Invesco Buyback Achievers EtPKWETF

13F holders, Q1 2024 (March 31)
201holders
1famous investor
$107.84avg. 13F price*

At the end of Q1 2024, 201 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings. The largest holders were Bank of America Corp. ($57.6M), LPL Financial LLC ($42.5M) and Morgan Stanley ($36.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Buyback Achievers Et
CUSIP
46137V308
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 201Q1 2024Q2 2024: 200Q2 2024Q3 2024: 214Q3 2024Q4 2024: 225Q4 2024Q1 2025: 213Q1 2025Q2 2025: 230Q2 2025Q3 2025: 242Q3 2025Q4 2025: 246Q4 2025Q1 2026: 251Q1 2026Q2 2026: 251Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$19.1M
Exits18$14.0M

Ownership 201 holders

Bank of America Corp. 0.01% Add +3.2% 531,975 $57.6M
LPL Financial LLC 0.02% Add +4.2% 392,268 $42.5M
Morgan Stanley 0.00% Reduce -4.9% 334,121 $36.2M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.4% 180,443 $19.5M
Wells Fargo & Company 0.01% Reduce -8.2% 175,965 $19.0M
UBS Group AG 0.00% Add +7.0% 115,022 $12.4M
Pacific Wealth Strategies Group, Inc. 9.45% Add +2.6% 104,429 $11.3M
Mariner, LLC 0.02% Add +60.4% 84,257 $9.1M
Truist Financial Corp. 0.01% Reduce -5.6% 83,196 $9.0M
Curtis Advisory Group, LLC 3.47% Add +0.5% 82,715 $9.0M
Envestnet Asset Management Inc. 0.00% Reduce -9.8% 74,939 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -14.2% 67,540 $7.3M
Resonant Capital Advisors, LLC 0.59% Add +0.3% 64,084 $6.9M
B. Riley Wealth Advisors, Inc. 0.17% New 71,926 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +2.9% 59,122 $6.4M
Raymond James & Associates 0.00% Reduce -4.0% 57,058 $6.2M
Bank of New York Mellon Corp 0.00% Add +0.0% 54,592 $5.9M
Osaic Holdings, Inc. 0.01% Reduce -0.8% 52,654 $5.7M
Cahill Financial Advisors Inc. 0.73% Add +0.3% 49,730 $5.4M
Royal Bank of Canada 0.00% Reduce -3.1% 46,505 $5.0M
Equitable Holdings, Inc. 0.06% Reduce -3.7% 46,330 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.5% 42,898 $4.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.2% 42,090 $4.6M
FMR LLC 0.00% Add +4.0% 39,454 $4.3M
Prime Capital Investment Advisors, LLC 0.06% Add +2.3% 38,455 $4.2M
Koshinski Asset Management, Inc. 0.42% New 37,776 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.4% 35,136 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -7.5% 32,990 $3.6M
Goldman Sachs Group Inc. 0.00% Add +10.4% 32,279 $3.5M
GHP Investment Advisors, Inc. 0.16% Reduce -1.8% 29,176 $3.2M
9258 Wealth Management, LLC 0.46% No change 27,250 $2.9M
Cetera Investment Advisers 0.01% Add +205.6% 27,110 $2.9M
Private Advisor Group, LLC 0.02% Reduce -2.7% 26,783 $2.9M
Madison Asset Management, LLC 0.03% No change 23,558 $2.5M
Flagship Harbor Advisors, LLC 0.15% Reduce -8.2% 21,765 $2.4M
HighTower Advisors, LLC 0.00% Reduce -15.9% 20,573 $2.2M
Park Edge Advisors, LLC 0.61% New 20,362 $2.2M
Stifel Financial Corp. 0.00% Add +9.0% 18,767 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +8.9% 16,719 $1.8M
Scotia Capital Inc. 0.01% Reduce -1.4% 16,303 $1.8M
MML Investors Services, LLC 0.01% Reduce -50.5% 16,237 $1.8M
Pacific Sun Financial Corp 0.97% No change 15,400 $1.7M
Essex Financial Services, Inc. 0.15% Add +1.9% 15,267 $1.7M
NorthCoast Asset Management LLC 0.02% Reduce -6.1% 14,730 $1.6M
