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 |
---|---|---|---|---|---|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
3,777
shares
|
$263,521
0.16% of portfolio
|
Q4 2023
Added 2.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,676
shares
|
$256,474
0.0% of portfolio
|
Q4 2023
Reduced 33.47%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
3,616
shares
|
$252,288
0.01% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,510
shares
|
$244,892
0.0% of portfolio
|
Q2 2024
Reduced 90.25%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,476
shares
|
$242,520
0.11% of portfolio
|
Q2 2022
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,465
shares
|
$241,753
0.0% of portfolio
|
Q1 2023
Reduced 78.93%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,429
shares
|
$239,241
0.0% of portfolio
|
Q1 2023
Reduced 0.61%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,840
shares
|
$198,146
0.0% of portfolio
|
Q2 2024
Added 3.65%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,860
shares
|
$129,772
0.0% of portfolio
|
Q4 2023
Reduced 45.91%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
1,670
shares
|
$116,515
0.01% of portfolio
|
Q2 2024
Reduced 8.49%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,385
shares
|
$96,631
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,100
shares
|
$76,747
0.0% of portfolio
|
Q2 2024
Added 1347.37%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
948
shares
|
$66,141
0.04% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
947
shares
|
$66,072
0.0% of portfolio
|
Q2 2020
Added 93.0%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
837
shares
|
$58,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
813
shares
|
$56,723
0.0% of portfolio
|
Q1 2024
Added 109.54%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
774
shares
|
$54,001
0.0% of portfolio
|
Q2 2024
Added 44.4%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
700
shares
|
$48,839
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
670
shares
|
$46,745
0.01% of portfolio
|
Q1 2023
New holding
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
611
shares
|
$42,629
0.0% of portfolio
|
Q3 2020
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
600
shares
|
$41,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
571
shares
|
$39,838
0.0% of portfolio
|
Q2 2024
Added 15.82%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
563
shares
|
$39,280
0.0% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
516
shares
|
$36,001
0.0% of portfolio
|
Q4 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
500
shares
|
$34,885
0.0% of portfolio
|
Q2 2024
New holding
|