PKW Institutional Ownership
Invesco BuyBack Achievers ETF
1W: -0.7%
1M: -5.3%
3M: +0.5%
YTD: +6.7%
1Y: +9.3%
3Y: +64.4%
5Y: +64.0%
$144.57
-0.12 (-0.08%)
Weekly Expected Move ±1.7%
$140
$142
$145
$147
$149
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PKW
266
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
732M
Total Invested
20
New Positions
72
Increased
97
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (281 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 832,827 | 120M | -9,166 | -1.1% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 465,875 | 67M | +9,985 | +2.2% | 33Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 360,719 | 52M | -9,121 | -2.5% | 33Q | SEC ↗ |
| 4 | MORGAN STANLEY | 322,879 | 47M | -21,133 | -6.1% | 33Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 224,437 | 32M | +3,346 | +1.5% | 7Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 202,461 | 29M | +8,713 | +4.5% | 33Q | SEC ↗ |
| 7 | UBS Group AG | 176,638 | 26M | +2,798 | +1.6% | 33Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 104,991 | 15M | -1,065 | -1.0% | 33Q | SEC ↗ |
| 9 | Koshinski Asset Management, Inc. | 88,373 | 13M | +8,845 | +11.1% | 10Q | SEC ↗ |
| 10 | Curtis Advisory Group, LLC | 81,437 | 12M | -1,118 | -1.4% | 27Q | SEC ↗ |
| 11 | Triton Wealth Management, PLLC | 77,833 | 11M | +5,779 | +8.0% | 5Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 70,893 | 10M | +20,474 | +40.6% | 33Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 68,600 | 10M | -1,920 | -2.7% | 31Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 62,615 | 9M | +1,483 | +2.4% | 15Q | SEC ↗ |
| 15 | Resonant Capital Advisors, LLC | 61,405 | 9M | — | +0.0% | 27Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 61,128 | 9M | -7,644 | -11.1% | 27Q | SEC ↗ |
| 17 | Legacy Capital Wealth Partners, LLC | 58,527 | 8M | -231 | -0.4% | 9Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 56,816 | 8M | +4,504 | +8.6% | 26Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 51,561 | 7M | +15,230 | +41.9% | 16Q | SEC ↗ |
| 20 | Waverly Advisors, LLC | 51,046 | 7M | +633 | +1.3% | 10Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 47,969 | 7M | +1,161 | +2.5% | 27Q | SEC ↗ |
| 22 | Prime Capital Investment Advisors, LLC | 47,688 | 7M | -692 | -1.4% | 13Q | SEC ↗ |
| 23 | CAHILL FINANCIAL ADVISORS INC | 47,208 | 7M | -38 | -0.1% | 28Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 44,227 | 6M | -4,141 | -8.6% | 33Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 43,449 | 6M | -27,624 | -38.9% | 33Q | SEC ↗ |
| 26 | FMR LLC | 43,149 | 6M | +84 | +0.2% | 30Q | SEC ↗ |
| 27 | Hudock, Inc. | 40,910 | 6M | -1,241 | -2.9% | 4Q | SEC ↗ |
| 28 | Mariner, LLC | 36,301 | 5M | -45,682 | -55.7% | 15Q | SEC ↗ |
| 29 | THOROUGHBRED FINANCIAL SERVICES, LLC | 36,101 | 5M | -1,181 | -3.2% | 12Q | SEC ↗ |
| 30 | Focus Partners Wealth | 33,405 | 5M | +8,609 | +34.7% | 3Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 33,278 | 5M | -1,148 | -3.3% | 33Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 33,150 | 5M | +1,156 | +3.6% | 11Q | SEC ↗ |
| 33 | Cornerstone Wealth Management, LLC | 33,135 | 5M | +880 | +2.7% | 14Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 32,404 | 5M | +529 | +1.7% | 14Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 31,236 | 5M | +2,518 | +8.8% | 23Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 30,746 | 4M | -6,939 | -18.4% | 29Q | SEC ↗ |
| 37 | Total Clarity Wealth Management, Inc. | 29,516 | 4M | -57 | -0.2% | 3Q | SEC ↗ |
| 38 | Sovran Advisors, LLC | 27,284 | 4M | -24,258 | -47.1% | 7Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 26,991 | 4M | -7,002 | -20.6% | 30Q | SEC ↗ |
| 40 | Titiun Yejiel | 25,000 | 4M | — | +0.0% | 3Q | SEC ↗ |
| 41 | GHP Investment Advisors, Inc. | 24,733 | 4M | -771 | -3.0% | 18Q | SEC ↗ |
| 42 | Smart Portfolios, LLC | 23,290 | 3M | +540 | +2.4% | 8Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 21,806 | 3M | +8,485 | +63.7% | 19Q | SEC ↗ |
| 44 | Creative Planning | 21,262 | 3M | +2,558 | +13.7% | 20Q | SEC ↗ |
| 45 | Breakwater Capital Group | 20,898 | 3M | -191 | -0.9% | 13Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 19,711 | 3M | -183 | -0.9% | 23Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 19,643 | 3M | +3,189 | +19.4% | 33Q | SEC ↗ |
| 48 | Stegent Equity Advisors, Inc. | 18,724 | 3M | +2,478 | +15.3% | 3Q | SEC ↗ |
