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 98 institutions that hold shares in the stock, with a total of 24 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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,316
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,878
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,876
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,831
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 42.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
4,475
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4,423
shares
|
$0
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,129
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 49.76%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2,941
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 44.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,895
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,629
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 10.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
983
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
764
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 297.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
591
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
451
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
323
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 158.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
261
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
183
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 21.46%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
114
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 99.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 136.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|