Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 154 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
8,201
shares
|
$477,052
0.19% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
8,084
shares
|
$470,246
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
7,826
shares
|
$455,238
0.01% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,484
shares
|
$435,344
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
7,451
shares
|
$433,424
0.06% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
7,119
shares
|
$414,112
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
7,031
shares
|
$408,993
0.02% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
6,547
shares
|
$380,838
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,500
shares
|
$378,105
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
6,320
shares
|
$367,634
0.12% of portfolio
|
Q3 2024
Added 38.6%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,252
shares
|
$363,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,000
shares
|
$349,020
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
5,825
shares
|
$338,840
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 14, 2024 Q2 2024 |
5,674
shares
|
$330,056
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,388
shares
|
$313,419
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,383
shares
|
$313,129
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
5,206
shares
|
$302,833
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,145
shares
|
$299,284
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
4,938
shares
|
$287,243
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,600
shares
|
$267,582
0.0% of portfolio
|
Q2 2024
Reduced 75.02%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,598
shares
|
$267,465
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,569
shares
|
$265,778
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
4,537
shares
|
$263,917
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4,466
shares
|
$259,787
0.0% of portfolio
|
Q2 2024
Added 2144.22%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
4,432
shares
|
$257,809
0.04% of portfolio
|
Q1 2024
Reduced 3.17%
|