Institutional Ownership Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Purebeta 0 5 (PBTP). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $51.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
627,131
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
473,962
shares
|
$12.2 Million
0.5% of portfolio
|
Q3 2022
Added 14.33%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
171,507
shares
|
$4.4 Million
0.23% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
152,791
shares
|
$3.92 Million
0.2% of portfolio
|
Q3 2024
Added 71.76%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.07 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
65,700
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
58,457
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
58,310
shares
|
$1.5 Million
0.63% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,384
shares
|
$984,549
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
32,355
shares
|
$829,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,585
shares
|
$810,155
0.0% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,664
shares
|
$555,681
0.0% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,307
shares
|
$495,224
0.03% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,098
shares
|
$489,863
0.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
16,236
shares
|
$416,453
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,753
shares
|
$404,064
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,074
shares
|
$360,998
0.03% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,686
shares
|
$351,045
0.02% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,812
shares
|
$226,027
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,676
shares
|
$222,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,564
shares
|
$219,666
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
8,510
shares
|
$218,281
0.13% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,998
shares
|
$205,148
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$45,169
0.0% of portfolio
|
Q3 2024
Added 0.97%
|