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Get Institutions for : 
Invesco Buyback Achievers ETF (PKW)  
$102.70 0.90 (0.88%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 198    8
Total shares held : 
4,058,053  
% of shares held : 
17.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -33  
Amount of shares held : 
-11,493,544  
% of shares held change : 
  -50.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$89.25  
Last Quarter's Ending Price : 
$99.02  
Last Quarter's Average Price
$91.38  
Change from last quarter's     
avg. price to the last closing  : 
11.32 (12.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 73,635
 1.81%
 
Increased Positions :
50
 170,641
 4.2%
 
Unchanged Positions :
57
 239,986
 5.91%
 
Decreased Positions :
75
-9,250,069
-227.94%
 
Closed Positions :
24
-2,487,751
-61.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Impact Partnership Wealth LLC 811 *Closed 2023-12-31 0 $0 -162
   Atomi Financial Group Inc. 604 *Closed 2023-12-31 0 $0 -7,895
   NATIONAL ASSET MANAGEMENT, INC. 1399 *Closed 2023-12-31 0 $0 -71,926
   Fermata Advisors LLC 220 *Closed 2024-03-31 0 $0 -2,637
   GUARANTY TRUST CO OF MISSOURI /MO/ 1341 *Closed 2024-03-31 0 $0 -510
   GREAT VALLEY ADVISOR GROUP INC. 721 *Closed 2023-12-31 0 $0 -4,423
   Sigma Planning Corp 989 *Closed 2023-12-31 0 $0 -3,469
   GeoWealth Management LLC 684 *Closed 2023-12-31 0 $0 -2,924
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 628 *Closed 2024-03-31 0 $0 -3,994
   Coppell Advisory Solutions Corp. 659 *Closed 2023-03-31 0 $0 -39
   Concorde Asset Management LLC 165 *Closed 2023-12-31 0 $0 -4,455
   Marshall Financial Group LLC 178 *Closed 2024-03-31 0 $0 -2,593
   Penserra Capital Management LLC 1290 *Closed 2023-12-31 0 $0 -80
   Trexquant Investment LP 1638 *Closed 2023-12-31 0 $0 -2,548
   Baird Financial Group Inc. 1740 *Closed 2023-12-31 0 $0 -6,114
   PRUDENTIAL FINANCIAL INC 2690 *Closed 2023-12-31 0 $0 -18,206
   Atria Wealth Solutions Inc. 1977 *Closed 2023-12-31 0 $0 -68,965
   SigFig Wealth Management LLC 118 *Closed 2023-12-31 0 $0 -70,527
   Koshinski Asset Management Inc. 617 *Closed 2023-12-31 0 $0 -3,908
   Cape Investment Advisory Inc. 1100 *Closed 2023-12-31 0 $0 -56
   CLARK CAPITAL MANAGEMENT GROUP INC 411 *Closed 2023-12-31 0 $0 -2,083,555
   Csenge Advisory Group 694 *Closed 2023-12-31 0 $0 -7,830
   Envestnet Portfolio Solutions Inc. 1605 *Closed 2023-12-31 0 $0 -116,137
   Continuum Advisory LLC 494 *Closed 2023-12-31 0 $0 -6,637

  24 Records found
  1    
  Page 1 of 1
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