Invesco Buyback Achievers EtPKWETF

13F holders, Q3 2024 (September 30)
214holders +14
20new positions
6sold out
2famous investors
$114.31avg. 13F price*

At the end of Q3 2024, 214 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 14 from Q2 2024. 20 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($68.4M), LPL Financial LLC ($42.5M) and Morgan Stanley ($37.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions20$5.8M
Exits6$2.3M

All 13F filers, Q2 2024 → Q3 2024: 160,292 shares bought and 131,418 shares sold, net +28,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 214 holders

Bank of America Corp. 0.01% Add +3.8% 597,423 $68.4M
LPL Financial LLC 0.02% Reduce -5.1% 371,348 $42.5M
Morgan Stanley 0.00% Add +1.0% 325,921 $37.3M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.6% 173,863 $19.9M
Wells Fargo & Company 0.00% Reduce -4.6% 166,512 $19.1M
UBS Group AG 0.00% Add +8.6% 120,516 $13.8M
Pacific Wealth Strategies Group, Inc. 9.73% Add +8.6% 114,159 $13.1M
Legacy Capital Wealth Partners, LLC 2.19% Add +27.4% 100,315 $11.0M
Mariner, LLC 0.02% Add +0.1% 84,035 $9.6M
Raymond James & Associates 0.01% Reduce -1.9% 77,038 $8.8M
Truist Financial Corp. 0.01% Reduce -1.2% 77,009 $8.8M
Curtis Advisory Group, LLC 2.34% Add +1.5% 72,099 $8.3M
Envestnet Asset Management Inc. 0.00% Add +1.1% 71,651 $8.2M
Resonant Capital Advisors, LLC 0.54% No change 64,084 $7.3M
Ameriprise Financial Inc. 0.00% Add +1.0% 61,287 $7.0M
Koshinski Asset Management, Inc. 0.59% Add +10.4% 59,934 $6.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.2% 58,788 $6.7M
Cahill Financial Advisors Inc. 0.76% Reduce -1.5% 48,351 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -5.4% 48,210 $5.5M
Equitable Holdings, Inc. 0.05% Reduce -1.1% 46,500 $5.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.2% 44,621 $5.1M
Royal Bank of Canada 0.00% Reduce -1.3% 44,452 $5.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.2% 42,099 $4.8M
FMR LLC 0.00% Add +2.3% 40,287 $4.6M
Prime Capital Investment Advisors, LLC 0.06% Reduce -0.8% 37,160 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -39.7% 32,940 $3.8M
JPMorgan Chase & Co. 0.00% Add +1.9% 31,781 $3.6M
Private Advisor Group, LLC 0.02% Add +2.9% 28,916 $3.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -27.2% 28,231 $3.2M
GHP Investment Advisors, Inc. 0.15% Reduce -1.4% 27,852 $3.2M
Cetera Investment Advisers 0.01% Add +0.7% 27,601 $3.2M
Park Edge Advisors, LLC 0.86% Add +26.9% 26,431 $3.0M
Madison Asset Management, LLC 0.03% No change 23,058 $2.6M
9258 Wealth Management, LLC 0.36% Reduce -22.0% 21,250 $2.4M
Flagship Harbor Advisors, LLC 0.13% Reduce -1.1% 20,528 $2.4M
HighTower Advisors, LLC 0.00% Reduce -0.1% 20,406 $2.3M
Thoroughbred Financial Services, LLC 0.15% Add +1.4% 19,983 $2.3M
Smart Portfolios, LLC 2.27% Reduce -11.9% 19,428 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Add +0.8% 18,986 $2.2M
Stifel Financial Corp. 0.00% Reduce -2.5% 18,502 $2.1M
Essex Financial Services, Inc. 0.14% Add +1.7% 16,567 $1.9M
Breakwater Capital Group 0.37% Add +5.7% 16,145 $1.8M
Scotia Capital Inc. 0.01% Add +0.0% 15,787 $1.8M
