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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
125
shares
|
$9,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$7,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$7,777
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
90
shares
|
$6,999
0.0% of portfolio
|
Q2 2024
Reduced 71.52%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
89
shares
|
$6,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
56
shares
|
$4,355
0.0% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
50
shares
|
$3,888
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
50
shares
|
$3,888
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$2,022
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
21
shares
|
$1,633
0.0% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
17
shares
|
$1,322
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
3
shares
|
$233
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3
shares
|
$233
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|