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 27 institutions that hold shares in the stock, with a total of 793,665 shares, which have been reported (via 13F filing form) to have a value of $19.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
258,233
shares
|
$6.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
108,841
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
71,762
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
70,102
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 13.12%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
41,781
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
39,618
shares
|
$981,734
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
32,960
shares
|
$816,748
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
32,504
shares
|
$805,449
0.45% of portfolio
|
Q3 2024
Added 109.23%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
28,733
shares
|
$712,003
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,253
shares
|
$278,849
0.01% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,893
shares
|
$269,928
0.0% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,700
shares
|
$265,146
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,557
shares
|
$261,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,364
shares
|
$256,819
0.0% of portfolio
|
Q2 2024
Added 24.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,214
shares
|
$253,102
0.0% of portfolio
|
Q2 2024
Reduced 90.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,346
shares
|
$231,593
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,262
shares
|
$229,512
0.0% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,676
shares
|
$214,991
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
8,603
shares
|
$213,182
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,875
shares
|
$170,362
0.0% of portfolio
|
Q2 2024
Added 50.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,655
shares
|
$140,130
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,760
shares
|
$43,612
0.0% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
497
shares
|
$12,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
100
shares
|
$2,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
97
shares
|
$2,403
0.0% of portfolio
|
Q4 2023
Reduced 98.97%
|