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 |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,065
shares
|
$385,209
0.09% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
3,050
shares
|
$383,324
0.28% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
3,040
shares
|
$382,067
0.1% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,039
shares
|
$381,941
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,993
shares
|
$376,160
0.02% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,966
shares
|
$372,766
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,911
shares
|
$365,854
0.13% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,898
shares
|
$364,220
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,816
shares
|
$353,914
0.03% of portfolio
|
Q3 2025
Reduced 45.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,765
shares
|
$347,505
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,733
shares
|
$343,483
0.0% of portfolio
|
Q3 2025
Reduced 86.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
2,705
shares
|
$339,964
0.0% of portfolio
|
Q4 2025
Added 13.27%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,641
shares
|
$331,920
0.0% of portfolio
|
Q3 2025
Reduced 37.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,628
shares
|
$330,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,620
shares
|
$329,281
0.01% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
2,565
shares
|
$322,369
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,545
shares
|
$319,855
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,532
shares
|
$318,221
0.05% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,512
shares
|
$315,708
0.02% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
2,427
shares
|
$305,025
0.01% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,382
shares
|
$299,369
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,321
shares
|
$291,703
0.0% of portfolio
|
Q3 2025
Added 72.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,320
shares
|
$291,577
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,320
shares
|
$291,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
2,318
shares
|
$291,326
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|