Invesco Buyback Achievers EtPKWETF

13F holders, Q3 2025 (September 30)
242holders +12
24new positions
8sold out
2famous investors
$132.19avg. 13F price*

At the end of Q3 2025, 242 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 12 from Q2 2025. 24 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($109.3M), LPL Financial LLC ($56.1M) and Wells Fargo & Company ($44.4M). 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 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$21.1M
Exits8$2.3M

All 13F filers, Q2 2025 → Q3 2025: 452,713 shares bought and 128,747 shares sold, net +323,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 242 holders

Bank of America Corp. 0.01% Add +5.6% 824,794 $109.3M
LPL Financial LLC 0.02% Add +8.8% 423,187 $56.1M
Wells Fargo & Company 0.01% Add +6.6% 334,903 $44.4M
Morgan Stanley 0.00% Add +3.4% 324,340 $43.0M
Raymond James Financial Inc. 0.01% Reduce -3.3% 212,887 $28.2M
UBS Group AG 0.00% Add +11.4% 137,398 $18.2M
Mariner, LLC 0.01% Reduce -3.4% 80,461 $10.7M
Pacific Wealth Strategies Group, Inc. 6.47% Reduce -2.9% 79,297 $10.5M
Curtis Advisory Group, LLC 2.34% Reduce -0.2% 78,060 $10.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +8.1% 73,905 $9.8M
Koshinski Asset Management, Inc. 0.65% Add +11.8% 68,595 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.3% 64,974 $8.6M
Sovran Advisors, LLC 0.73% Add +39.0% 64,018 $8.2M
Elevation Capital Advisory, LLC 3.25% Add +337.4% 61,388 $8.1M
Resonant Capital Advisors, LLC 0.46% Reduce -6.2% 59,999 $7.9M
Legacy Capital Wealth Partners, LLC 1.69% Reduce -1.4% 64,552 $7.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 58,418 $7.7M
Truist Financial Corp. 0.01% Reduce -26.4% 49,157 $6.5M
Royal Bank of Canada 0.00% Add +9.4% 48,834 $6.5M
Cahill Financial Advisors Inc. 0.73% Reduce -1.2% 48,158 $6.4M
Osaic Holdings, Inc. 0.01% Add +4.4% 47,707 $6.3M
Waverly Advisors, LLC 0.06% Add +1.1% 45,737 $6.1M
Equitable Holdings, Inc. 0.04% Reduce -14.2% 45,357 $6.0M
Prime Capital Investment Advisors, LLC 0.07% Reduce -1.4% 45,065 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -30.3% 42,534 $5.6M
FMR LLC 0.00% Add +0.9% 41,059 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.7% 39,576 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -4.4% 38,989 $5.2M
NewEdge Advisors, LLC 0.02% Add +31.0% 36,818 $4.9M
Thoroughbred Financial Services, LLC 0.29% Add +9.3% 36,052 $4.8M
Cetera Investment Advisers 0.01% Add +30.8% 35,968 $4.8M
Win Advisors, Inc. 2.23% New 34,512 $4.6M
Private Advisor Group, LLC 0.02% Add +13.9% 34,239 $4.5M
Two Sigma Investments, LP 0.01% New 33,000 $4.4M
JPMorgan Chase & Co. 0.00% Add +1.5% 32,762 $4.3M
GHP Investment Advisors, Inc. 0.14% Reduce -0.9% 25,681 $3.4M
Kestra Advisory Services, LLC 0.02% Reduce -14.2% 25,592 $3.4M
Bank of New York Mellon Corp 0.00% No change 24,274 $3.2M
Steward Partners Investment Advisory, LLC 0.02% Add +13.1% 23,927 $3.2M
Fortitude Financial, LLC 2.51% Reduce -15.4% 25,272 $3.0M
Jones Financial Companies LLLP 0.00% Add +32.7% 20,947 $2.8M
Cornerstone Wealth Management, LLC 0.15% Add +65.0% 20,897 $2.8M
Creative Planning 0.00% Add +41.5% 20,462 $2.7M
Hudock, Inc. 0.41% New 20,356 $2.7M
