Institutional Ownership Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 9.49 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,115
shares
|
$56,720
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,054
shares
|
$53,616
0.01% of portfolio
|
Q2 2025
Reduced 43.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$46,088
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
841
shares
|
$42,781
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$40,696
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
689
shares
|
$35,049
0.0% of portfolio
|
Q2 2025
Added 58.03%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
683
shares
|
$34,744
0.0% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
570
shares
|
$28,995
0.0% of portfolio
|
Q2 2024
Reduced 45.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
547
shares
|
$27,825
0.0% of portfolio
|
Q2 2025
Reduced 83.41%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
500
shares
|
$25,435
0.05% of portfolio
|
Q2 2024
Reduced 50.84%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
436
shares
|
$22,179
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
404
shares
|
$20,551
0.0% of portfolio
|
Q3 2025
Reduced 21.71%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
373
shares
|
$18,974
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
293
shares
|
$14,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
281
shares
|
$14,294
0.0% of portfolio
|
Q3 2025
Added 56.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
270
shares
|
$13,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
204
shares
|
$10,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
200
shares
|
$10,174
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
160
shares
|
$8,139
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
111
shares
|
$5,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$1,271
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
18
shares
|
$915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|