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 145 institutions that hold shares in the stock, with a total of 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $71.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
49
shares
|
$957
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
46
shares
|
$899
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
43
shares
|
$840
0.0% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
41
shares
|
$801
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
36
shares
|
$703
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
35
shares
|
$684
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
31
shares
|
$606
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
30
shares
|
$586
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25
shares
|
$488
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$293
0.0% of portfolio
|
Q4 2021
Reduced 77.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
15
shares
|
$293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$293
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$136
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4
shares
|
$78
0.0% of portfolio
|
Q4 2022
Reduced 97.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$58
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
3
shares
|
$58
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|