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 146 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $486 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,200
shares
|
$57,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,175
shares
|
$56,200
0.0% of portfolio
|
Q3 2018
Reduced 0.56%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,085
shares
|
$51,895
0.02% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,033
shares
|
$49,408
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
906
shares
|
$43,333
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
800
shares
|
$38,264
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
700
shares
|
$33,481
0.0% of portfolio
|
Q1 2021
Added 75.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
674
shares
|
$32,237
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
570
shares
|
$27,263
0.0% of portfolio
|
Q2 2024
Reduced 45.14%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
500
shares
|
$23,915
0.05% of portfolio
|
Q2 2024
Reduced 50.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
500
shares
|
$23,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
498
shares
|
$23,819
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
436
shares
|
$20,853
0.0% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
369
shares
|
$17,649
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$16,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
345
shares
|
$16,501
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
204
shares
|
$9,757
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
160
shares
|
$7,652
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
18
shares
|
$860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$47
0.01% of portfolio
|
Q4 2024
Reduced 99.94%
|