Pacific Sun Financial Corp 0.95% Reduce -0.3% 14,980 $1.7M
Carnegie Investment Counsel 0.05% Add +5.6% 14,635 $1.7M
Waverly Advisors, LLC 0.03% No change 13,996 $1.6M
IFG Advisory, LLC 0.10% Add +10.5% 13,987 $1.6M
NorthCoast Asset Management LLC 0.01% Add +1.0% 14,209 $1.6M
One Wealth Map LLC 0.81% Add +4.4% 11,854 $1.4M
Susquehanna International Group, LLP 0.00% New 11,865 $1.4M
Creative Planning 0.00% Reduce -0.4% 10,894 $1.2M
Cornerstone Wealth Management, LLC 0.08% Reduce -4.5% 10,532 $1.2M
Tsfg, LLC 0.26% Reduce -2.3% 10,501 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -54.3% 10,427 $1.2M
Tempus Wealth Planning, LLC 0.43% Add +1.8% 10,306 $1.2M
MML Investors Services, LLC 0.00% Add +5.4% 10,150 $1.2M
Destiny Wealth Partners, LLC 0.20% Reduce -4.0% 9,832 $1.1M
Argent Trust Co 0.05% Reduce -1.5% 9,710 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% No change 9,600 $1.1M
Gator Capital Management, LLC 0.47% No change 9,376 $1.1M
Tradition Wealth Management, LLC 0.09% Add +0.1% 9,226 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -0.1% 8,846 $1.0M
Independent Family Office, LLC 0.48% No change 8,414 $964K
AllSquare Wealth Management LLC 0.53% Reduce -0.2% 8,085 $926K
Collaborative Wealth Managment Inc. 0.40% No change 7,711 $883K
Cibc World Market Inc. 0.00% Reduce -3.3% 7,655 $877K
S.A. Mason LLC 0.46% Add +0.3% 7,551 $865K
Citadel Advisors 0.00% Add +344.3% 7,526 $862K
WealthBridge Capital Management, LLC 0.24% Add +48.0% 7,343 $841K
Ancora Advisors LLC 0.02% No change 7,132 $817K
Northeast Financial Consultants Inc 0.04% No change 7,100 $813K
Calton & Associates, Inc. 0.29% Reduce -7.2% 6,671 $764K
Capital Investment Advisory Services, LLC 0.07% Add +0.2% 6,546 $750K
Stratos Wealth Partners, LTD. 0.01% Add +3.3% 6,238 $714K
&partners 0.01% Reduce -16.7% 6,232 $714K
SignalPoint Asset Management, LLC 0.16% No change 6,089 $696K
EP Wealth Advisors, LLC 0.01% New 6,001 $687K
Goldman Sachs Group Inc. 0.00% New 5,968 $683K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.8% 5,949 $681K
GTS Securities LLC 0.01% Reduce -33.3% 5,757 $659K
MAI Capital Management 0.01% Reduce -4.5% 5,590 $640K
Independent Wealth Network Inc. 0.28% Reduce -3.0% 5,562 $637K
Montag A & Associates Inc. 0.03% Add +0.0% 5,428 $622K
Lane & Associates LLC 0.33% Reduce -9.6% 5,360 $614K
Merit Financial Group, LLC 0.01% Add +0.0% 5,278 $604K
JBR Co Financial Management Inc 0.39% Reduce -5.6% 5,258 $602K
Avantax Advisory Services, Inc. 0.00% Add +0.1% 5,150 $590K
Means Investment Co., Inc. 0.07% Reduce -0.3% 5,145 $589K
Jones Financial Companies LLLP 0.00% Add +109.7% 4,927 $564K
BigSur Wealth Management LLC 0.15% No change 4,900 $561K
National Bank of Canada 0.00% Add +9.8% 4,660 $534K
Cwm, LLC 0.00% Reduce -12.9% 4,648 $532K
D.A. Davidson & Co. 0.00% Add +14.3% 4,426 $507K
Petix & Botte Co 0.13% No change 4,296 $492K
Citigroup Inc. 0.00% Add +19.3% 4,238 $485K
J.W. Cole Advisors, Inc. 0.02% Add +0.0% 4,163 $477K
Principal Securities, Inc. 0.01% Reduce -22.8% 4,103 $470K
Stokes Family Office, LLC 0.05% Reduce -0.5% 4,040 $463K
