Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 565,995 shares, which have been reported (via 13F filing form) to have a value of $14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
95,542
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
85,516
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
61,208
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
54,995
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50,313
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
40,081
shares
|
$992,806
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
30,956
shares
|
$766,780
0.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
27,750
shares
|
$687,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,218
shares
|
$525,569
0.01% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,104
shares
|
$473,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
17,531
shares
|
$434,242
0.01% of portfolio
|
Q3 2025
Reduced 64.1%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
12,108
shares
|
$299,915
0.17% of portfolio
|
Q3 2025
Reduced 57.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,850
shares
|
$293,524
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
9,000
shares
|
$222,930
0.05% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,630
shares
|
$213,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
8,062
shares
|
$199,695
0.06% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,484
shares
|
$185,378
0.0% of portfolio
|
Q3 2025
Added 116.05%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,700
shares
|
$42,109
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,077
shares
|
$26,677
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,067
shares
|
$26,429
0.0% of portfolio
|
Q3 2025
Reduced 42.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
497
shares
|
$12,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
306
shares
|
$7,579
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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|