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Invesco Buyback Achievers ET (PKW)

CUSIP: 46137V308 | NYSE | 639 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC465,214
0.0% of portfolio›$66.6M
Cambridge Investment Research Advisors, Inc.107,407
0.1% of portfolio›$15.4M
Curtis Advisory Group, LLC81,563
2.2% of portfolio›$11.7M
Triton Wealth Management, Pllc79,795
3.6% of portfolio›$12.0M
Resonant Capital Advisors, LLC61,405
0.4% of portfolio›$8.8M
Legacy Capital Wealth Partners, LLC59,400
1.6% of portfolio›$7.6M
Truist Financial Corp57,875
0.0% of portfolio›$8.3M
Prime Capital Investment Advisors, LLC47,986
0.1% of portfolio›$6.9M
Wealth Enhancement Advisory Services, LLC40,026
0.0% of portfolio›$4.3M
Cornerstone Wealth Management, LLC33,490
0.2% of portfolio›$4.8M
Kestra Advisory Services, LLC30,805
0.0% of portfolio›$4.4M
Commonwealth Equity Services, LLC30,575
0.0% of portfolio›$4.4M
Koshinski Asset Management, Inc.28,589
0.2% of portfolio›$4.1M
Sovran Advisors, LLC28,327
0.3% of portfolio›$4.3M
Titiun Yejiel25,000
2.9% of portfolio›$3.6M
GHP Investment Advisors, Inc.23,913
0.1% of portfolio›$3.4M
Creative Planning22,412
0.0% of portfolio›$3.2M
Tempus Wealth Planning, LLC21,155
0.6% of portfolio›$3.0M
Breakwater Capital Group20,395
0.3% of portfolio›$2.9M
Flagship Harbor Advisors, LLC18,287
0.1% of portfolio›$2.6M
J.W. Cole Advisors, Inc.16,261
0.0% of portfolio›$2.3M
Merit Financial Group, LLC16,043
0.0% of portfolio›$2.3M
Carnegie Investment Counsel15,412
0.0% of portfolio›$2.2M
Farther Finance Advisors, LLC13,471
0.0% of portfolio›$1.9M
Hudock, Inc.11,344
0.2% of portfolio›$1.6M
Pacific Wealth Strategies Group, Inc.11,208
0.9% of portfolio›$1.6M
NorthCrest Asset Manangement, LLC10,510
0.0% of portfolio›$1.5M
truNorth Financial Services, Inc.10,477
1.3% of portfolio›$1.5M
BankPlus Trust Department9,817
0.3% of portfolio›$1.4M
Bank of New York Mellon Corp9,658
0.0% of portfolio›$1.4M
Citigroup Inc9,656
0.0% of portfolio›$1.4M
Stegent Equity Advisors, Inc.9,542
1.1% of portfolio›$1.4M
Hazlett, Burt & Watson, Inc.9,309
0.2% of portfolio›$403.9K
Kendall Capital Management9,274
0.2% of portfolio›$1.3M
Banque de Luxembourg S.A.9,227
0.6% of portfolio›$1.3M
Apollon Wealth Management, LLC8,947
0.0% of portfolio›$1.3M
Roman Butler Fullerton & Co8,775
0.3% of portfolio›$1.3M
Destiny Wealth Partners, LLC8,618
0.1% of portfolio›$1.3M
Uptick Partners, LLC8,063
0.2% of portfolio›$1.2M
Financial & Tax Architects, LLC7,713
0.2% of portfolio›$1.1M
Stackstone Wealth, LLC7,170
0.1% of portfolio›$1.0M
Wedmont Private Capital7,049
0.0% of portfolio›$1.0M
Collaborative Wealth Managment Inc.6,959
0.4% of portfolio›$995.7K
S.A. Mason LLC6,701
0.3% of portfolio›$958.8K
PNC Financial Services Group, Inc.6,634
0.0% of portfolio›$949.3K
Caliber Wealth Management, LLC / KS6,329