Sensible Money, LLC 0.20% No change 4,019 $460K
Financial Advocates Investment Management 0.03% No change 3,999 $458K
Asset Dedication, LLC 0.03% No change 3,982 $456K
PNC Financial Services Group, Inc. 0.00% Add +0.0% 3,927 $450K
Wealthcare Advisory Partners LLC 0.01% Add +6.8% 3,770 $432K
Jane Street Group, LLC 0.00% New 3,769 $432K
Modern Wealth Management, LLC 0.03% Add +0.1% 3,765 $431K
Leelyn Smith, LLC 0.07% No change 3,526 $404K
Mercer Global Advisors Inc. 0.00% No change 3,506 $401K
Barometer Capital Management Inc. 0.12% New 3,500 $401K
Corient Private Wealth LP 0.00% Add +30.9% 3,462 $396K
WBH Advisory Inc. 0.04% Add +0.0% 3,410 $390K
Ergawealth Advisors, Inc. 0.19% Add +1.9% 3,348 $383K
Pure Financial Advisors, LLC 0.01% No change 3,340 $382K
Archer Investment Corp 0.10% Reduce -8.1% 3,312 $379K
M&T Bank Corp 0.00% No change 3,250 $372K
Integrated Wealth Concepts LLC 0.00% Reduce -2.8% 3,227 $370K
Regal Investment Advisors LLC 0.03% Reduce -1.1% 3,169 $363K
Capital Advisors, Ltd. LLC 0.04% No change 3,160 $362K
Prospera Financial Services Inc 0.01% No change 3,129 $358K
Quantinno Capital Management LP 0.00% Reduce -0.1% 3,058 $350K
Capital Market Strategies LLC 0.21% Reduce -0.7% 2,976 $341K
American Institute for Advanced Investment Management, LLP 0.24% No change 2,900 $332K
First Manhattan Co. Llc. 0.00% No change 2,900 $332K
Level Four Advisory Services, LLC 0.01% No change 2,883 $329K
Elevation Capital Advisory, LLC 0.14% New 2,824 $323K
GeoWealth Management, LLC 0.01% New 2,824 $323K
US Bancorp \de 0.00% Add +23.7% 2,786 $319K
Tower Research Capital LLC (TRC) 0.01% Reduce -1.6% 2,783 $319K
Tyler-Stone Wealth Management 0.06% Add +100.2% 2,705 $310K
Measured Wealth Private Client Group, LLC 0.10% No change 2,691 $308K
Miller Investment Management, LP 0.03% No change 2,675 $306K
Axxcess Wealth Management, LLC 0.01% No change 2,656 $304K
Sanctuary Advisors, LLC 0.00% Reduce -7.7% 2,446 $303K
Bank of Montreal 0.00% Reduce -7.7% 2,617 $299K
Banco Santander, S.A. 0.00% No change 2,554 $292K
Triton Wealth Management, PLLC 0.16% No change 2,528 $289K
Arkadios Wealth Advisors 0.02% Add +0.0% 2,500 $286K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.9% 2,500 $286K
Hudock, Inc. 0.05% Reduce -23.6% 2,474 $283K
360 Financial, Inc. 0.10% Reduce -8.6% 2,383 $273K
Tidemark, LLC 0.11% No change 2,379 $273K
CIBC Private Wealth Group LLC 0.00% No change 2,300 $263K
1858 Wealth Management, LLC 0.22% No change 2,295 $263K
Tiaa Trust, National Association 0.00% Reduce -8.6% 2,277 $261K
Lanark Financial, Inc. 0.02% No change 2,171 $248K
D. E. Shaw & Co. 0.00% No change 2,140 $245K
PFG Advisors 0.02% No change 2,125 $243K
Financial Security Advisor, Inc. 0.06% Add +0.2% 2,108 $241K
Aspect Partners, LLC 0.13% Add +0.2% 2,082 $238K
Mission Wealth Management, LP 0.01% No change 2,000 $229K
Kelman-Lazarov, Inc. 0.04% No change 1,980 $227K
Lodestar Private Asset Management LLC 0.03% New 1,914 $219K
Clark Capital Management Group, Inc. 0.00% New 1,842 $211K
Key Client Fiduciary Advisors, LLC 0.10% New 1,832 $210K
Sentry LLC 0.04% Reduce -22.0% 1,825 $209K
