Invesco Buyback Achievers EtPKWETF

13F holders, Q2 2025 (June 30)
230holders +17
25new positions
8sold out
2famous investors
$123.44avg. 13F price*

At the end of Q2 2025, 230 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 17 from Q1 2025. 25 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($96.5M), LPL Financial LLC ($48.1M) and Wells Fargo & Company ($38.8M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$15.5M
Exits8$3.2M

All 13F filers, Q1 2025 → Q2 2025: 488,070 shares bought and 169,865 shares sold, net +318,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 230 holders

Bank of America Corp. 0.01% Add +2.1% 780,882 $96.5M
LPL Financial LLC 0.02% Reduce -0.9% 388,926 $48.1M
Wells Fargo & Company 0.01% Add +72.5% 314,076 $38.8M
Morgan Stanley 0.00% Reduce -1.0% 313,723 $38.8M
Raymond James Financial Inc. 0.01% Reduce -18.1% 220,029 $27.2M
UBS Group AG 0.00% Add +14.2% 123,355 $15.2M
Mariner, LLC 0.01% Add +0.8% 83,316 $10.3M
Pacific Wealth Strategies Group, Inc. 6.71% Reduce -28.9% 81,647 $10.2M
Curtis Advisory Group, LLC 2.43% Add +0.6% 78,201 $9.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +55.9% 68,399 $8.5M
Truist Financial Corp. 0.01% Reduce -7.7% 66,750 $8.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +130.3% 65,199 $8.1M
Resonant Capital Advisors, LLC 0.50% No change 63,960 $7.9M
Koshinski Asset Management, Inc. 0.57% Add +5.5% 61,360 $7.6M
Envestnet Asset Management Inc. 0.00% Reduce -8.6% 61,019 $7.5M
Legacy Capital Wealth Partners, LLC 1.70% Reduce -6.0% 65,461 $7.5M
Commonwealth Equity Services, LLC 0.01% Add +1.0% 59,079 $7.3M
Equitable Holdings, Inc. 0.05% Add +14.3% 52,875 $6.5M
Cahill Financial Advisors Inc. 0.75% Add +0.2% 48,753 $6.0M
Sovran Advisors, LLC 0.61% Add +92.2% 46,046 $5.8M
Osaic Holdings, Inc. 0.01% Add +23.9% 45,702 $5.7M
Prime Capital Investment Advisors, LLC 0.07% Add +0.8% 45,686 $5.6M
Waverly Advisors, LLC 0.06% Reduce -1.1% 45,256 $5.6M
Royal Bank of Canada 0.00% Add +6.2% 44,643 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.3% 40,663 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -21.8% 40,798 $5.0M
FMR LLC 0.00% Reduce -4.6% 40,676 $5.0M
Thoroughbred Financial Services, LLC 0.28% Add +61.3% 32,978 $4.1M
JPMorgan Chase & Co. 0.00% Add +1.2% 32,289 $4.0M
BNP Paribas Financial Markets 0.00% New 30,103 $3.7M
Private Advisor Group, LLC 0.02% Add +1.4% 30,072 $3.7M
Kestra Advisory Services, LLC 0.02% Add +115.8% 29,840 $3.7M
NewEdge Advisors, LLC 0.02% Add +16.4% 28,115 $3.5M
Cetera Investment Advisers 0.01% Reduce -2.4% 27,498 $3.4M
Fortitude Financial, LLC 2.90% New 29,889 $3.3M
GHP Investment Advisors, Inc. 0.14% Reduce -4.0% 25,925 $3.2M
Bank of New York Mellon Corp 0.00% Add +0.0% 24,274 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +16.7% 21,148 $2.6M
Breakwater Capital Group 0.42% Add +16.4% 20,762 $2.6M
HighTower Advisors, LLC 0.00% Add +0.1% 20,226 $2.5M
Fortis Group Advisors, LLC 0.45% New 19,647 $2.5M
Flagship Harbor Advisors, LLC 0.11% Reduce -4.8% 19,011 $2.3M
Smart Portfolios, LLC 2.31% Reduce -2.9% 18,573 $2.3M
Stifel Financial Corp. 0.00% Reduce -1.0% 18,323 $2.3M
J.W. Cole Advisors, Inc. 0.05% Reduce -5.4% 17,746 $2.2M
