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 149 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,578
shares
|
$61,004
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,491
shares
|
$59,521
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$56,265
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,008
shares
|
$51,286
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,982
shares
|
$50,843
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,568
shares
|
$43,784
0.02% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$38,277
0.0% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,070
shares
|
$35,293
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,929
shares
|
$32,889
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,920
shares
|
$32,736
0.0% of portfolio
|
Q2 2020
Reduced 54.74%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,572
shares
|
$26,802
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$25,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,470
shares
|
$25,063
0.0% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
1,397
shares
|
$23,818
0.0% of portfolio
|
Q2 2024
Reduced 54.15%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,340
shares
|
$22,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,339
shares
|
$22,829
0.0% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,333
shares
|
$22,727
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,221
shares
|
$20,818
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,029
shares
|
$17,544
0.0% of portfolio
|
Q1 2022
Added 212.77%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,004
shares
|
$17,118
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
876
shares
|
$14,935
0.01% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
780
shares
|
$13,299
0.0% of portfolio
|
Q4 2024
Reduced 44.6%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
775
shares
|
$13,213
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
770
shares
|
$13,128
0.0% of portfolio
|
Q1 2024
Added 121.26%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
759
shares
|
$12,940
0.0% of portfolio
|
Q3 2024
Reduced 6.53%
|