedel Financial Consulting, Inc.8,832$576K0.07%013F-HRTimeline
SimpliFi, Inc.8,760$571K0.24%-24313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,154$532K0.18%-17513F-HRTimeline
Clearstead Advisors, LLC8,142$531K0.01%+913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,047$525K<0.01%013F-HRTimelineGroup
Strategic Investment Advisors / MI390$522K0.06%-7,59513F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,397$501K<0.01%-48,76613F-HRTimelineGroup
Prospera Financial Services Inc7,398$482K0.01%-17813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,323$477K<0.01%-16,93513F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$464K0.04%013F-HRTimeline
Geneos Wealth Management Inc.6,935$452K0.01%+313F-HRTimeline
RDA Financial Network6,600$430K0.11%+25013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$427K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$424K0.03%013F-HRTimeline
Parker Financial LLC6,429$419K0.17%-24913F-HRTimeline
Wedmont Private Capital6,223$405K0.02%013F-HRTimeline
Rockwood Wealth Management, LLC6,049$394K0.03%013F-HRTimeline
WealthShield Partners, LLC5,798$378K0.04%-15513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,509$360K<0.01%+1,83313F-HRTimelineGroup
Financial Perspectives, Inc5,419$353K0.1%+1313F-HRTimeline
GREENLEAF TRUST5,388$351K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,346$349K0.01%+613F-HRTimeline
Solutions 4 Wealth, Ltd5,244$342K0.53%+48813F-HRTimeline
True Wealth Design, LLC5,206$339K0.1%013F-HRTimeline
Dodds Wealth, LLC5,170$337K0.08%new13F-HRTimeline
Alpha Cubed Investments, LLC5,011$327K0.01%-36013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$322K0.02%013F-HRTimeline
Summit Financial, LLC4,890$319K<0.01%+27113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,674$305K<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC4,569$298K0.01%013F-HRTimeline
Goldstein Advisors, LLC4,460$291K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,413$288K<0.01%+613F-HRTimelineGroup
IVC Wealth Advisors LLC4,290$280K0.13%013F-HRTimeline
Independent Advisor Alliance4,192$273K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC4,171$271K0.03%+313F-HRTimeline
Farther Finance Advisors, LLC4,129$269K<0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$269K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC4,095$267K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC3,877$253K<0.01%+9013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,871$252K0.01%013F-HRTimeline
MRA Advisory Group3,688$240K0.1%+1313F-HRTimeline
NESTEGG ADVISORS, INC.3,646$238K0.21%+1613F-HRTimeline
Garden State Investment Advisory Servic…3,640$237K0.06%+1013F-HRTimeline
OneDigital Investment Advisors LLC3,614$236K<0.01%-59313F-HRTimeline
Mason & Associates Inc3,460$226K0.05%013F-HRTimeline
Alpha Financial Advisors, LLC3,405$222K0.08%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,397$222K0.07%+7913F-HRTimeline
Wealth Group Ltd3,300$215K0.05%013F-HRTimeline
PRIVATE TRUST CO NA3,263$213K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,123$204K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,859$186K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,843$185K0.01%+2,10613F-HRTimelineGroup
Key Financial Inc2,785$181K0.03%013F-HRTimeline
HOWE & RUSLING INC2,694$176K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,589$169K0.15%+1213F-HRTimeline
CWM, LLCin group CWM, LLC2,137$139K<0.01%-25913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$130K<0.01%013F-HRTimelineGroup
EASTERN BANK1,710$112K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,536$100K<0.01%013F-HRTimeline
CX Institutional1,459$95K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,392$90.8K<0.01%-16013F-HRTimeline
MAI Capital Management1,338$87.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$84.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,192$77.7K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$76.6K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,115$72.7K0.01%+46513F-HRTimeline
BLAIR WILLIAM & CO/IL850$55.4K<0.01%-47513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…738$48.1K0.01%-2013F-HRTimelineGroup
Frazier Financial Advisors, LLC687$44.8K0.03%+313F-HRTimeline
Capital Investment Advisory Services, L…670$43.7K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.578$37.7K<0.01%-44513F-HRTimeline
Glenmede Investment Management, LP548$35.7K<0.01%-1,30013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …550$35.5K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC525$34.2K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$33.8K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$33.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC516$33.7K<0.01%013F-HRTimeline
Arax Advisory Partners450$29.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC413$26.9K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC350$22.8K0.01%13F-HRTimeline
NBZ Investment Advisors LLC335$21.8K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$20.9K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$19.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$19K<0.01%013F-HRTimeline
NewEdge Advisors, LLC247$16.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC229$14.9K<0.01%013F-HRTimeline
IFP Advisors, Inc200$13K<0.01%013F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC181$11.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC120$7.74K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$6.52K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$3.78K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$2.87K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd40$2.61K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.