Apollon Financial, LLC 0.06% Reduce -8.9% 1,808 $207K
USAdvisors Wealth Management, LLC 0.07% New 4,725 $203K
Dynamic Advisor Solutions LLC 0.01% New 1,768 $203K
Lion Street Advisors, LLC 0.07% New 1,761 $202K
Wedbush Securities Inc. 0.01% Reduce -45.8% 1,751 $201K
Trust Co. of Vermont 0.01% No change 1,751 $201K
Sandy Spring Bank 0.01% No change 1,534 $176K
Parallel Advisors, LLC 0.00% No change 1,421 $163K
Salomon & Ludwin, LLC 0.01% No change 1,169 $134K
Private Trust Co. NA 0.01% No change 1,101 $126K
True Wealth Design, LLC 0.05% Reduce -5.2% 1,084 $124K
Allworth Financial LP 0.00% No change 1,061 $121K
Dunhill Financial, LLC 0.06% New 1,005 $115K
Geneos Wealth Management Inc. 0.00% Reduce -23.1% 1,000 $115K
Creative Financial Designs Inc. 0.01% Add +0.1% 965 $111K
Coppell Advisory Solutions LLC 0.02% Reduce -18.2% 926 $106K
Sound Income Strategies, LLC 0.01% No change 813 $93K
Valley Wealth Managers, Inc. 0.01% New 785 $90K
Fifth Third Bancorp 0.00% No change 750 $86K
Farther Finance Advisors, LLC 0.00% Reduce -11.2% 741 $85K
O'shaughnessy Asset Management, LLC 0.00% New 725 $85K
Comerica Bank 0.00% Reduce -2.3% 736 $84K
Harbour Investments, Inc. 0.00% Add +0.1% 706 $81K
Blair William & Co. 0.00% No change 660 $76K
Global Retirement Partners, LLC 0.00% Add +0.3% 647 $74K
Whittier Trust Co. 0.00% Add +0.4% 561 $64K
Mendota Financial Group, LLC 0.03% New 512 $59K
BlackRock, Inc. 0.00% — 500 $57K
Wintrust Investments LLC 0.04% Reduce -88.9% 498 $57K
Creative Capital Management Investments LLC 0.02% No change 375 $43K
Main Street Group, LTD 0.02% No change 361 $41K
TD Waterhouse Canada Inc. 0.00% No change 350 $40K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 338 $39K
Barclays PLC 0.00% No change 336 $38K
Larson Financial Group LLC 0.00% No change 300 $34K
Russell Investments Group, Ltd. 0.00% No change 291 $33K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -3.6% 270 $31K
Addison Advisors LLC 0.01% No change 264 $30K
IFP Advisors, Inc 0.00% No change 230 $26K
Element Wealth, LLC 0.01% No change 225 $26K
PSI Advisors, LLC 0.01% No change 214 $24K
FinTrust Capital Advisors, LLC 0.00% No change 176 $20K
Blue Trust, Inc. 0.00% No change 189 $20K
Qube Research & Technologies Ltd 0.00% Reduce -16.6% 146 $17K
HM Payson & Co. 0.00% No change 125 $14K
Private Capital Management LLC 0.00% New 113 $13K
First Community Trust NA 0.01% No change 110 $13K
Realta Investment Advisors 0.01% Reduce -82.8% 100 $12K
JDM Financial Group LLC 0.01% New 100 $11K
Guardian Wealth Advisors, LLC / NC 0.00% No change 100 $11K
EverSource Wealth Advisors, LLC 0.00% No change 100 $11K
Aptus Capital Advisors, LLC 0.00% No change 100 $11K
Assetmark, Inc. 0.00% New 78 $9K
Glen Eagle Advisors, LLC 0.00% No change 75 $9K
Kozak & Associates, Inc. 0.00% No change 59 $7K
AdvisorNet Financial, Inc 0.00% No change 37 $4K
Simplex Trading, LLC 0.00% Reduce -80.4% 39 $4K
WFA of San Diego, LLC 0.00% No change 32 $4K
Creekmur Asset Management LLC 0.00% No change 18 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $459

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