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 |
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
2,304
shares
|
$229,409
0.07% of portfolio
|
Q1 2024
New holding
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,300
shares
|
$229,010
0.08% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,277
shares
|
$226,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$224,032
0.13% of portfolio
|
Q3 2024
New holding
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
2,106
shares
|
$209,694
0.17% of portfolio
|
Q1 2025
Added 0.29%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$192,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,900
shares
|
$189,183
0.02% of portfolio
|
Q4 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,900
shares
|
$189,183
0.09% of portfolio
|
Q4 2022
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,836
shares
|
$182,810
0.0% of portfolio
|
Q1 2025
Added 7.62%
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,618
shares
|
$161,104
0.01% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,487
shares
|
$148,060
0.0% of portfolio
|
Q2 2020
Added 0.07%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,485
shares
|
$147,861
0.03% of portfolio
|
Q1 2023
Added 421.05%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,404
shares
|
$139,796
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,345
shares
|
$133,921
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,291
shares
|
$128,544
0.01% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,275
shares
|
$126,951
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,215
shares
|
$120,977
0.0% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,090
shares
|
$108,531
0.01% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,012
shares
|
$100,764
0.02% of portfolio
|
Q2 2023
Added 0.2%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,008
shares
|
$100,366
0.0% of portfolio
|
Q4 2024
Reduced 34.03%
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$99,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
866
shares
|
$86,227
0.02% of portfolio
|
N/A
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$73,681
0.0% of portfolio
|
Q2 2020
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$73,681
0.0% of portfolio
|
Q2 2020
New holding
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
712
shares
|
$70,893
0.03% of portfolio
|
Q2 2024
New holding
|