Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $81.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
97,986
shares
|
$7.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
92,687
shares
|
$7.21 Million
0.0% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
85,095
shares
|
$6.62 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
72,025
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
59,918
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
47,403
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
47,186
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
46,137
shares
|
$3.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 81.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
25,002
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
24,286
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
21,995
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
20,768
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,156
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,723
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
19,450
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
18,344
shares
|
$1.43 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
16,500
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,701
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,131
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,784
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$969,791
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
12,425
shares
|
$966,292
0.38% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,219
shares
|
$950,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,916
shares
|
$926,707
0.02% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
10,200
shares
|
$793,254
0.03% of portfolio
|
Q3 2025
Reduced 20.5%
|
|