Institutional Ownership Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,510,388
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 111.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,720,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,250,995
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
875,499
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
772,700
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
747,968
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
613,463
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
458,754
shares
|
$0
2.52% of portfolio
|
Q3 2025
New holding
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
453,929
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
436,484
shares
|
$0
6.56% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
428,652
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
413,549
shares
|
$0
0.38% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
413,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
410,229
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.82%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
346,334
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
321,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
319,955
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
303,483
shares
|
$0
5.26% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
296,607
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
294,275
shares
|
$0
1.14% of portfolio
|
Q3 2025
Added 55.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
271,935
shares
|
$0
1.68% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
240,836
shares
|
$0
0.27% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
221,937
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
219,386
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.27%
|