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 149 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $61.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
74
shares
|
$1,269
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
71
shares
|
$1,218
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
65
shares
|
$1,115
0.0% of portfolio
|
Q2 2024
Reduced 29.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
55
shares
|
$943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
49
shares
|
$840
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
46
shares
|
$789
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
44
shares
|
$755
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
41
shares
|
$703
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
36
shares
|
$617
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
35
shares
|
$600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
30
shares
|
$514
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
29
shares
|
$497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25
shares
|
$429
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
20
shares
|
$343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
15
shares
|
$257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$257
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$257
0.0% of portfolio
|
Q4 2021
Reduced 77.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$120
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q4 2022
Reduced 97.84%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
3
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|