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Invesco International Buybac (IPKW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kellett Wealth Advisors, LLC
INCREASED
Shares408,736 from 349,517
Change+59,219 (+17%)
Value$24.2M (+$4.6M)
Filed 2026-10-15
Nikulski Financial, Inc.
INCREASED
Shares271,022 from 245,164
Change+25,858 (+11%)
Value$16.1M (+$2.3M)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares173,633 from 164,443
Change+9,190 (+6%)
Value$10.3M (+$1.0M)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares160,008 from 148,995
Change+11,013 (+7%)
Value$9.5M (+$1.1M)
Filed 2026-10-09
Park Edge Advisors, LLC
DECREASED
Shares134,931 from 195,510
Change-60,579 (-31%)
Value$8.0M (-$3.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares113,804 from 113,604
Change+200 (+0%)
Value$6.7M (+$41.8K)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares100,933 from 93,953
Change+6,980 (+7%)
Value$6.0M (+$694.0K)
Filed 2026-11-02
Financial Enhancement Group LLC
DECREASED
Shares67,064 from 68,436
Change-1,372 (-2%)
Value$3.9M (+$62.2K)
Filed 2026-10-08
Wagner Wealth Management, Corp
INCREASED
Shares50,457 from 45,058
Change+5,399 (+12%)
Value$3.0M (+$454.5K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares41,118 from 73,906
Change-32,788 (-44%)
Value$2.4M (-$1.7M)
Filed 2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED
Shares30,267 from 31,111
Change-844 (-3%)
Value$1.8M (+$42.7K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares25,686 from 28,578
Change-2,892 (-10%)
Value$1.5M (-$86.3K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares23,078 from 22,859
Change+219 (+1%)
Value$1.4M (+$81.1K)
Filed 2026-10-30
ATX Financial Planning, LLC
DECREASED
Shares22,090 from 25,701
Change-3,611 (-14%)
Value$1.3M (-$137.5K)
Filed 2026-10-14
Fortune Financial Group, Inc.
INCREASED
Shares15,008 from 10,788
Change+4,220 (+39%)
Value$890.1K (+$282.4K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares14,800 from 14,725
Change+75 (+1%)
Value$877.8K (+$48.3K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares12,700 from 10,578
Change+2,122 (+20%)
Value$753.2K (+$157.4K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares9,396 from 9,365
Change+31 (+0%)
Value$557.3K (+$29.8K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares8,647 from 8,569
Change+78 (+1%)
Value$512.8K (+$30.2K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares7,583 from 7,595
Change-12 (0%)
Value$449.7K (+$21.9K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares6,438 from 28,417
Change-21,979 (-77%)
Value$381.8K (-$1.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares5,954 from 6,388
Change-434 (-7%)
Value$353.1K (-$6.7K)
Filed 2026-11-02
Insight Wealth Strategies, LLC
DECREASED
Shares5,841 from 6,452
Change-611 (-9%)
Value$346.4K (-$17.8K)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
NEW
Shares5,712
Change+5,712
Value$338.8K
Filed 2026-11-02
Iron Financial LLC
INCREASED
Shares5,532 from 5,510
Change+22 (+0%)
Value$328.1K (+$17.7K)
Filed 2026-10-23
QTR Family Wealth, LLC
INCREASED
Shares5,532 from 5,516
Change+16 (+0%)
Value$328.1K (+$17.4K)
Filed 2026-11-02
Valley National Advisers Inc
UNCHANGED
Shares5,122 from 5,122
Change0 (0%)
Value$303.8K (+$15.3K)
Filed 2026-10-23
Apollon Wealth Management, LLC
UNCHANGED
Shares5,035 from 5,035
Change0 (0%)
Value$298.6K (+$15.0K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$280 (-$265.7K)
Filed 2026-10-21
Basso Capital Management, L.P.
DECREASED
Shares4,218 from 7,865
Change-3,647 (-46%)
Value$250.2K (-$192.9K)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED
Shares3,823 from 3,877
Change-54 (-1%)
Value$226.7K (+$8.4K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
DECREASED
Shares3,557 from 3,816
Change-259 (-7%)
Value$211.0K (-$4.0K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
NEW
Shares3,389
Change+3,389
Value$201.0K
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares1,474 from 1,468
Change+6 (+0%)
Value$87.4K (+$4.7K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$37.0K (+$1.9K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$34.5K (+$1.7K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.7K (+$1.5K)
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares283
Change+283
Value$16.8K
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.9K (+$597)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
NEW
Shares123
Change+123
Value$7.3K
Filed 2026-10-29
Atria Investments, Inc
CLOSED
Shares0 from 9,008
Change-9,008 (-100%)
Value$0 (-$507.4K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 722,597
Change-722,597 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 702,544
Change-702,544 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 659,314
Change-659,314 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 497,047
Change-497,047 (-100%)
Value—
UBS Group AG
N/A
Shares— from 207,116
Change-207,116 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 181,244
Change-181,244 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 179,557
Change-179,557 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 175,219
Change-175,219 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 110,521
Change-110,521 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,809
Change-93,809 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 91,026
Change-91,026 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 80,123
Change-80,123 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 79,484
Change-79,484 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 69,046
Change-69,046 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 66,079
Change-66,079 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 53,158
Change-53,158 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,989
Change-48,989 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 40,976
Change-40,976 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 39,569
Change-39,569 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,534
Change-36,534 (-100%)
Value—
Towle & Co
N/A
Shares— from 32,748
Change-32,748 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 28,240
Change-28,240 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 27,903
Change-27,903 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,965
Change-26,965 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,882
Change-25,882 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,806
Change-24,806 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,911
Change-19,911 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,028
Change-8,028 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,087
Change-5,087 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 557
Change-557 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
FMR LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Kellett Wealth Advisors, LLC
INCREASED408,736349,517+59,219+17%$19.7M$24.2M+$4.6M2026-10-15
Nikulski Financial, Inc.
