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 175 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,421
shares
|
$340,628
0.0% of portfolio
|
Q2 2024
Added 4.27%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,380
shares
|
$336,546
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
3,301
shares
|
$328,680
0.27% of portfolio
|
Q1 2023
Reduced 12.65%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,275
shares
|
$326,091
0.16% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
3,200
shares
|
$318,624
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,147
shares
|
$313,346
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
3,119
shares
|
$310,558
0.1% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
3,084
shares
|
$307,073
0.08% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,050
shares
|
$303,688
0.26% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,010
shares
|
$299,705
0.0% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,993
shares
|
$298,013
0.02% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,962
shares
|
$294,926
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,859
shares
|
$284,670
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
2,819
shares
|
$280,687
0.02% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,765
shares
|
$275,311
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,690
shares
|
$267,843
0.06% of portfolio
|
Q1 2025
Added 94.22%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,632
shares
|
$262,068
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,532
shares
|
$252,111
0.04% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,504
shares
|
$249,323
0.01% of portfolio
|
Q1 2025
Reduced 80.58%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,390
shares
|
$237,972
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,357
shares
|
$234,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,320
shares
|
$231,002
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,320
shares
|
$231,002
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
2,318
shares
|
$230,803
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,307
shares
|
$229,707
0.0% of portfolio
|
Q1 2025
Reduced 22.32%
|