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 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$3,049
0.0% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
150
shares
|
$3,049
0.0% of portfolio
|
Q3 2022
Reduced 78.13%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
141
shares
|
$2,866
0.0% of portfolio
|
Q2 2024
Reduced 87.64%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
133
shares
|
$2,703
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
124
shares
|
$2,520
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
100
shares
|
$2,032
0.0% of portfolio
|
Q1 2021
Added 11.11%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
100
shares
|
$2,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
90
shares
|
$1,829
0.0% of portfolio
|
Q1 2023
Added 1298.89%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
82
shares
|
$1,667
0.0% of portfolio
|
Q2 2024
Reduced 92.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
80
shares
|
$1,626
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
80
shares
|
$1,626
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
78
shares
|
$1,585
0.0% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
75
shares
|
$1,524
0.0% of portfolio
|
Q2 2023
Reduced 57.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
74
shares
|
$1,504
0.0% of portfolio
|
Q1 2023
Reduced 76.13%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
74
shares
|
$1,504
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
71
shares
|
$1,443
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
65
shares
|
$1,321
0.0% of portfolio
|
Q2 2024
Reduced 29.35%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
65
shares
|
$1,321
0.0% of portfolio
|
Q1 2023
Reduced 79.37%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
58
shares
|
$1,179
0.0% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
55
shares
|
$1,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
50
shares
|
$1,016
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
49
shares
|
$996
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
46
shares
|
$935
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
43
shares
|
$874
0.0% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
41
shares
|
$833
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|