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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 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
|
Aug 13, 2025 Q2 2025 |
1,616
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 34.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
983
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 297.42%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
591
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
448
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
402
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
261
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 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%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 80.65%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
113
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|