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 141 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
583
shares
|
$11,904
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
581
shares
|
$11,864
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
567
shares
|
$11,578
0.0% of portfolio
|
Q3 2024
Added 2168.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
506
shares
|
$10,332
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
499
shares
|
$10,189
0.0% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$8,862
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$7,555
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$7,147
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
334
shares
|
$6,820
0.0% of portfolio
|
Q4 2023
Reduced 72.49%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
323
shares
|
$6,595
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
313
shares
|
$6,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
303
shares
|
$6,187
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
300
shares
|
$6,126
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
300
shares
|
$6,126
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
292
shares
|
$5,962
0.0% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
288
shares
|
$5,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
227
shares
|
$4,635
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
220
shares
|
$4,492
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
210
shares
|
$4,288
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
210
shares
|
$4,288
0.0% of portfolio
|
Q2 2022
Reduced 36.56%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$4,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
200
shares
|
$4,084
0.0% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
197
shares
|
$4,022
0.0% of portfolio
|
Q1 2021
Reduced 15.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
174
shares
|
$3,553
0.0% of portfolio
|
Q1 2024
Reduced 65.88%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
160
shares
|
$3,267
0.0% of portfolio
|
Q4 2019
New holding
|