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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
120,254
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
98,192
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
85,403
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
80,561
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 134.68%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
78,395
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
67,781
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
61,831
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 53.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
60,390
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 42.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
56,668
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 36.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
52,631
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
51,330
shares
|
$0
0.64% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
48,462
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 477.62%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
45,850
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
40,000
shares
|
$0
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
38,767
shares
|
$0
0.34% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
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
|
Aug 06, 2025 Q2 2025 |
30,020
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
29,046
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,619
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,493
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,519
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,387
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
22,652
shares
|
$0
0.24% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
22,442
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|