Institutional Ownership Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Purebeta 0 5 (PBTP). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.06 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
507,208
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
473,962
shares
|
$12.4 Million
0.5% of portfolio
|
Q3 2022
Added 14.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
150,685
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
131,145
shares
|
$3.42 Million
0.14% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
103,080
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 218.14%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.1 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
77,839
shares
|
$2.03 Million
0.77% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
76,121
shares
|
$1.98 Million
0.09% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
55,100
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.14 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
40,929
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
39,520
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
39,449
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 354.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,384
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
35,914
shares
|
$935,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
30,006
shares
|
$781,956
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,374
shares
|
$583,066
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,305
shares
|
$450,968
0.02% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
16,015
shares
|
$417,350
0.41% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
12,911
shares
|
$336,460
0.02% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,468
shares
|
$324,916
0.02% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,434
shares
|
$297,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,265
shares
|
$293,565
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,610
shares
|
$250,436
0.0% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,610
shares
|
$250,436
0.0% of portfolio
|
Q1 2025
Added 12.21%
|