Latest Institutional Sells of Invesco 1 30 Laddered Treasury (PLW)
This list provides information on the latest institutional transactions involving Invesco 1 30 Laddered Treasury (PLW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.4K- 60.52% |
N/A
|
38.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-45.3K- 4.92% |
N/A
|
875K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.7K- 32.05% |
N/A
|
46.1K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 11.91% |
N/A
|
156K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-19.8K- 10.6% |
N/A
|
167K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.1K- 5.17% |
N/A
|
241K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.57K- 42.46% |
N/A
|
4.83K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.57K- 4.26% |
N/A
|
57.8K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.31K- 44.02% |
N/A
|
2.94K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.73K- 17.33% |
N/A
|
8.27K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-211- 1.15% |
N/A
|
18.2K
$0
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.3K- 23.32% |
N/A
|
320K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-411- 8.41% |
N/A
|
4.48K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-242- 3.4% |
N/A
|
6.88K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-24- 8.42% |
N/A
|
261
$0
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-30.2K- 78.27% |
N/A
|
8.39K
$0
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.92K- 42.88% |
N/A
|
2.56K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.12K- 10.59% |
N/A
|
9.47K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-277- 21.98% |
N/A
|
983
$0
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.89M- 99.73% |
N/A
|
13.1K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-54.2K- 13.01% |
N/A
|
363K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.08K- 99.3% |
N/A
|
36
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-142- 35.24% |
N/A
|
261
$0
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-600- 50.38% |
N/A
|
591
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.74K- 87.46% |
N/A
|
250
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.42K- 11.22% |
N/A
|
11.3K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.13K- 9.13% |
N/A
|
11.2K
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-149K- 94.59% |
$0 - $4.31M
|
8.55K
$0
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.77K- 58.14% |
$97.1K - $110K
|
2.71K
$0
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-72- 21.82% |
$2.08K - $2.2K
|
258
$0
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-50- 21.46% |
$1.42K - $1.51K
|
183
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.49% |
$114 - $121
|
807
$0
|
|
| Q4 2022 | |||||||
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-17.6KClosed |
$487K - $531K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.13K- 42.29% |
$151K - $166K
|
7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-38- 32.48% |
$1.12K - $1.23K
|
79
$0
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-151KClosed |
$4.53M - $5.09M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27KClosed |
$812K - $912K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-10.7KClosed |
$320K - $360K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.39KClosed |
$222K - $249K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-6.62KClosed |
$199K - $223K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-302- 38.37% |
$9.07K - $10.2K
|
485
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-10- 20.83% |
$300 - $338
|
38
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.93KClosed |
$297K - $322K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.87KClosed |
$195K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-233Closed |
$7.74K - $8.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-21.2KClosed |
$759K - $792K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-11.4KClosed |
$407K - $424K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$375K - $391K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9KClosed |
$323K - $336K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-210Closed |
$7.53K - $7.85K
|
0
$0
|
|