INCREASED271,022245,164+25,858+11%$13.8M$16.1M+$2.3M2026-11-06
Brookstone Capital Management
INCREASED173,633164,443+9,190+6%$9.3M$10.3M+$1.0M2026-10-22
Breakwater Capital Group
INCREASED160,008148,995+11,013+7%$8.4M$9.5M+$1.1M2026-10-09
Park Edge Advisors, LLC
DECREASED134,931195,510-60,579-31%$11.0M$8.0M-$3.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED113,804113,604+200+0%$6.6M$6.7M+$41.8K2026-10-13
Principle Wealth Partners LLC
INCREASED100,93393,953+6,980+7%$5.3M$6.0M+$694.0K2026-11-02
Financial Enhancement Group LLC
DECREASED67,06468,436-1,372-2%$3.9M$3.9M+$62.2K2026-10-08
Wagner Wealth Management, Corp
INCREASED50,45745,058+5,399+12%$2.5M$3.0M+$454.5K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED41,11873,906-32,788-44%$4.2M$2.4M-$1.7M2026-11-02
Total Clarity Wealth Management, Inc.
DECREASED30,26731,111-844-3%$1.8M$1.8M+$42.7K2026-10-26
Farther Finance Advisors, LLC
DECREASED25,68628,578-2,892-10%$1.6M$1.5M-$86.3K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED23,07822,859+219+1%$1.3M$1.4M+$81.1K2026-10-30
ATX Financial Planning, LLC
DECREASED22,09025,701-3,611-14%$1.4M$1.3M-$137.5K2026-10-14
Fortune Financial Group, Inc.
INCREASED15,00810,788+4,220+39%$607.7K$890.1K+$282.4K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED14,80014,725+75+1%$829.5K$877.8K+$48.3K2026-10-14
Kestra Advisory Services, LLC
INCREASED12,70010,578+2,122+20%$595.9K$753.2K+$157.4K2026-11-02
Verdence Capital Advisors LLC
INCREASED9,3969,365+31+0%$527.5K$557.3K+$29.8K2026-10-26
United Advisor Group, LLC
INCREASED8,6478,569+78+1%$482.7K$512.8K+$30.2K2026-11-03
Independent Financial Group, LLC
DECREASED7,5837,595-120%$427.8K$449.7K+$21.9K2026-10-13
Asset One Wealth Management LLC
DECREASED6,43828,417-21,979-77%$1.7M$381.8K-$1.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED5,9546,388-434-7%$359.8K$353.1K-$6.7K2026-11-02
Insight Wealth Strategies, LLC
DECREASED5,8416,452-611-9%$364.3K$346.4K-$17.8K2026-10-09
SeaBridge Investment Advisors LLC
NEW5,712—+5,712——$338.8K—2026-11-02
Iron Financial LLC
INCREASED5,5325,510+22+0%$310.4K$328.1K+$17.7K2026-10-23
QTR Family Wealth, LLC
INCREASED5,5325,516+16+0%$310.7K$328.1K+$17.4K2026-11-02
Valley National Advisers Inc
UNCHANGED5,1225,12200%$288.5K$303.8K+$15.3K2026-10-23
Apollon Wealth Management, LLC
UNCHANGED5,0355,03500%$283.6K$298.6K+$15.0K2026-10-23
USAdvisors Wealth Management, LLC
UNCHANGED4,7254,72500%$266.0K$280-$265.7K2026-10-21
Basso Capital Management, L.P.
DECREASED4,2187,865-3,647-46%$443.0K$250.2K-$192.9K2026-10-30
McKinley Carter Wealth Services, Inc.
DECREASED3,8233,877-54-1%$218.4K$226.7K+$8.4K2026-10-16
Insight Advisors, LLC/ PA
DECREASED3,5573,816-259-7%$215.0K$211.0K-$4.0K2026-10-22
Cyndeo Wealth Partners, LLC
NEW3,389—+3,389——$201.0K—2026-10-16
Triumph Capital Management
INCREASED1,4741,468+6+0%$82.7K$87.4K+$4.7K2026-10-14
Fifth Third Bancorp
UNCHANGED62462400%$35.2K$37.0K+$1.9K2026-11-05
Private Trust Co NA
UNCHANGED58258200%$32.8K$34.5K+$1.7K2026-10-20
Trust Co of Vermont
UNCHANGED50050000%$28.2K$29.7K+$1.5K2026-10-21
IFP Advisors, Inc
NEW283—+283——$16.8K—2026-10-16
Lanark Financial, Inc.
