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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
41
shares
|
$837
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
36
shares
|
$735
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
35
shares
|
$714
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
31
shares
|
$633
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
30
shares
|
$612
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25
shares
|
$510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$306
0.0% of portfolio
|
Q4 2021
Reduced 77.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$306
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
15
shares
|
$306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$142
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4
shares
|
$81
0.0% of portfolio
|
Q4 2022
Reduced 97.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$61
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|