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 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,482
shares
|
$93,046
0.0% of portfolio
|
Q2 2024
Reduced 26.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,463
shares
|
$92,651
0.0% of portfolio
|
Q2 2024
Added 20.69%
|
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
4,426
shares
|
$91,883
0.01% of portfolio
|
Q1 2024
Added 18.44%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,791
shares
|
$78,701
0.0% of portfolio
|
Q2 2024
Added 34.86%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,550
shares
|
$73,698
0.03% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,470
shares
|
$72,037
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,008
shares
|
$62,446
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
2,814
shares
|
$58,418
0.0% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
2,693
shares
|
$55,906
0.0% of portfolio
|
Q1 2021
Added 681.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,687
shares
|
$55,782
0.0% of portfolio
|
Q2 2024
Reduced 37.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$53,311
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,448
shares
|
$50,820
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,974
shares
|
$40,980
0.0% of portfolio
|
Q1 2022
Added 2.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$39,859
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$32,634
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
1,408
shares
|
$29,230
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,397
shares
|
$29,001
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,209
shares
|
$25,098
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$21,362
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
1,027
shares
|
$21,320
0.0% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,015
shares
|
$21,071
0.0% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$20,760
0.0% of portfolio
|
Q3 2023
Reduced 14.46%
|
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
876
shares
|
$18,185
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
770
shares
|
$15,985
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
759
shares
|
$15,756
0.0% of portfolio
|
Q3 2024
Reduced 6.53%
|