Institutional Ownership Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 9.15 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$45,771
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
808
shares
|
$40,820
0.01% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$40,416
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
689
shares
|
$34,808
0.0% of portfolio
|
Q2 2025
Added 58.03%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
681
shares
|
$34,404
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
570
shares
|
$28,796
0.0% of portfolio
|
Q2 2024
Reduced 45.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
547
shares
|
$27,634
0.0% of portfolio
|
Q2 2025
Reduced 83.41%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
500
shares
|
$25,260
0.06% of portfolio
|
Q2 2024
Reduced 50.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
404
shares
|
$20,410
0.0% of portfolio
|
Q3 2025
Reduced 21.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
373
shares
|
$18,843
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
352
shares
|
$17,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
293
shares
|
$14,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
204
shares
|
$10,306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
179
shares
|
$9,043
0.0% of portfolio
|
Q2 2025
Added 952.94%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
160
shares
|
$8,083
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
111
shares
|
$5,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
18
shares
|
$909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|