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 111 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
217,041
shares
|
$14.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
194,888
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
90,602
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
79,462
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,587
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,857
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
57,189
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,492
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
24,556
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
24,353
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,657
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,238
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 61.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,950
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
20,768
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,156
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,000
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
18,184
shares
|
$1.22 Million
0.8% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,378
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
16,500
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,701
shares
|
$1.06 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
|
$1.02 Million
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
13,350
shares
|
$897,387
0.48% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,065
shares
|
$878,229
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,566
shares
|
$844,686
0.03% of portfolio
|
Q3 2024
Added 113.16%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$838,233
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|