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 $96.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
89
shares
|
$6,342
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
87
shares
|
$6,199
0.0% of portfolio
|
Q2 2025
Added 55.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
70
shares
|
$4,988
0.0% of portfolio
|
Q3 2022
Added 55.56%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
50
shares
|
$3,563
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$1,852
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
21
shares
|
$1,496
0.0% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
17
shares
|
$1,211
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
3
shares
|
$213
0.0% of portfolio
|
Q1 2025
Reduced 98.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3
shares
|
$213
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|