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 110 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 $94.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
223,568
shares
|
$15.2 Million
0.65% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
196,040
shares
|
$13.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
92,105
shares
|
$6.27 Million
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
75,676
shares
|
$5.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
74,304
shares
|
$5.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
68,973
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
61,635
shares
|
$4.2 Million
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
35,554
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 508.28%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,002
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
24,506
shares
|
$1.67 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
24,139
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
23,110
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,365
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
20,768
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,156
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,694
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
19,450
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,878
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
18,414
shares
|
$1.25 Million
0.76% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
16,500
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,139
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
15,701
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,131
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
13,350
shares
|
$909,268
0.45% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$849,331
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|