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PKWPKW
10 quarters

Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Yes. Waverly Advisors holds 51,046 shares of PKW, worth $7.2M, as of its Q2 2026 13F filing. It increased the position by 633 shares (+1.3%) from Q1 2026. Waverly Advisors has held PKW since Q1 2024, across 10 quarterly 13F filings.

Current Value

$7.2M

Current Shares

51,046

Total Value Change

+$5.7M

Total Shares Change

+36,864

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
51,046
+1.3%
$7.2M0.0%$141.45
28
2026-Q1
Increased
50,413
+3.1%
$6.6M0.0%$130.81
28
2025-Q4
Increased
48,893
+6.9%
$6.6M0.1%$133.65
29
2025-Q3
Increased
45,737
+1.1%
$6.1M0.1%$131.55
27
2025-Q2
Decreased
45,256
-1.1%
$5.6M0.1%$122.38
0
2025-Q1
Increased
45,769
+10.0%
$5.2M0.1%$111.21
30
2024-Q4
Increased
41,596
+197.2%
$4.8M0.1%$113.34
43
2024-Q3
Unchanged
13,996
0.0%
$1.6M0.0%$112.52
0
2024-Q2
Decreased
13,996
-1.3%
$1.5M0.0%$101.88
0
2024-Q1
New
14,182
-
$1.5M0.0%$105.90
35

Other major holders of PKW: ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC.

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