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 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
313,072
shares
|
$21.8 Million
1.03% of portfolio
|
Q2 2024
Added 478.73%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
224,719
shares
|
$15.7 Million
0.0% of portfolio
|
Q1 2024
Added 8.55%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
100,759
shares
|
$7.03 Million
0.0% of portfolio
|
Q2 2024
Added 3.8%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
75,944
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
73,703
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
73,496
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
59,092
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2024
Added 2.99%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
34,852
shares
|
$2.43 Million
0.11% of portfolio
|
Q2 2024
Reduced 13.63%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
27,893
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Added 2.05%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
25,402
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2024
Added 31.86%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
24,606
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2024
Added 8.13%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
24,447
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 3.86%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
20,784
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
19,900
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2024
Added 67.23%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,812
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 31, 2024 Q2 2024 |
16,944
shares
|
$1.18 Million
0.74% of portfolio
|
Q2 2024
Added 15.27%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
16,800
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 1.82%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
15,701
shares
|
$1.1 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
|
$1.06 Million
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 09, 2024 Q2 2024 |
14,500
shares
|
$1.01 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
13,805
shares
|
$963,174
0.0% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
13,289
shares
|
$927,173
0.0% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$870,031
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,935
shares
|
$832,704
0.0% of portfolio
|
Q2 2024
Reduced 24.09%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
10,922
shares
|
$762,027
0.18% of portfolio
|
Q2 2024
Reduced 3.19%
|