Institutional Ownership Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
21,245
shares
|
$412,152
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
18,775
shares
|
$364,235
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,111
shares
|
$351,353
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
17,933
shares
|
$347,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,500
shares
|
$339,500
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,559
shares
|
$321,244
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,282
shares
|
$277,070
0.0% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,046
shares
|
$272,492
0.03% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,658
shares
|
$264,965
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,071
shares
|
$253,577
0.0% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,626
shares
|
$244,944
0.09% of portfolio
|
Q3 2022
Added 2.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,193
shares
|
$217,144
0.01% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,108
shares
|
$215,495
0.04% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
10,555
shares
|
$204,766
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,526
shares
|
$204,204
0.04% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,347
shares
|
$200,731
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,271
shares
|
$199,257
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,214
shares
|
$198,151
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
9,077
shares
|
$176,093
0.0% of portfolio
|
Q3 2024
Reduced 36.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,358
shares
|
$162,145
0.0% of portfolio
|
Q3 2023
Reduced 13.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
7,357
shares
|
$142,725
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
6,469
shares
|
$125,498
0.01% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,793
shares
|
$112,384
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
5,000
shares
|
$97,000
0.07% of portfolio
|
Q3 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,448
shares
|
$86,291
0.0% of portfolio
|
Q3 2024
Reduced 0.76%
|