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 158 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
331
shares
|
$10,102
0.0% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
323
shares
|
$9,857
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
311
shares
|
$9,491
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
310
shares
|
$9,461
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$9,156
0.0% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
256
shares
|
$7,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
227
shares
|
$6,928
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
225
shares
|
$6,867
0.0% of portfolio
|
Q3 2025
Reduced 38.86%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
220
shares
|
$6,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
210
shares
|
$6,409
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
202
shares
|
$6,165
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
200
shares
|
$6,104
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
197
shares
|
$6,012
0.0% of portfolio
|
Q1 2021
Reduced 15.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
188
shares
|
$5,737
0.0% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
167
shares
|
$5,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
162
shares
|
$4,944
0.0% of portfolio
|
Q3 2025
Reduced 71.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
160
shares
|
$4,883
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
151
shares
|
$4,608
0.0% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
134
shares
|
$4,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
133
shares
|
$4,059
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
131
shares
|
$3,998
0.0% of portfolio
|
Q4 2024
Reduced 55.14%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
126
shares
|
$3,845
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
125
shares
|
$3,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
124
shares
|
$3,784
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
122
shares
|
$3,723
0.0% of portfolio
|
Q3 2025
Reduced 22.78%
|
|