Institutional Ownership Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $77.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$48,537
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,746
shares
|
$44,138
0.0% of portfolio
|
Q2 2025
Added 1095.89%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$39,740
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,470
shares
|
$37,161
0.0% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,397
shares
|
$35,316
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,223
shares
|
$30,917
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,205
shares
|
$30,462
0.0% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$26,013
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,004
shares
|
$25,381
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
990
shares
|
$25,027
0.0% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
850
shares
|
$21,488
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
770
shares
|
$19,465
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
758
shares
|
$19,162
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
740
shares
|
$18,707
0.01% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
736
shares
|
$18,606
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
712
shares
|
$17,999
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
590
shares
|
$14,915
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
581
shares
|
$14,687
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
580
shares
|
$14,662
0.0% of portfolio
|
Q2 2025
Added 104.23%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
572
shares
|
$14,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
464
shares
|
$11,729
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$10,971
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$9,353
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
368
shares
|
$9,303
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
357
shares
|
$9,024
0.0% of portfolio
|
Q4 2024
New holding
|