Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 776,568 shares, which have been reported (via 13F filing form) to have a value of $19.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
234,253
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
108,841
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
67,725
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
60,107
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
46,553
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 41.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
42,876
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
40,851
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
31,427
shares
|
$779,389
0.46% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
28,733
shares
|
$712,578
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,828
shares
|
$442,134
0.0% of portfolio
|
Q3 2024
Added 74.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,893
shares
|
$270,146
0.0% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,700
shares
|
$265,360
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,580
shares
|
$262,384
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,287
shares
|
$255,117
0.0% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,874
shares
|
$244,875
0.0% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,562
shares
|
$237,137
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,676
shares
|
$215,164
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
8,603
shares
|
$213,354
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,375
shares
|
$182,900
0.0% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,655
shares
|
$140,244
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,448
shares
|
$60,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,760
shares
|
$43,648
0.0% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
497
shares
|
$12,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
266
shares
|
$6,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
100
shares
|
$2,480
0.0% of portfolio
|
Q2 2024
New holding
|