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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
285
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
183
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 21.46%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
112
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 99.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|