Institutional Ownership Invesco Exchange Traded Fd Tr (PIO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIO). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,255
shares
|
$54,429
0.0% of portfolio
|
Q1 2023
New holding
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,250
shares
|
$54,212
0.01% of portfolio
|
Q4 2020
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,111
shares
|
$48,184
0.0% of portfolio
|
Q4 2024
Added 1045.36%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
999
shares
|
$43,326
0.0% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
979
shares
|
$42,459
0.02% of portfolio
|
Q2 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
937
shares
|
$40,637
0.02% of portfolio
|
Q1 2023
Added 19.36%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
888
shares
|
$38,512
0.0% of portfolio
|
Q4 2019
Reduced 25.25%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
860
shares
|
$37,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
844
shares
|
$36,604
0.0% of portfolio
|
Q4 2024
Reduced 73.58%
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
774
shares
|
$33,568
0.01% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
736
shares
|
$31,920
0.0% of portfolio
|
Q1 2025
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
630
shares
|
$27,323
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
547
shares
|
$23,723
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
547
shares
|
$23,723
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
503
shares
|
$21,815
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
470
shares
|
$20,383
0.0% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
426
shares
|
$18,475
0.0% of portfolio
|
Q1 2024
Reduced 31.51%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
425
shares
|
$18,432
0.0% of portfolio
|
Q4 2021
Reduced 79.76%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
417
shares
|
$18,085
0.01% of portfolio
|
Q2 2023
Added 35.97%
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$17,348
0.0% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
400
shares
|
$17,348
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
400
shares
|
$17,348
0.0% of portfolio
|
Q3 2020
Reduced 46.67%
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
305
shares
|
$13,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
304
shares
|
$13,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$13,011
0.0% of portfolio
|
Q4 2019
New holding
|