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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
131
shares
|
$3,311
0.0% of portfolio
|
Q4 2024
Reduced 55.14%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
126
shares
|
$3,185
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
125
shares
|
$3,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
124
shares
|
$3,134
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
114
shares
|
$2,881
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
100
shares
|
$2,528
0.0% of portfolio
|
Q1 2021
Added 11.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
96
shares
|
$2,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
80
shares
|
$2,022
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
75
shares
|
$1,896
0.0% of portfolio
|
Q2 2023
Reduced 57.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
74
shares
|
$1,870
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
71
shares
|
$1,794
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
66
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
Added 725.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
65
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
Reduced 29.35%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
55
shares
|
$1,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
54
shares
|
$1,365
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
46
shares
|
$1,162
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
41
shares
|
$1,036
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
36
shares
|
$910
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
35
shares
|
$884
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
30
shares
|
$758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
30
shares
|
$758
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
29
shares
|
$733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$632
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
24
shares
|
$606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$379
0.0% of portfolio
|
Q1 2022
New holding
|