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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
13,515
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,089
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,452
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
11,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
10,829
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
10,589
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,184
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6225.47%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,057
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,061
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,006
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
7,942
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,825
shares
|
$0
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,771
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
7,618
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,176
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,944
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,886
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 23.79%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
4,480
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 79.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4,423
shares
|
$0
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,311
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,684
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 83.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,101
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,694
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,629
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 10.52%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,616
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 34.65%
|