Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $961 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
66,796
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
63,464
shares
|
$7.98 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
56,949
shares
|
$7.16 Million
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,067
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
51,966
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
49,931
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
49,773
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
49,299
shares
|
$6.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
47,850
shares
|
$6.01 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
45,920
shares
|
$5.77 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
39,393
shares
|
$4.95 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,163
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
38,714
shares
|
$4.87 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
36,463
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
35,885
shares
|
$4.51 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
35,580
shares
|
$4.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
35,083
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
32,368
shares
|
$4.07 Million
0.14% of portfolio
|
Q4 2025
Added 28.15%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
32,147
shares
|
$4.04 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,691
shares
|
$3.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
31,518
shares
|
$3.96 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,021
shares
|
$3.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
24,402
shares
|
$3.07 Million
0.9% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22,700
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
22,022
shares
|
$2.77 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.95%
|
|