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 95 institutions that hold shares in the stock, with a total of 23.1 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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25,680
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.45%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
25,330
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,234
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
22,999
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
21,772
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
20,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
19,404
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 17.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,259
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 58.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
18,165
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,913
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
17,710
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
17,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,702
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
12,017
shares
|
$0
0.19% of portfolio
|
Q4 2025
Added 12.8%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,930
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 638.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
11,682
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,365
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
8,273
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,825
shares
|
$0
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,782
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
7,386
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,316
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,878
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
4,831
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 42.46%
|
|