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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
11,727
shares
|
$0
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,468
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,961
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,390
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
8,389
shares
|
$0
0.15% of portfolio
|
Q1 2025
Reduced 78.27%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,938
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
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
|
Apr 23, 2025 Q1 2025 |
7,774
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,425
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
7,330
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,316
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,120
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 58.47%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,886
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 23.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4,423
shares
|
$0
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,761
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,629
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 10.52%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,616
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 34.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
983
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
780
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
646
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 80.49%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 297.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
591
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|