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 157 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,470
shares
|
$44,864
0.0% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,397
shares
|
$42,636
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
1,385
shares
|
$42,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,227
shares
|
$37,448
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,147
shares
|
$35,006
0.0% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,042
shares
|
$31,801
0.0% of portfolio
|
Q3 2025
Reduced 59.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$31,405
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,005
shares
|
$30,672
0.0% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,004
shares
|
$30,642
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
770
shares
|
$23,500
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
758
shares
|
$23,134
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
740
shares
|
$22,584
0.01% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
712
shares
|
$21,730
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
619
shares
|
$18,891
0.02% of portfolio
|
Q3 2025
Added 104.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
609
shares
|
$18,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
600
shares
|
$18,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
582
shares
|
$17,762
0.0% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
581
shares
|
$17,732
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
580
shares
|
$17,701
0.01% of portfolio
|
Q2 2025
Added 104.23%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
465
shares
|
$14,191
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$13,245
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$11,292
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
357
shares
|
$10,895
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
351
shares
|
$10,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
334
shares
|
$10,193
0.0% of portfolio
|
Q4 2023
Reduced 72.49%
|
|