Institutional Ownership Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $45.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
1,104
shares
|
$47,372
0.01% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
1,019
shares
|
$43,725
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
917
shares
|
$39,348
0.0% of portfolio
|
Q2 2024
Reduced 67.04%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
870
shares
|
$37,331
0.01% of portfolio
|
Q3 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
828
shares
|
$35,529
0.0% of portfolio
|
Q3 2022
Reduced 34.44%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
632
shares
|
$27,119
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
631
shares
|
$27,076
0.0% of portfolio
|
Q1 2024
Added 47.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
629
shares
|
$26,990
0.0% of portfolio
|
Q2 2024
Reduced 49.23%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
587
shares
|
$25,188
0.0% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
490
shares
|
$21,025
0.0% of portfolio
|
Q4 2022
Reduced 37.97%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
468
shares
|
$20,081
0.0% of portfolio
|
Q2 2023
Added 0.65%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
449
shares
|
$19,266
0.08% of portfolio
|
Q2 2022
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
405
shares
|
$17,378
0.0% of portfolio
|
Q1 2024
Added 33.22%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
392
shares
|
$16,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
390
shares
|
$16,734
0.0% of portfolio
|
Q4 2018
Reduced 14.1%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
371
shares
|
$15,919
0.0% of portfolio
|
Q2 2024
Added 154.11%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
369
shares
|
$15,833
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$14,160
0.0% of portfolio
|
Q4 2020
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
308
shares
|
$13,216
0.0% of portfolio
|
Q3 2019
Reduced 18.52%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
304
shares
|
$13,044
0.0% of portfolio
|
Q4 2023
Added 97.4%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
296
shares
|
$12,701
0.0% of portfolio
|
Q1 2022
Reduced 53.16%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
250
shares
|
$10,727
0.0% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
230
shares
|
$9,869
0.01% of portfolio
|
Q3 2021
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
230
shares
|
$9,869
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
224
shares
|
$9,611
0.0% of portfolio
|
Q4 2023
Added 115.38%
|