UNCHANGED20020000%$11.3K$11.9K+$5972026-10-26
Rachor Investment Advisory Services, LLC
NEW123—+123——$7.3K—2026-10-29
Atria Investments, Inc
CLOSED09,008-9,008-100%$507.4K$0-$507.4K2026-10-15
Bank of America Corp
N/A—722,597-722,597-100%$40.7M———
Morgan Stanley
N/A—702,544-702,544-100%$39.6M———
LPL Financial LLC
N/A—659,314-659,314-100%$37.1M———
Raymond James Financial Inc
N/A—497,047-497,047-100%$28.0M———
UBS Group AG
N/A—207,116-207,116-100%$11.7M———
Arkadios Wealth Advisors
N/A—181,244-181,244-100%$10.2M———
Ameriprise Financial Inc
N/A—179,557-179,557-100%$12.1M———
Jones Financial Companies Lllp
N/A—175,219-175,219-100%$9.8M———
Cetera Investment Advisers
N/A—110,521-110,521-100%$6.2M———
Private Advisor Group, LLC
N/A—93,809-93,809-100%$5.3M———
Sanctuary Advisors, LLC
N/A—91,026-91,026-100%$5.1M———
Kovack Advisors, Inc.
N/A—80,123-80,123-100%$4.5M———
Jane Street Group, LLC
N/A—79,484-79,484-100%$4.5M———
GTS Securities LLC
N/A—69,046-69,046-100%$3.9M———
Vista Investment Management
N/A—66,079-66,079-100%$3.7M———
Citadel Advisors LLC
N/A—53,158-53,158-100%$3.0M———
MML Investors Services, LLC
N/A—48,989-48,989-100%$2.8M———
Gateway Wealth Partners, LLC
N/A—40,976-40,976-100%$2.3M———
Royal Bank of Canada
N/A—39,569-39,569-100%$2.2M———
Susquehanna International Group, LLP
N/A—36,534-36,534-100%$2.1M———
Towle & Co
N/A—32,748-32,748-100%$1.8M———
Dana Investment Advisors, Inc.
N/A—28,240-28,240-100%$1.6M———
Janney Montgomery Scott LLC
N/A—27,903-27,903-100%$1.6M———
Envestnet Asset Management Inc
N/A—26,965-26,965-100%$1.5M———
Equitable Holdings, Inc.
N/A—25,882-25,882-100%$1.5M———
Stratos Wealth Advisors, LLC
N/A—24,806-24,806-100%$1.4M———
Fortis Group Advisors, LLC
N/A—21,924-21,924-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—19,911-19,911-100%$1.1M———
Stifel Financial Corp
N/A—16,794-16,794-100%$946.0K———
PFG Investments, LLC
N/A—16,476-16,476-100%$928.1K———
Daner Wealth Management, LLC
N/A—12,264-12,264-100%$753.6K———
Natixis Advisors, LLC
N/A—10,193-10,193-100%$574.0K———
Osaic Holdings, Inc.
N/A—9,716-9,716-100%$547.5K———
Essex Financial Services, Inc.
N/A—8,028-8,028-100%$452.2K———
ProVise Management Group, LLC
N/A—5,776-5,776-100%$325.4K———
Leavell Investment Management, Inc.
N/A—5,087-5,087-100%$286.5K———
Mutual Advisors, LLC
N/A—5,023-5,023-100%$283.0K———
Aspire Capital Advisors LLC
N/A—4,863-4,863-100%$273.9K———
Thoroughbred Financial Services, LLC
N/A—4,682-4,682-100%$263.0K———
Northwestern Mutual Wealth Management Co
N/A—4,421-4,421-100%$249.0K———
Flow Traders U.S. LLC
N/A—3,759-3,759-100%$212.0K———
Mariner, LLC
N/A—3,630-3,630-100%$204.5K———
Ancora Advisors LLCA
N/A—1,969-1,969-100%$110.9K———
Fiduciary Financial Advisors
N/A—1,207-1,207-100%$68.0K———
Federation des caisses Desjardins du Quebec
N/A—1,070-1,070-100%$60.3K———
Allworth Financial LP
N/A—557-557-100%$31.4K———
Geneos Wealth Management Inc.
N/A—280-280-100%$15.8K———
FMR LLC
N/A—236-236-100%$13.3K———
AE Wealth Management LLC
N/A—223-223-100%$12.6K———
Global Retirement Partners, LLC
N/A—206-206-100%$11.6K———
UBS Asset Management Americas LLC
N/A—20-20-100%$1.1K———
Wells Fargo & Company
N/A—00—$20———
Showing 93 of 93 institutions