0.1% of portfolio›$905.6K
Atria Investments, Inc5,428
0.0% of portfolio›$776.6K
Optima Capital LLC4,881
0.3% of portfolio›$698.4K
Navigation Group, LLC4,700
0.1% of portfolio›$672.5K
15 Wealth Advisors LLC4,285
0.2% of portfolio›$613.1K
Wealthcare Advisory Partners LLC4,162
0.0% of portfolio›$595.5K
Capital Investment Advisory Services, LLC4,142
0.0% of portfolio›$592.6K
Vise Technologies, Inc.4,040
0.0% of portfolio›$578.0K
Capital Advisors, Ltd. LLC4,017
0.3% of portfolio›$575.0K
Sensible Money, LLC3,982
0.1% of portfolio›$569.7K
Asset Dedication, LLC3,982
0.0% of portfolio›$569.7K
Key Client Fiduciary Advisors, LLC3,971
0.2% of portfolio›$568.2K
Elevation Point Wealth Partners, LLC3,813
0.0% of portfolio›$545.6K
Independent Financial Group, LLC3,782
0.0% of portfolio›$541.1K
Concurrent Investment Advisors, LLC3,225
0.0% of portfolio›$461.4K
Archer Investment Corp3,214
0.1% of portfolio›$459.9K
Capstone Wealth Management Group, Inc.3,181
0.3% of portfolio›$455.1K
Means Investment Co., Inc.3,137
0.0% of portfolio›$448.9K
Lido Advisors, LLC3,116
0.0% of portfolio›$445.8K
Sigma Planning Corp3,031
0.0% of portfolio›$431.4K
Chicago Partners Investment Group LLC3,024
0.0% of portfolio›$454.2K
JBR Co Financial Management Inc2,955
0.2% of portfolio›$420.4K
Avantra Family Wealth, Inc.2,946
0.3% of portfolio›$421.5K
Prospera Financial Services Inc2,913
0.0% of portfolio›$438.9K
Fifth Third Bancorp2,804
0.0% of portfolio›$401.2K
Integrity Wealth Partners, LLC2,664
0.3% of portfolio›$381.2K
Allworth Financial LP2,642
0.0% of portfolio›$374.2K
American Institute for Advanced Investment Management, LLP2,625
0.2% of portfolio›$375.6K
Lodestar Private Asset Management LLC2,604
0.0% of portfolio›$372.6K
Asset One Wealth Management LLC2,592
0.0% of portfolio›$370.9K
Reicon Wealth Advisors, LLC2,508
0.2% of portfolio›$358.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,500
0.0% of portfolio›$357.7K
WBH Advisory Inc2,341
0.0% of portfolio›$335.0K
US Bancorp \de\2,253
0.0% of portfolio›$322.4K
Lanark Financial, Inc.2,171
0.0% of portfolio›$310.6K
Aaron Wealth Advisors LLC2,128
0.0% of portfolio›$304.5K
PFG Advisors2,125
0.0% of portfolio›$304.0K
Aspect Partners, LLC2,118
0.1% of portfolio›$303.1K
Mission Wealth Management, LP2,000
0.0% of portfolio›$286.2K
Axxcess Wealth Management, LLC1,796
0.0% of portfolio›$257.0K
Sentry LLC1,788
0.1% of portfolio›$255.8K
Wedbush Securities Inc1,751
0.0% of portfolio›$251
Trust Co of Vermont1,751
0.0% of portfolio›$250.5K
Level Four Advisory Services, LLC1,641
0.0% of portfolio›$234.8K
TPG Advisors LLC1,609
0.1% of portfolio›$230.2K
Tactive Advisors, LLC1,596
0.1% of portfolio›$228.3K
Novem Group1,542
0.0% of portfolio›$220.6K
Savant Capital, LLC1,532
0.0% of portfolio›$219.1K
Saxon Interests, Inc.1,497
0.1% of portfolio›$214.2K
