Institutional Ownership Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $87.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
750
shares
|
$35,085
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
750
shares
|
$35,085
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
700
shares
|
$32,746
0.0% of portfolio
|
Q4 2024
Reduced 61.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
610
shares
|
$28,535
0.02% of portfolio
|
Q2 2022
Reduced 16.44%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
550
shares
|
$25,729
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
534
shares
|
$24,980
0.0% of portfolio
|
Q1 2023
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$23,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
484
shares
|
$22,641
0.0% of portfolio
|
Q2 2024
Reduced 53.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
416
shares
|
$19,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
415
shares
|
$19,413
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
406
shares
|
$18,992
0.0% of portfolio
|
Q3 2021
Reduced 39.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
400
shares
|
$18,712
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
398
shares
|
$18,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
321
shares
|
$15,016
0.0% of portfolio
|
Q3 2024
Reduced 17.69%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$14,034
0.0% of portfolio
|
Q1 2024
Added 5900.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
280
shares
|
$13,098
0.0% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
264
shares
|
$12,349
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$11,367
0.0% of portfolio
|
Q4 2024
Added 1250.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
238
shares
|
$11,133
0.0% of portfolio
|
Q1 2024
Reduced 44.65%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$9,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
158
shares
|
$7,391
0.0% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
150
shares
|
$7,017
0.0% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
108
shares
|
$5,052
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,678
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
95
shares
|
$4,444
0.0% of portfolio
|
Q4 2024
New holding
|