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 36 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $67.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
659,540
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
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
|
Oct 22, 2025 Q3 2025 |
198,445
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
196,555
shares
|
$5.16 Million
1.58% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
175,331
shares
|
$4.6 Million
1.57% of portfolio
|
Q2 2025
Added 125.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
103,146
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
89,688
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.12 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
78,895
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
52,100
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
47,741
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
44,142
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.15 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
40,669
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 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
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
30,200
shares
|
$792,146
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,070
shares
|
$762,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
28,460
shares
|
$746,505
0.16% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,776
shares
|
$597,414
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,398
shares
|
$561,269
0.02% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
15,901
shares
|
$417,083
0.36% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,350
shares
|
$323,940
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,084
shares
|
$316,963
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,265
shares
|
$295,480
0.0% of portfolio
|
Q2 2025
New holding
|