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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,124
shares
|
$814,975
0.02% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,082
shares
|
$812,152
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
11,422
shares
|
$767,786
0.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,019
shares
|
$673,477
0.0% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,000
shares
|
$672,200
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
9,270
shares
|
$623,129
0.01% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,141
shares
|
$547,238
0.03% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
7,635
shares
|
$513,224
0.03% of portfolio
|
Q2 2024
Added 6.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,101
shares
|
$477,329
0.0% of portfolio
|
Q3 2024
Added 64.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,891
shares
|
$463,213
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,768
shares
|
$454,944
0.28% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
6,730
shares
|
$452,390
0.02% of portfolio
|
Q2 2018
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
6,211
shares
|
$417,503
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,201
shares
|
$416,831
0.11% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,200
shares
|
$416,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
5,845
shares
|
$392,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,630
shares
|
$378,448
0.03% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
5,342
shares
|
$359,089
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
5,314
shares
|
$357,207
0.05% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,000
shares
|
$336,100
0.0% of portfolio
|
Q3 2021
Reduced 9.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,820
shares
|
$324,000
0.0% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,706
shares
|
$316,337
0.0% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
4,418
shares
|
$296,977
0.04% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,221
shares
|
$283,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,864
shares
|
$259,738
0.0% of portfolio
|
Q2 2024
Added 7.81%
|