Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $87.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
243,959
shares
|
$15.5 Million
0.7% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
192,853
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
82,764
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
75,402
shares
|
$4.8 Million
0.0% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
73,230
shares
|
$4.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
72,611
shares
|
$4.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
65,951
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
37,657
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,241
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,506
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,863
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
21,118
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
20,768
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,156
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
19,450
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,436
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
18,204
shares
|
$1.16 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,899
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,398
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
16,500
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,701
shares
|
$999,839
0.02% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,552
shares
|
$990,351
0.03% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,131
shares
|
$963,542
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
13,200
shares
|
$840,576
0.44% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$794,089
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|