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 26 institutions that hold shares in the stock, with a total of 602,217 shares, which have been reported (via 13F filing form) to have a value of $14.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
95,542
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
85,516
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
79,297
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2025
Added 44.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
61,208
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
49,613
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
40,081
shares
|
$992,806
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
30,956
shares
|
$766,780
0.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
27,750
shares
|
$687,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,218
shares
|
$525,569
0.01% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,104
shares
|
$473,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
18,329
shares
|
$454,009
0.02% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
12,184
shares
|
$301,797
0.13% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,850
shares
|
$293,524
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
11,341
shares
|
$280,916
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
9,023
shares
|
$223,499
0.05% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,630
shares
|
$213,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
8,420
shares
|
$208,563
0.04% of portfolio
|
Q4 2025
Added 4.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,484
shares
|
$185,378
0.0% of portfolio
|
Q3 2025
Added 116.05%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,700
shares
|
$42,109
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,077
shares
|
$26,677
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,067
shares
|
$26,429
0.0% of portfolio
|
Q3 2025
Reduced 42.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
497
shares
|
$12,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
306
shares
|
$7,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
100
shares
|
$2,477
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|