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 84 institutions that hold shares in the stock, with a total of 21.5 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
97,923
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
80,036
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
77,007
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 46.72%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
74,258
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 27.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
60,216
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
58,807
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
58,775
shares
|
$0
0.11% of portfolio
|
Q4 2024
Added 26.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
48,243
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
45,210
shares
|
$0
0.45% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,514
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
42,599
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
41,528
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
41,394
shares
|
$0
0.53% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,328
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,579
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
24,750
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 83.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,871
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,981
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,525
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,814
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
17,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,311
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
17,144
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,373
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.06%
|