Breakwater Capital Group 0.39% Reduce -2.8% 20,172 $2.7M
HighTower Advisors, LLC 0.00% Reduce -0.5% 20,129 $2.7M
Fortis Group Advisors, LLC 0.44% Add +1.2% 19,878 $2.6M
Flagship Harbor Advisors, LLC 0.11% Reduce -0.2% 18,971 $2.5M
Smart Portfolios, LLC 2.35% Reduce -0.9% 18,397 $2.4M
Stifel Financial Corp. 0.00% Reduce -1.4% 18,066 $2.4M
J.W. Cole Advisors, Inc. 0.04% Reduce -3.6% 17,101 $2.3M
Madison Asset Management, LLC 0.02% No change 16,969 $2.2M
Essex Financial Services, Inc. 0.13% Add +0.5% 16,604 $2.2M
Park Edge Advisors, LLC 0.50% Reduce -1.5% 16,200 $2.1M
Scotia Capital Inc. 0.01% Add +2.0% 15,480 $2.1M
Pacific Sun Financial Corp 0.98% Reduce -1.4% 15,266 $2.0M
Carnegie Investment Counsel 0.04% No change 15,232 $2.0M
Citigroup Inc. 0.00% Add +22.1% 15,163 $2.0M
NorthCoast Asset Management LLC 0.01% Add +0.1% 14,318 $1.9M
NorthCrest Asset Manangement, LLC 0.04% Add +2.2% 13,482 $1.8M
Hershey Financial Advisers, LLC 1.50% New 13,206 $1.7M
IFG Advisory, LLC 0.08% Add +0.0% 12,676 $1.7M
Banque de Luxembourg S.A. 0.82% Reduce -6.8% 11,925 $1.6M
One Wealth Map LLC 0.82% Reduce -3.5% 11,837 $1.5M
Bank of Montreal 0.00% Reduce -1.5% 11,436 $1.5M
MML Investors Services, LLC 0.00% Add +12.6% 11,091 $1.5M
Tempus Wealth Planning, LLC 0.34% Reduce -11.7% 11,057 $1.5M
Goldman Sachs Group Inc. 0.00% Add +101.1% 10,867 $1.4M
BankPlus Trust Department 0.37% Reduce -4.5% 10,450 $1.4M
Triton Wealth Management, PLLC 0.53% Add +28.9% 10,659 $1.4M
Uptick Partners, LLC 0.35% Reduce -4.8% 10,082 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -66.8% 10,000 $1.3M
WealthBridge Capital Management, LLC 0.31% Add +14.0% 9,921 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% No change 9,600 $1.3M
Argent Trust Co 0.04% No change 9,412 $1.2M
Tradition Wealth Management, LLC 0.09% Add +0.2% 9,271 $1.2M
Belpointe Asset Management LLC 0.05% Reduce -2.7% 9,159 $1.2M
Silver Oak Securities, Incorporated 0.09% New 9,091 $1.2M
Corient Private Wealth LP 0.00% Add +374.2% 9,001 $1.2M
Destiny Wealth Partners, LLC 0.15% Reduce -1.0% 9,000 $1.2M
Roman Butler Fullerton & Co. 0.32% Reduce -2.7% 8,940 $1.2M
Summit Financial, LLC 0.02% Reduce -1.4% 8,499 $1.1M
Independent Family Office, LLC 0.47% No change 8,414 $1.1M
Gator Capital Management, LLC 0.28% No change 8,156 $1.1M
Hazlett, Burt & Watson, Inc. 0.38% Add +28.7% 8,078 $1.1M
AllSquare Wealth Management LLC 0.53% Reduce -4.5% 7,629 $1.0M
Farther Finance Advisors, LLC 0.02% Add +5.5% 7,552 $1.0M
Collaborative Wealth Managment Inc. 0.40% No change 7,474 $990K
Mercer Global Advisors Inc. 0.00% Add +119.4% 7,401 $980K
Cibc World Market Inc. 0.00% Reduce -3.9% 7,267 $963K
S.A. Mason LLC 0.40% No change 6,841 $906K
TBH Global Asset Management, LLC 0.17% New 6,654 $881K
Del-Sette Capital Management, LLC 0.54% Add +0.9% 6,611 $876K
Tsfg, LLC 0.14% Reduce -7.1% 6,502 $861K
Integrated Wealth Concepts LLC 0.01% Add +20.3% 6,425 $851K
Caliber Wealth Management, LLC / KS 0.09% Reduce -2.1% 6,328 $838K
Stratos Wealth Partners, LTD. 0.01% Add +0.0% 6,183 $819K
Calton & Associates, Inc. 0.12% Reduce -6.2% 6,118 $811K
&partners 0.01% Add +2.6% 5,939 $787K
MAI Capital Management 0.00% Add +0.2% 5,662 $750K

"% 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 242 holders