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 142 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
367
shares
|
$6,550
0.0% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
366
shares
|
$6,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
357
shares
|
$6,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
355
shares
|
$6,336
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
351
shares
|
$6,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
334
shares
|
$5,961
0.0% of portfolio
|
Q4 2023
Reduced 72.49%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
331
shares
|
$5,908
0.0% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
323
shares
|
$5,765
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
303
shares
|
$5,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
300
shares
|
$5,355
0.0% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
288
shares
|
$5,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
284
shares
|
$5,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
268
shares
|
$4,783
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
256
shares
|
$4,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
227
shares
|
$4,051
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
210
shares
|
$3,748
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
201
shares
|
$3,587
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
200
shares
|
$3,570
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$3,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
197
shares
|
$3,516
0.0% of portfolio
|
Q1 2021
Reduced 15.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
189
shares
|
$3,373
0.0% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
188
shares
|
$3,355
0.0% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
167
shares
|
$2,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
160
shares
|
$2,856
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
150
shares
|
$2,677
0.0% of portfolio
|
Q3 2022
Reduced 78.13%
|