Madison Asset Management, LLC 0.02% Reduce -3.4% 16,969 $2.1M
Essex Financial Services, Inc. 0.13% Reduce -0.3% 16,520 $2.0M
Park Edge Advisors, LLC 0.52% Add +171.4% 16,444 $2.0M
Jones Financial Companies LLLP 0.00% Add +33.8% 15,782 $1.9M
Pacific Sun Financial Corp 1.00% Add +1.3% 15,486 $1.9M
Carnegie Investment Counsel 0.04% Add +0.7% 15,232 $1.9M
Scotia Capital Inc. 0.01% Add +0.0% 15,177 $1.9M
Creative Planning 0.00% Add +32.7% 14,464 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -0.1% 14,305 $1.8M
Elevation Capital Advisory, LLC 0.70% Add +142.2% 14,033 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Add +1.7% 13,197 $1.7M
IFG Advisory, LLC 0.08% Add +0.0% 12,673 $1.6M
Cornerstone Wealth Management, LLC 0.10% Add +7.8% 12,661 $1.6M
Tempus Wealth Planning, LLC 0.39% No change 12,524 $1.5M
One Wealth Map LLC 0.84% Add +7.6% 12,270 $1.5M
Citigroup Inc. 0.00% Add +5.5% 12,420 $1.5M
Banque de Luxembourg S.A. 0.83% No change 12,793 $1.4M
Bank of Montreal 0.00% Add +12.9% 11,606 $1.4M
BankPlus Trust Department 0.40% Reduce -3.0% 10,947 $1.4M
Uptick Partners, LLC 0.37% Add +3.2% 10,589 $1.3M
MML Investors Services, LLC 0.00% Add +2.8% 9,853 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% No change 9,600 $1.2M
Roman Butler Fullerton & Co. 0.35% Add +0.0% 9,191 $1.2M
Argent Trust Co 0.04% No change 9,412 $1.2M
Belpointe Asset Management LLC 0.05% Reduce -0.6% 9,410 $1.2M
Tradition Wealth Management, LLC 0.09% Reduce -0.0% 9,253 $1.1M
Destiny Wealth Partners, LLC 0.15% Reduce -2.4% 9,092 $1.1M
WealthBridge Capital Management, LLC 0.27% Add +16.0% 8,706 $1.1M
Summit Financial, LLC 0.02% New 8,622 $1.1M
Triton Wealth Management, PLLC 0.45% — 8,267 $1.0M
Independent Family Office, LLC 0.48% No change 8,414 $1.0M
Gator Capital Management, LLC 0.31% No change 8,156 $1.0M
AllSquare Wealth Management LLC 0.55% Reduce -1.1% 7,991 $988K
Cibc World Market Inc. 0.00% Add +7.1% 7,562 $935K
Collaborative Wealth Managment Inc. 0.40% No change 7,474 $924K
Farther Finance Advisors, LLC 0.02% Add +9.5% 7,162 $885K
Northeast Financial Consultants Inc 0.04% No change 7,100 $878K
Tsfg, LLC 0.16% Add +0.0% 7,002 $865K
Ancora Advisors LLC 0.02% Add +3.0% 6,932 $857K
S.A. Mason LLC 0.41% No change 6,841 $846K
Avantax Advisory Services, Inc. 0.00% Add +28.3% 6,623 $819K
Del-Sette Capital Management, LLC 0.56% New 6,550 $810K
Calton & Associates, Inc. 0.14% Reduce -0.6% 6,525 $806K
Caliber Wealth Management, LLC / KS 0.09% Add +0.3% 6,461 $799K
Hazlett, Burt & Watson, Inc. 0.32% Add +2441.3% 6,277 $773K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.9% 6,182 $764K
&partners 0.01% Add +0.2% 5,786 $715K
Cwm, LLC 0.00% Add +24.1% 5,716 $707K
MAI Capital Management 0.00% Reduce -0.1% 5,649 $698K
Capital Investment Advisory Services, LLC 0.06% Reduce -2.0% 5,606 $693K
Goldman Sachs Group Inc. 0.00% New 5,403 $668K
Integrated Wealth Concepts LLC 0.01% Add +28.7% 5,339 $660K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.3% 5,145 $636K
Independent Wealth Network Inc. 0.23% Reduce -4.1% 5,077 $628K
National Bank of Canada 0.00% Add +8.8% 5,035 $622K

"% 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 230 holders