Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,075
shares
|
$159,304
0.0% of portfolio
|
Q1 2025
Added 8858.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
857
shares
|
$126,998
0.01% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
746
shares
|
$110,549
0.06% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
570
shares
|
$84,468
0.0% of portfolio
|
Q3 2023
Reduced 46.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
510
shares
|
$75,576
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
364
shares
|
$53,941
0.0% of portfolio
|
Q4 2024
Added 435.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
350
shares
|
$51,866
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
318
shares
|
$47,124
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
270
shares
|
$40,011
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
242
shares
|
$35,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
200
shares
|
$29,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
175
shares
|
$25,933
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$22,228
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
135
shares
|
$20,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
133
shares
|
$19,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
127
shares
|
$18,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
126
shares
|
$18,671
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
74
shares
|
$10,966
0.0% of portfolio
|
Q3 2022
Added 1.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
67
shares
|
$9,928
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
58
shares
|
$8,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
49
shares
|
$7,261
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
42
shares
|
$6,223
0.0% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
39
shares
|
$5,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
22
shares
|
$3,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
15
shares
|
$2,222
0.0% of portfolio
|
Q2 2024
New holding
|