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 96 institutions that hold shares in the stock, with a total of 23.5 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
176,687
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 119.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
166,838
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
155,678
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
153,605
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
110,067
shares
|
$0
0.24% of portfolio
|
Q4 2025
Reduced 41.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,403
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
82,843
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
77,701
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 37.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
74,308
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
72,533
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
71,576
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
54,407
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
51,330
shares
|
$0
0.64% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
49,367
shares
|
$0
0.09% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
46,057
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 32.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
45,532
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 21.25%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
43,098
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
41,198
shares
|
$0
0.32% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
40,000
shares
|
$0
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
38,771
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 60.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
35,743
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
31,721
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
31,183
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
29,046
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
27,229
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 11.05%
|
|