Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,825
shares
|
$104,663
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,814
shares
|
$104,032
0.0% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,710
shares
|
$98,068
0.0% of portfolio
|
Q4 2023
Reduced 18.96%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,710
shares
|
$98,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,631
shares
|
$93,537
0.0% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,552
shares
|
$89,007
0.0% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$77,422
0.0% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,295
shares
|
$74,268
0.01% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,175
shares
|
$67,386
0.02% of portfolio
|
Q1 2022
Reduced 50.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
802
shares
|
$45,994
0.01% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
797
shares
|
$45,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
695
shares
|
$39,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
671
shares
|
$38,481
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
670
shares
|
$38,424
0.0% of portfolio
|
Q3 2024
Added 30.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
670
shares
|
$38,424
0.0% of portfolio
|
Q2 2020
Reduced 11.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
650
shares
|
$37,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
553
shares
|
$31,714
0.0% of portfolio
|
Q2 2024
Added 123.89%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
518
shares
|
$29,707
0.0% of portfolio
|
Q2 2021
Added 516.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
517
shares
|
$29,649
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
516
shares
|
$29,592
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
413
shares
|
$23,685
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
350
shares
|
$20,072
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
326
shares
|
$18,696
0.0% of portfolio
|
Q2 2024
Added 593.62%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
320
shares
|
$18,352
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
299
shares
|
$17,147
0.0% of portfolio
|
Q3 2022
Added 80.12%
|