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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
197
shares
|
$3,821
0.0% of portfolio
|
Q1 2021
Reduced 15.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
174
shares
|
$3,375
0.0% of portfolio
|
Q1 2024
Reduced 65.88%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
167
shares
|
$3,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
160
shares
|
$3,104
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$2,910
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$2,910
0.0% of portfolio
|
Q3 2022
Reduced 78.13%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
134
shares
|
$2,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
133
shares
|
$2,580
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
131
shares
|
$2,541
0.0% of portfolio
|
Q4 2024
Reduced 55.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
126
shares
|
$2,444
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
125
shares
|
$2,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
125
shares
|
$2,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
124
shares
|
$2,405
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
100
shares
|
$1,939
0.0% of portfolio
|
Q1 2021
Added 11.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
90
shares
|
$1,745
0.0% of portfolio
|
Q1 2023
Added 1298.89%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
81
shares
|
$1,571
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
80
shares
|
$1,552
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
78
shares
|
$1,513
0.0% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
75
shares
|
$1,455
0.0% of portfolio
|
Q2 2023
Reduced 57.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
74
shares
|
$1,435
0.0% of portfolio
|
Q1 2023
Reduced 76.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
74
shares
|
$1,435
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
71
shares
|
$1,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
65
shares
|
$1,261
0.0% of portfolio
|
Q2 2024
Reduced 29.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
55
shares
|
$1,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
49
shares
|
$950
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|