| 49 | Tempus Wealth Planning, LLC | 18,640 | 3M | +7,547 | +68.0% | 27Q | SEC ↗ |
| 50 | FLAGSHIP HARBOR ADVISORS, LLC | 18,287 | 3M | -47 | -0.3% | 33Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 11,747 | 2M |
| HRT FINANCIAL LP | 7,893 | 1M |
| EP Wealth Advisors, LLC | 6,000 | 867K |
| COFG Advisors, LLC | 4,152 | 600K |
| Capstone Wealth Management Group, I | 3,179 | 460K |
| Integrity Wealth Partners, LLC | 2,664 | 385K |
| Financial & Tax Architects, LLC | 2,088 | 302K |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,808 | 261K |
| TRUST CO OF VERMONT | 1,751 | 253K |
| Dana Investment Advisors, Inc. | 1,516 | 219K |
| Vertex Planning Partners, LLC | 1,500 | 217K |
| Navis Wealth Advisors, LLC | 1,500 | 217K |
| Stelac Advisory Services LLC | 1,473 | 213K |
| Argent Advisors, Inc. | 1,450 | 210K |
| Dynamic Advisor Solutions LLC | 1,434 | 207K |
| Global Retirement Partners, LLC | 567 | 82K |
| Allspring Global Investments Holdin | 500 | 72K |
| Luminist Capital LLC | 456 | 66K |
| Arax Advisory Partners | 126 | 18K |
| FIDUCIARY FINANCIAL ADVISORS | 102 | 15K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 20,000 | 3M |
| Fortis Group Advisors, LLC | 18,075 | 3M |
| WIN ADVISORS, INC | 12,011 | 2M |
| GOLDMAN SACHS GROUP INC | 11,616 | 2M |
| SILVER OAK SECURITIES, INCORPORATED | 11,007 | 2M |
| Meridian Wealth Management, LLC | 4,934 | 713K |
| Independent Wealth Network Inc. | 4,908 | 710K |
| BigSur Wealth Management LLC | 4,900 | 708K |
| SteelPeak Wealth, LLC | 4,101 | 593K |
| Independent Advisor Alliance | 2,982 | 431K |
| JANE STREET GROUP, LLC | 2,952 | 427K |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,269 | 328K |
| TBH Global Asset Management, LLC | 2,130 | 308K |
| Orion Porfolio Solutions, LLC | 1,934 | 280K |
| INTEGRITY ALLIANCE, LLC. | 1,701 | 246K |
| VESTOR CAPITAL, LLC | 1,683 | 243K |
| KTF INVESTMENTS, LLC | 1,595 | 231K |
| Retirement Planning Group, LLC | 1,513 | 219K |
| Sound Income Strategies, LLC | 813 | 118K |
| Kohmann Bosshard Financial Services | 800 | 116K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +20,474 | +40.6% | 70,893 |
| AMERIPRISE FINANCIAL INC | +15,230 | +41.9% | 51,561 |
| LPL Financial LLC | +9,985 | +2.2% | 465,875 |
| Del-Sette Capital Management, LLC | +9,865 | +158.7% | 16,080 |
| Koshinski Asset Management, Inc. | +8,845 | +11.1% | 88,373 |
| STIFEL FINANCIAL CORP | +8,713 | +4.5% | 202,461 |
| Focus Partners Wealth | +8,609 | +34.7% | 33,405 |
| NewEdge Advisors, LLC | +8,485 | +63.7% | 21,806 |
| Tempus Wealth Planning, LLC | +7,547 | +68.0% | 18,640 |
| Triton Wealth Management, PLLC | +5,779 | +8.0% | 77,833 |
| OSAIC HOLDINGS, INC. | +4,504 | +8.6% | 56,816 |
| Integrated Wealth Concepts LLC | +4,306 | +50.9% | 12,773 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,523 | +58.6% | 9,531 |
| RAYMOND JAMES FINANCIAL INC | +3,346 | +1.5% | 224,437 |
| MML INVESTORS SERVICES, LLC | +3,189 | +19.4% | 19,643 |
| UBS Group AG | +2,798 | +1.6% | 176,638 |
| BlackRock, Inc. | +2,784 | +230.5% | 3,992 |
| Janney Montgomery Scott LLC | +2,573 | +71.4% | 6,179 |
| Creative Planning | +2,558 | +13.7% | 21,262 |
| Kestra Advisory Services, LLC | +2,518 | +8.8% | 31,236 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -45,682 | -55.7% | 36,301 |
| TWO SIGMA INVESTMENTS, LP | -33,500 | -87.0% | 4,988 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -27,624 | -38.9% | 43,449 |
| Sovran Advisors, LLC | -24,258 | -47.1% | 27,284 |
| MORGAN STANLEY | -21,133 | -6.1% | 322,879 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,821 | -55.4% | 10,309 |
| BANK OF AMERICA CORP /DE | -9,166 | -1.1% | 832,827 |
| WELLS FARGO & COMPANY/MN | -9,121 | -2.5% | 360,719 |
| TRUIST FINANCIAL CORP | -7,644 | -11.1% | 61,128 |
| Private Advisor Group, LLC | -7,002 | -20.6% | 26,991 |
| Steward Partners Investment Advisor | -6,939 | -18.4% | 30,746 |
| Tower Research Capital LLC (TRC) | -4,280 | -72.2% | 1,649 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,141 | -8.6% | 44,227 |
| Pacific Wealth Strategies Group, In | -3,081 | -15.0% | 17,415 |
| Gator Capital Management, LLC | -2,466 | -30.1% | 5,717 |
| ENVESTNET ASSET MANAGEMENT INC | -1,920 | -2.7% | 68,600 |
| Destiny Wealth Partners, LLC | -1,515 | -17.6% | 7,103 |
| UPTICK PARTNERS, LLC | -1,325 | -13.7% | 8,368 |
| Hudock, Inc. | -1,241 | -2.9% | 40,910 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -1,181 | -3.2% | 36,101 |