Burk Holdings LLC1,400
0.1% of portfolio›$200.3K
Parallel Advisors, LLC1,372
0.0% of portfolio›$196.3K
Jacobi Capital Management LLC1,250
0.0% of portfolio›$178.9K
Main Street Group, LTD1,247
0.0% of portfolio›$178.5K
Private Trust Co NA1,199
0.0% of portfolio›$171.6K
True Wealth Design, LLC1,000
0.0% of portfolio›$143.1K
Larson Financial Group LLC811
0.0% of portfolio›$116.1K
Bangor Savings Bank765
0.0% of portfolio›$109.5K
Tsfg, LLC634
0.0% of portfolio›$91
CX Institutional537
0.0% of portfolio›$77
Marquette Asset Management, LLC500
0.0% of portfolio›$71.5K
Allspring Global Investments Holdings, LLC500
0.0% of portfolio›$72.2K
IFP Advisors, Inc496
0.0% of portfolio›$71.0K
Salomon & Ludwin, LLC466
0.0% of portfolio›$66.7K
Assetmark, Inc437
0.0% of portfolio›$62.5K
Axiom Investment Management LLC400
0.0% of portfolio›$57.2K
Grove Bank & Trust300
0.0% of portfolio›$42.9K
Russell Investments Group, Ltd.291
0.0% of portfolio›$41.6K
Creative Capital Management Investments LLC288
0.0% of portfolio›$41.2K
Adkins Seale Capital Management LLC287
0.0% of portfolio›$41.1K
Creative Financial Designs Inc281
0.0% of portfolio›$40.2K
Wealth Enhancement Trust Services, Inc.256
0.0% of portfolio›$36.6K
TD Waterhouse Canada Inc.250
0.0% of portfolio›$36.2K
Costello Asset Management, Inc217
0.0% of portfolio›$31.0K
Goodman Advisory Group, LLC207
0.0% of portfolio›$29.6K
Edgemoor Investment Advisors, Inc.146
0.0% of portfolio›$20.9K
First Community Trust NA110
0.0% of portfolio›$15.7K
Rossby Financial, LCC104
0.0% of portfolio›$14.9K
Kroeger Financial Partners86
0.0% of portfolio›$12.3K
Kozak & Associates, Inc.57
0.0% of portfolio›$8.6K
Investment Research & Advisory Group, Inc.50
0.0% of portfolio›$7.2K
Dhjj Financial Advisors, Ltd.4
0.0% of portfolio›$573
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$25
StyleTurnoverLocationFiled
LPL Financial LLC
465,214$66.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
107,407$15.4M0.1%ETFLowFairfield, IA2026-11-02
Curtis Advisory Group, LLC
81,563$11.7M2.2%ETFLowSanta Barbara, CA2026-10-28
Triton Wealth Management, Pllc
79,795$12.0M3.6%ETFMediumSun City, AZ2026-11-04
Resonant Capital Advisors, LLC
61,405$8.8M0.4%ETFLowMadison, WI2026-10-15
Legacy Capital Wealth Partners, LLC
59,400$7.6M1.6%CoreMediumLittle Rock, AR2026-10-21
Truist Financial Corp
57,875$8.3M0.0%CoreLowCharlotte, NC2026-10-30
Prime Capital Investment Advisors, LLC
47,986$6.9M0.1%ETFLowOverland Park, KS2026-10-20
Wealth Enhancement Advisory Services, LLC
40,026$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Cornerstone Wealth Management, LLC
33,490$4.8M0.2%ETFVery LowSt. Peters, MO2026-11-04
Kestra Advisory Services, LLC
30,805$4.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
30,575$4.4M0.0%ETFLowWaltham, MA2026-11-02
Koshinski Asset Management, Inc.
