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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,389
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
18,376
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
17,211
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,376
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,143
shares
|
$0
0.12% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,033
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 89.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,121
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
11,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 40.33%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,336
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
10,007
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
9,440
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
8,516
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,396
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,825
shares
|
$0
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,316
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
7,123
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,878
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,254
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,475
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4,423
shares
|
$0
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,074
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,832
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,757
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 97.92%
|