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 138 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
572
shares
|
$19,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
464
shares
|
$15,799
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$14,777
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$12,598
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
357
shares
|
$12,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
351
shares
|
$11,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
334
shares
|
$11,372
0.0% of portfolio
|
Q4 2023
Reduced 72.49%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
331
shares
|
$11,270
0.0% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
323
shares
|
$10,998
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
314
shares
|
$10,691
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
311
shares
|
$10,589
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$10,215
0.0% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
260
shares
|
$8,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
256
shares
|
$8,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
227
shares
|
$7,729
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
225
shares
|
$7,661
0.0% of portfolio
|
Q3 2025
Reduced 38.86%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
210
shares
|
$7,150
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
201
shares
|
$6,844
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$6,809
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
197
shares
|
$6,707
0.0% of portfolio
|
Q1 2021
Reduced 15.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
188
shares
|
$6,401
0.0% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
188
shares
|
$6,401
0.0% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
180
shares
|
$6,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
167
shares
|
$5,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
160
shares
|
$5,448
0.0% of portfolio
|
Q4 2019
New holding
|