28,589$4.1M0.2%ETFLowDecatur, IL2026-10-29
Sovran Advisors, LLC
28,327$4.3M0.3%ETFMediumSan Diego, CA2026-11-02
Titiun Yejiel
25,000$3.6M2.9%GrowthHighPunta Del Este, Ireland2026-11-06
GHP Investment Advisors, Inc.
23,913$3.4M0.1%CoreVery LowDenver, CO2026-10-15
Creative Planning
22,412$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Tempus Wealth Planning, LLC
21,155$3.0M0.6%ETFMediumIrvine, CA2026-10-14
Breakwater Capital Group
20,395$2.9M0.3%ETFLowParamus, NJ2026-10-09
Flagship Harbor Advisors, LLC
18,287$2.6M0.1%ETFMediumBoston, MA2026-10-26
J.W. Cole Advisors, Inc.
16,261$2.3M0.0%IndexLowTampa, FL2026-11-05
Merit Financial Group, LLC
16,043$2.3M0.0%ETFLowAlpharetta, GA2026-11-06
Carnegie Investment Counsel
15,412$2.2M0.0%CoreLowPepper Pike, OH2026-10-20
Farther Finance Advisors, LLC
13,471$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Hudock, Inc.
11,344$1.6M0.2%ETFLowWilliamsport, PA2026-10-14
Pacific Wealth Strategies Group, Inc.
11,208$1.6M0.9%ETFMediumSanta Barbara, CA2026-11-02
NorthCrest Asset Manangement, LLC
10,510$1.5M0.0%GrowthLowPlymouth, MN2026-10-13
truNorth Financial Services, Inc.
10,477$1.5M1.3%ETFVery LowChambersburg, PA2026-11-06
BankPlus Trust Department
9,817$1.4M0.3%CoreLowJackson, MS2026-11-06
Bank of New York Mellon Corp
9,658$1.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
9,656$1.4M0.0%CoreMediumNew York, NY2026-11-04
Stegent Equity Advisors, Inc.
9,542$1.4M1.1%ETFHighHouston, TX2026-10-13
Hazlett, Burt & Watson, Inc.
9,309$403.9K0.2%CoreVery LowWheeling, WV2026-11-04
Kendall Capital Management
9,274$1.3M0.2%GARPLowRockville, MD2026-10-23
Banque de Luxembourg S.A.
9,227$1.3M0.6%CoreLowLuxembourg, Netherlands2026-10-14
Apollon Wealth Management, LLC
8,947$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Roman Butler Fullerton & Co
8,775$1.3M0.3%GrowthMediumSt Louis, MO2026-10-27
Destiny Wealth Partners, LLC
8,618$1.3M0.1%ETFMediumTavares, FL2026-11-05
Uptick Partners, LLC
8,063$1.2M0.2%ETFLowNacogdoches, TX2026-11-04
Financial & Tax Architects, LLC
7,713$1.1M0.2%CoreHighSt Louis, MO2026-10-15
Stackstone Wealth, LLC
7,170$1.0M0.1%CoreN/ADubuque, IA2026-10-19
Wedmont Private Capital
7,049$1.0M0.0%IndexVery LowWest Chester, PA2026-10-09
Collaborative Wealth Managment Inc.
6,959$995.7K0.4%ETFMediumLake Mary, FL2026-11-06
S.A. Mason LLC
6,701$958.8K0.3%GrowthVery LowHolland, MI2026-10-13
PNC Financial Services Group, Inc.
6,634$949.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Caliber Wealth Management, LLC / KS
6,329$905.6K0.1%ETFLowOverland Park, KS2026-11-04
Atria Investments, Inc
5,428$776.6K0.0%CoreMediumCharlotte, NC2026-10-15
Optima Capital LLC
4,881$698.4K0.3%ETFHighPortland, OR2026-10-29
Navigation Group, LLC
4,700$672.5K0.1%ETFVery LowRedwood City, CA2026-10-28
15 Wealth Advisors LLC
4,285$613.1K0.2%ETFN/AMundelein, IL2026-10-14
Wealthcare Advisory Partners LLC
4,162$595.5K0.0%ETFLowWest Chester, PA2026-10-21
Capital Investment Advisory Services, LLC
4,142$592.6K0.0%CoreMediumRaleigh, NC2026-10-30
Vise Technologies, Inc.
