Institutional Ownership Invesco Exchange Traded Fd Tr (PUI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PUI). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 631,557 shares, which have been reported (via 13F filing form) to have a value of $24.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
312,499
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
48,996
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
46,051
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 45.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
43,407
shares
|
$1.7 Million
1.21% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
27,482
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,663
shares
|
$928,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
17,705
shares
|
$694,390
0.09% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
16,951
shares
|
$664,818
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,276
shares
|
$520,684
0.06% of portfolio
|
Q3 2024
Reduced 51.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,108
shares
|
$474,875
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,385
shares
|
$368,079
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,325
shares
|
$326,506
0.0% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
8,210
shares
|
$321,996
0.08% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,541
shares
|
$295,758
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
7,350
shares
|
$288,267
0.01% of portfolio
|
Q4 2023
Reduced 58.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,473
shares
|
$253,871
0.0% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,133
shares
|
$240,536
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,403
shares
|
$211,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,812
shares
|
$110,286
0.0% of portfolio
|
Q3 2024
Reduced 97.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$95,696
0.0% of portfolio
|
Q2 2024
Added 166.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,908
shares
|
$74,831
0.0% of portfolio
|
Q3 2024
Reduced 44.16%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$43,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
715
shares
|
$28,042
0.01% of portfolio
|
Q1 2023
Reduced 6.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
488
shares
|
$19,139
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
438
shares
|
$17,178
0.0% of portfolio
|
Q2 2022
Reduced 15.44%
|