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 90 institutions that hold shares in the stock, with a total of 17.7 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,937,697
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,608,106
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 70.08%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,037,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
920,788
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 183.26%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
731,359
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
724,195
shares
|
$0
0.03% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
603,674
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
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 |
Jul 29, 2025 Q2 2025 |
428,870
shares
|
$0
6.83% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
406,570
shares
|
$0
0.45% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
319,955
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
310,414
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
308,863
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
293,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
287,051
shares
|
$0
1.99% of portfolio
|
Q1 2025
Added 74.9%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
284,788
shares
|
$0
4.78% of portfolio
|
Q2 2025
Added 33.86%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
266,864
shares
|
$0
1.85% of portfolio
|
Q2 2025
Added 42.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
253,968
shares
|
$0
0.26% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
219,161
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
214,526
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
204,530
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 48.67%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
189,743
shares
|
$0
1.26% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
186,626
shares
|
$0
0.1% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
176,736
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|