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 158 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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$305
0.0% of portfolio
|
Q2 2025
Reduced 98.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6
shares
|
$183
0.0% of portfolio
|
Q3 2025
Reduced 93.75%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4
shares
|
$122
0.0% of portfolio
|
Q4 2022
Reduced 97.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$61
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|