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 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $55.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
562,281
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
473,962
shares
|
$12.3 Million
0.5% of portfolio
|
Q3 2022
Added 14.33%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
171,507
shares
|
$4.45 Million
0.23% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
168,707
shares
|
$4.37 Million
0.17% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,288
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.09 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
74,014
shares
|
$1.92 Million
0.1% of portfolio
|
Q4 2024
Added 26.61%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
73,644
shares
|
$1.91 Million
0.74% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
59,900
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.13 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
|
$994,913
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,319
shares
|
$993,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32,401
shares
|
$839,833
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
30,006
shares
|
$777,755
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,664
shares
|
$561,530
0.0% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
19,307
shares
|
$500,437
0.03% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
16,236
shares
|
$420,837
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,753
shares
|
$408,317
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,074
shares
|
$364,798
0.03% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,686
shares
|
$354,741
0.02% of portfolio
|
Q4 2024
Reduced 39.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,676
shares
|
$224,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,564
shares
|
$221,978
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,564
shares
|
$221,978
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,039
shares
|
$208,370
0.14% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,988
shares
|
$51,528
0.0% of portfolio
|
Q4 2024
Added 12.89%
|