Institutional Ownership Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 856,136 shares, which have been reported (via 13F filing form) to have a value of $40.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
128,500
shares
|
$6.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
92,975
shares
|
$4.41 Million
0.0% of portfolio
|
Q4 2024
Added 110.4%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
82,375
shares
|
$3.91 Million
2.22% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
64,078
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
56,017
shares
|
$2.66 Million
1.32% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
46,207
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
45,681
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
34,655
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
33,522
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,002
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
30,471
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
28,768
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,201
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.63%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,878
shares
|
$896,327
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,956
shares
|
$710,110
0.0% of portfolio
|
Q4 2024
Added 125.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,928
shares
|
$708,781
0.0% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,394
shares
|
$683,427
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,910
shares
|
$660,446
0.05% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,319
shares
|
$537,426
0.02% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,578
shares
|
$454,763
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,708
shares
|
$413,455
0.02% of portfolio
|
Q1 2020
Reduced 98.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,593
shares
|
$360,515
0.0% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,638
shares
|
$315,172
0.0% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,275
shares
|
$250,456
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,836
shares
|
$229,613
0.02% of portfolio
|
Q4 2024
Reduced 51.47%
|