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 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
41
shares
|
$731
0.0% of portfolio
|
Q4 2023
Reduced 79.29%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
36
shares
|
$642
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
35
shares
|
$624
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
30
shares
|
$535
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
30
shares
|
$535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
29
shares
|
$517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$446
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
20
shares
|
$357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$267
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
15
shares
|
$267
0.0% of portfolio
|
Q4 2021
Reduced 77.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
15
shares
|
$267
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
11
shares
|
$196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
7
shares
|
$124
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4
shares
|
$71
0.0% of portfolio
|
Q4 2022
Reduced 97.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|