Institutional Ownership Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 3.68 Million shares, which have been reported (via 13F filing form) to have a value of $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,550
shares
|
$72,952
0.03% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,448
shares
|
$70,856
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,135
shares
|
$64,424
0.0% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,082
shares
|
$63,335
0.0% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,008
shares
|
$61,814
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,814
shares
|
$57,827
0.0% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,615
shares
|
$53,738
0.0% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$52,772
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,449
shares
|
$50,326
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,146
shares
|
$44,100
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,974
shares
|
$40,565
0.0% of portfolio
|
Q1 2022
Added 2.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$39,456
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$32,304
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,408
shares
|
$28,934
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,397
shares
|
$28,708
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,209
shares
|
$24,844
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$21,145
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,015
shares
|
$20,858
0.0% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$20,550
0.0% of portfolio
|
Q3 2023
Reduced 14.46%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
876
shares
|
$18,001
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
837
shares
|
$17,200
0.0% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
804
shares
|
$16,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
770
shares
|
$15,823
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
759
shares
|
$15,597
0.0% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
590
shares
|
$12,124
0.0% of portfolio
|
Q2 2024
Reduced 22.57%
|