PWZ · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (PWZ)
Who is buying and selling PWZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PWZ at a glance
- No open-market insider purchases or sales of PWZ were filed in the last 90 days.
- 11 13F filers hold PWZ among their 50 largest positions, worth $530.7M combined. The biggest bets by portfolio weight are Shared Vision Wealth Group LLC (2.6%), Chatterton & Associates Inc. (2.1%) and Syon Capital LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in PWZ.
PWZ insider trading
No open-market insider purchases or sales of PWZ were filed in the last 90 days.
Who owns PWZ? Hedge funds and superinvestors
11 13F filers hold PWZ among their 50 largest positions, worth $530.7M combined. The biggest bets by portfolio weight are Shared Vision Wealth Group LLC (2.6%), Chatterton & Associates Inc. (2.1%) and Syon Capital LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wealthfront Advisers LLCWealth manager | 0.8% | $428.5M | 17,483,077 | +0.4% shares | Q2 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 1.2% | $48.3M | 2,166,151 | +3.5% shares | Q3 2026 |
| Syon Capital LLCWealth manager | 1.3% | $30.2M | 1,231,692 | +2.2% shares | Q2 2026 |
| Shared Vision Wealth Group LLCWealth manager | 2.6% | $7.6M | 310,889 | +780.5% shares | Q2 2026 |
| Affinity Capital Advisors, LLCWealth manager | 0.5% | $4.0M | 180,526 | +46.4% shares | Q3 2026 |
| Chatterton & Associates Inc.Wealth manager | 2.1% | $3.5M | 144,898 | +9.4% shares | Q2 2026 |
| Elmwood Wealth Management, Inc.Wealth manager | 0.8% | $3.1M | 141,111 | +0.0% shares | Q3 2026 |
| SimpliFi, Inc.Wealth manager | 0.8% | $1.9M | 86,559 | +1.0% shares | Q3 2026 |
| Navigation Group, LLCWealth manager | 0.3% | $1.7M | 77,030 | +0.0% shares | Q3 2026 |
| FOCUS Wealth Advisors, LLCWealth manager | 0.4% | $875K | 39,199 | -9.8% shares | Q3 2026 |
| Impact Investors, IncWealth manager | 0.6% | $816K | 33,293 | -26.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 5). Screen PWZ in the grand portfolio →
PWZ stock trades by members of Congress
No member of Congress has disclosed a trade in PWZ.
PWZ questions and answers
Are insiders buying PWZ stock?
No open-market insider purchases or sales of PWZ were filed in the last 90 days.
Which hedge funds own PWZ?
11 13F filers hold PWZ among their 50 largest positions, worth $530.7M combined. The biggest bets by portfolio weight are Shared Vision Wealth Group LLC (2.6%), Chatterton & Associates Inc. (2.1%) and Syon Capital LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded PWZ?
No member of Congress has disclosed a trade in PWZ.
Who is the largest holder of PWZ?
Among 13F filers, Wealthfront Advisers LLC reports the largest PWZ position, $428.5M (17,483,077 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Shared Vision Wealth Group LLC's: 2.6% of its portfolio.
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