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 83 institutions that hold shares in the stock, with a total of 22.5 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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
133,798
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
120,254
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
104,687
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 86.99%
|
|
|
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 |
May 09, 2025 Q1 2025 |
58,920
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
58,878
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
45,853
shares
|
$0
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
45,740
shares
|
$0
0.1% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
41,528
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
35,449
shares
|
$0
0.36% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,328
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 34.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
30,800
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
27,705
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 52.89%
|
|
|
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 |
May 09, 2025 Q1 2025 |
24,748
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
21,279
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
18,536
shares
|
$0
0.23% of portfolio
|
Q1 2025
Added 143.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
18,525
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
17,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,233
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 33.02%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,688
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 83.71%
|