4,040$578.0K0.0%IndexLowNew York, NY2026-10-29
Capital Advisors, Ltd. LLC
4,017$575.0K0.3%ETFLowShaker Heights, OH2026-10-27
Sensible Money, LLC
3,982$569.7K0.1%ETFVery LowScottsdale, AZ2026-10-20
Asset Dedication, LLC
3,982$569.7K0.0%ETFLowSan Francisco, CA2026-11-03
Key Client Fiduciary Advisors, LLC
3,971$568.2K0.2%ValueMediumFairfield, NJ2026-10-19
Elevation Point Wealth Partners, LLC
3,813$545.6K0.0%CoreHighDenver, CO2026-11-05
Independent Financial Group, LLC
3,782$541.1K0.0%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
3,225$461.4K0.0%GrowthMediumTampa, FL2026-10-16
Archer Investment Corp
3,214$459.9K0.1%CoreMediumCarmel, IN2026-11-05
Capstone Wealth Management Group, Inc.
3,181$455.1K0.3%GrowthN/ABend, OR2026-10-19
Means Investment Co., Inc.
3,137$448.9K0.0%GrowthVery LowBangor, ME2026-11-03
Lido Advisors, LLC
3,116$445.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Sigma Planning Corp
3,031$431.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Chicago Partners Investment Group LLC
3,024$454.2K0.0%GARPLowChicago, IL2026-10-27
JBR Co Financial Management Inc
2,955$420.4K0.2%GrowthLowArdmore, OK2026-10-13
Avantra Family Wealth, Inc.
2,946$421.5K0.3%CoreMediumMechanicsburg, PA2026-10-20
Prospera Financial Services Inc
2,913$438.9K0.0%CoreMediumDallas, TX2026-11-04
Fifth Third Bancorp
2,804$401.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Integrity Wealth Partners, LLC
2,664$381.2K0.3%ETFN/AWalnut Creek, CA2026-10-14
Allworth Financial LP
2,642$374.2K0.0%IndexLowFolsom, CA2026-11-06
American Institute for Advanced Investment Management, LLP
2,625$375.6K0.2%ETFLowScottsdale, AZ2026-11-03
Lodestar Private Asset Management LLC
2,604$372.6K0.0%ETFLowAlamo, CA2026-10-26
Asset One Wealth Management LLC
2,592$370.9K0.0%GrowthLowBellevue, WA2026-11-02
Reicon Wealth Advisors, LLC
2,508$358.8K0.2%ETFLowAtlanta, GA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,500$357.7K0.0%GrowthVery LowSeattle, WA2026-10-27
WBH Advisory Inc
2,341$335.0K0.0%ETFLowBaltimore, MD2026-11-05
US Bancorp \de\
2,253$322.4K0.0%IndexLowMinneapolis, MN2026-11-05
Lanark Financial, Inc.
2,171$310.6K0.0%CoreMediumBirmingham, AL2026-10-26
Aaron Wealth Advisors LLC
2,128$304.5K0.0%GrowthMediumChicago, IL2026-10-13
PFG Advisors
2,125$304.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Aspect Partners, LLC
2,118$303.1K0.1%ETFMediumFairfax, VA2026-10-20
Mission Wealth Management, LP
2,000$286.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Axxcess Wealth Management, LLC
1,796$257.0K0.0%CoreLowCarlsbad, CA2026-10-21
Sentry LLC
1,788$255.8K0.1%ValueVery LowMemphis, TN2026-10-30
Wedbush Securities Inc
1,751$2510.0%CoreLowPasadena, CA2026-10-22
Trust Co of Vermont
1,751$250.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Level Four Advisory Services, LLC
1,641$234.8K0.0%CoreLowDallas, TX2026-11-06
TPG Advisors LLC
1,609$230.2K0.1%ETFVery LowNorthfield, IL2026-10-16
Tactive Advisors, LLC
1,596$228.3K0.1%ETFHighJacksonville, FL2026-10-08
Novem Group
1,542$220.6K0.0%ETFMediumRochester, NY2026-10-19
Savant Capital, LLC
1,532$219.1K0.0%IndexVery LowRockford, IL2026-11-06
Saxon Interests, Inc.
