Institutional Ownership Invesco Exchange Traded Fd Tr (PPA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PPA). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
146,566
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
138,579
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
130,974
shares
|
$15.2 Million
7.14% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
109,376
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
108,068
shares
|
$12.5 Million
2.96% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
101,439
shares
|
$11.7 Million
0.24% of portfolio
|
Q1 2024
Added 6.96%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
88,781
shares
|
$10.3 Million
3.88% of portfolio
|
Q2 2023
Reduced 41.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
85,042
shares
|
$9.84 Million
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
85,019
shares
|
$9.84 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
83,730
shares
|
$9.69 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
82,679
shares
|
$9.57 Million
0.72% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
80,973
shares
|
$9.37 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
77,720
shares
|
$8.99 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
75,224
shares
|
$8.7 Million
5.58% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
71,090
shares
|
$8.22 Million
2.45% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
70,027
shares
|
$8.1 Million
2.45% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
67,007
shares
|
$7.75 Million
0.05% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
61,165
shares
|
$7.08 Million
1.82% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
59,257
shares
|
$6.86 Million
0.08% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,052
shares
|
$5.91 Million
2.16% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
49,546
shares
|
$5.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,495
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
45,281
shares
|
$5.24 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
43,979
shares
|
$5.09 Million
2.47% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
41,108
shares
|
$4.76 Million
2.5% of portfolio
|
Q3 2024
Added 12.97%
|