Waverly Advisors, LLC 0.04% New 14,182 $1.5M
Breakwater Capital Group 0.38% Add +5.4% 14,082 $1.5M
IFG Advisory, LLC 0.11% Reduce -1.5% 13,170 $1.4M
Thoroughbred Financial Services, LLC 0.14% Reduce -14.9% 13,070 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -5.9% 12,727 $1.4M
Carnegie Investment Counsel 0.04% Add +27.7% 12,210 $1.3M
Silver Oak Securities, Incorporated 0.20% New 11,811 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -12.8% 11,105 $1.2M
Tsfg, LLC 0.29% Add +0.1% 10,751 $1.2M
One Wealth Map LLC 0.76% Reduce -11.4% 11,155 $1.1M
Destiny Wealth Partners, LLC 0.20% Reduce -8.9% 10,244 $1.1M
Argent Trust Co 0.05% No change 9,858 $1.1M
Creative Planning 0.00% Add +0.0% 9,771 $1.1M
Susquehanna International Group, LLP 0.00% Add +157.3% 9,724 $1.1M
Tempus Wealth Planning, LLC 0.46% Add +14.6% 9,723 $1.1M
Lane & Associates LLC 0.66% Reduce -1.9% 9,661 $1.0M
Whittier Trust Co. of Nevada Inc. 0.03% No change 9,600 $1.0M
Cornerstone Wealth Management, LLC 0.08% Add +0.6% 9,402 $1.0M
Gator Capital Management, LLC 0.52% No change 9,376 $1.0M
NewEdge Advisors, LLC 0.01% Add +0.2% 9,035 $978K
Roman Butler Fullerton & Co. 0.36% Reduce -12.7% 9,357 $963K
Tradition Wealth Management, LLC 0.09% Reduce -7.6% 8,588 $929K
Independent Family Office, LLC 0.49% No change 8,414 $911K
AllSquare Wealth Management LLC 0.52% Reduce -0.6% 8,252 $893K
Cibc World Market Inc. 0.00% Reduce -0.1% 7,920 $857K
Collaborative Wealth Managment Inc. 0.42% No change 7,711 $835K
Calton & Associates, Inc. 0.40% Reduce -0.7% 7,646 $827K
S.A. Mason LLC 0.49% Add +0.1% 7,527 $815K
Financial Advocates Investment Management 0.05% No change 7,486 $810K
Janney Montgomery Scott LLC 0.00% Add +19.4% 7,308 $791K
Northeast Financial Consultants Inc 0.04% No change 7,100 $768K
Federation des caisses Desjardins du Quebec 0.01% Reduce -5.5% 6,849 $741K
Ancora Advisors LLC 0.02% No change 6,732 $729K
Capital Investment Advisory Services, LLC 0.07% Add +2.9% 6,353 $688K
SignalPoint Asset Management, LLC 0.19% No change 6,306 $683K
&partners 0.09% New 5,987 $648K
MAI Capital Management 0.01% Add +0.2% 5,830 $631K
Independent Wealth Network Inc. 0.29% Reduce -1.6% 5,741 $621K
Montag A & Associates Inc. 0.03% Add +0.6% 5,423 $587K
Cwm, LLC 0.00% Reduce -17.7% 5,339 $578K
Avantax Advisory Services, Inc. 0.01% Add +10.6% 5,297 $573K
Merit Financial Group, LLC 0.01% Add +0.0% 5,535 $570K
Means Investment Co., Inc. 0.07% Reduce -12.4% 5,158 $558K
Principal Securities, Inc. 0.02% Reduce -2.0% 5,145 $557K
Stratos Wealth Partners, LTD. 0.01% Add +0.0% 4,993 $540K
BigSur Wealth Management LLC 0.17% New 4,900 $530K
Wintrust Investments LLC 0.04% Reduce -0.2% 4,486 $486K
JBR Co Financial Management Inc 0.38% New 4,427 $479K
Two Sigma Advisers, LP 0.00% Reduce -88.3% 4,302 $466K
WealthBridge Capital Management, LLC 0.16% Add +10.3% 4,295 $465K
National Bank of Canada 0.00% Add +89.0% 4,300 $452K
J.W. Cole Advisors, Inc. 0.02% No change 4,161 $450K
D.A. Davidson & Co. 0.00% New 4,116 $445K
Stokes Family Office, LLC 0.05% No change 4,060 $439K
Sensible Money, LLC 0.23% No change 4,019 $435K
Asset Dedication, LLC 0.03% No change 3,982 $431K

"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.

Show all 201 holders