Institutional Ownership Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
8,179,813
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.48%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,901,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,003,592
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 14.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
884,965
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.59%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
786,972
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.99%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
541,692
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 161.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
482,256
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
416,841
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 85.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 31, 2024 Q2 2024 |
389,759
shares
|
$0
7.87% of portfolio
|
Q2 2024
Added 9.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
358,016
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 39.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
287,940
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
187,519
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.77%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
173,054
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
172,804
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
160,834
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 17.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
148,083
shares
|
$0
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
140,385
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
112,312
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
107,202
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
92,679
shares
|
$0
1.11% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
85,621
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
85,238
shares
|
$0
0.79% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
85,131
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 52.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
65,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|