INVESCO EXCHANGE-TRADED FUND TRUST - PWB

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$962.2M

QoQ value delta ($000)

+$101.7M (+11.82%)

Implied price effect (QoQ)

+1.43%

Total shares

7,567,348

QoQ shares delta

+702,980 (+10.24%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 35 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	174,329	1,371,487	0.05%
MORGAN STANLEY	104,539	822,431	0.01%
RAYMOND JAMES FINANCIAL INC	60,875	478,920	0.02%
BANK OF AMERICA CORP /DE/	55,550	437,031	0.0%
Cambridge Investment Research Advisors, Inc.	33,486	263,437	0.09%
Center for Wealth Management Advisory	26,761	210,537	19.72%
AMERIPRISE FINANCIAL INC	26,638	209,575	0.01%
ACT WEALTH MANAGEMENT, LLC	26,448	208,072	8.65%
UBS Group AG	24,194	190,342	0.0%
Garden State Investment Advisory Services LLC	21,056	165,654	4.64%
Wharton Business Group, LLC	20,839	163,944	0.79%
ROYAL BANK OF CANADA	16,142	126,993	0.0%
WELLS FARGO & COMPANY/MN	15,866	124,827	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	14,479	113,913	0.02%
ENVESTNET ASSET MANAGEMENT INC	14,410	113,372	0.0%
Kestra Advisory Services, LLC	13,690	107,705	0.06%
GOLDMAN SACHS GROUP INC	13,541	106,532	0.0%
TRUIST FINANCIAL CORP	11,750	92,445	0.02%
Capital Investment Counsel, LLC	11,728	92,270	1.63%
Private Advisor Group, LLC	11,482	90,337	0.05%
Cornerstone Wealth Management, LLC	11,409	89,762	0.59%
Baird Financial Group, Inc.	11,202	88,136	0.02%
Regal Investment Advisors LLC	11,144	87,673	0.67%
CAPTRUST FINANCIAL ADVISORS	8,969	70,564	0.02%
JONES FINANCIAL COMPANIES LLLP	8,443	66,431	0.01%