Institutional Ownership Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Purebeta 0 5 (PBTP). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
507,208
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
473,962
shares
|
$12.4 Million
0.5% of portfolio
|
Q3 2022
Added 14.33%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
168,707
shares
|
$4.42 Million
0.17% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,288
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.11 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
76,121
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
73,644
shares
|
$1.93 Million
0.74% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
59,900
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.14 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
39,520
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,384
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,319
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,914
shares
|
$940,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32,401
shares
|
$848,582
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
30,006
shares
|
$785,857
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,664
shares
|
$567,380
0.0% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,307
shares
|
$505,650
0.03% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
16,015
shares
|
$419,432
0.41% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,911
shares
|
$338,139
0.02% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,468
shares
|
$326,536
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,265
shares
|
$295,030
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,610
shares
|
$251,685
0.0% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,676
shares
|
$227,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,564
shares
|
$224,291
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,218
shares
|
$215,229
0.04% of portfolio
|
Q1 2025
New holding
|