Institutional Ownership Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
97,923
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
80,036
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
73,551
shares
|
$0
0.37% of portfolio
|
Q4 2024
Added 19.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
65,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
60,216
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
58,807
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
58,775
shares
|
$0
0.11% of portfolio
|
Q4 2024
Added 26.35%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
58,130
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
48,243
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
45,210
shares
|
$0
0.45% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,514
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
42,599
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
41,394
shares
|
$0
0.53% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,507
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,871
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,981
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
18,525
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,814
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,311
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
17,144
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
15,294
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
15,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,338
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
14,203
shares
|
$0
0.34% of portfolio
|
Q4 2024
New holding
|