Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,142
shares
|
$432,936
0.0% of portfolio
|
Q4 2024
Added 720.37%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,109
shares
|
$428,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
2,857
shares
|
$393,666
0.01% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,857
shares
|
$393,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,750
shares
|
$378,922
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,431
shares
|
$334,967
0.08% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,423
shares
|
$333,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,404
shares
|
$331,247
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$328,629
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
2,366
shares
|
$326,011
0.2% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
2,153
shares
|
$296,661
0.0% of portfolio
|
Q4 2024
Reduced 70.15%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,030
shares
|
$279,713
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,976
shares
|
$272,273
0.02% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
1,891
shares
|
$260,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,729
shares
|
$238,238
0.1% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
1,723
shares
|
$237,412
0.03% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,687
shares
|
$232,451
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,659
shares
|
$228,593
0.1% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
1,536
shares
|
$211,645
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,487
shares
|
$204,893
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,419
shares
|
$195,524
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,400
shares
|
$192,906
0.02% of portfolio
|
Q4 2024
Added 150.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$192,906
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,387
shares
|
$191,114
0.0% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
905
shares
|
$124,699
0.04% of portfolio
|
Q4 2024
Added 3.43%
|