1,497$214.2K0.1%ETFMediumHouston, TX2026-10-26
Burk Holdings LLC
1,400$200.3K0.1%ETFVery LowTulsa, OK2026-11-05
Parallel Advisors, LLC
1,372$196.3K0.0%IndexLowSan Francisco, CA2026-11-03
Jacobi Capital Management LLC
1,250$178.9K0.0%CoreLowPittston, PA2026-11-05
Main Street Group, LTD
1,247$178.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Private Trust Co NA
1,199$171.6K0.0%CoreLowCleveland, OH2026-10-20
True Wealth Design, LLC
1,000$143.1K0.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
811$116.1K0.0%GrowthLowSt Louis, MO2026-11-05
Bangor Savings Bank
765$109.5K0.0%ETFLowBangor, ME2026-10-06
Tsfg, LLC
634$910.0%ETFLowLake Forest, IL2026-10-23
CX Institutional
537$770.0%CoreMediumAuburn, IN2026-10-02
Marquette Asset Management, LLC
500$71.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
Allspring Global Investments Holdings, LLC
500$72.2K0.0%CoreMediumCharlotte, NC2026-11-04
IFP Advisors, Inc
496$71.0K0.0%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
466$66.7K0.0%ETFVery LowRichmond, VA2026-10-29
Assetmark, Inc
437$62.5K0.0%ETFLowConcord, CA2026-10-21
Axiom Investment Management LLC
400$57.2K0.0%CoreN/ANew York, NY2026-11-03
Grove Bank & Trust
300$42.9K0.0%ETFLowMiami, FL2026-10-08
Russell Investments Group, Ltd.
291$41.6K0.0%CoreLowSeattle, WA2026-11-06
Creative Capital Management Investments LLC
288$41.2K0.0%ETFLowSan Diego, CA2026-10-28
Adkins Seale Capital Management LLC
287$41.1K0.0%CoreVery LowShreveport, LA2026-10-27
Creative Financial Designs Inc
281$40.2K0.0%ETFMediumKokomo, IN2026-11-04
Wealth Enhancement Trust Services, Inc.
256$36.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
TD Waterhouse Canada Inc.
250$36.2K0.0%CoreLowToronto, Australia2026-10-16
Costello Asset Management, Inc
217$31.0K0.0%CoreLowFeasterville, PA2026-10-30
Goodman Advisory Group, LLC
207$29.6K0.0%GrowthHighNeedham, MA2026-11-02
Edgemoor Investment Advisors, Inc.
146$20.9K0.0%CoreVery LowBethesda, MD2026-11-03
First Community Trust NA
110$15.7K0.0%GrowthLowDubuque, IA2026-10-07
Rossby Financial, LCC
104$14.9K0.0%ETFMediumMelbourne, FL2026-11-05
Kroeger Financial Partners
86$12.3K0.0%ETFN/AGrass Valley, CA2026-10-19
Kozak & Associates, Inc.
57$8.6K0.0%ETFLowHighlands Ranch, CO2026-10-29
Investment Research & Advisory Group, Inc.
50$7.2K0.0%GrowthVery LowAtlanta, GA2026-10-19
Dhjj Financial Advisors, Ltd.
4$5730.0%ETFVery LowNaperville, IL2026-10-23
Lloyd Advisory Services, Llc.
0$250.0%ETFVery HighSuwanee, GA2026-11-02