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 103 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
746
shares
|
$122,418
0.06% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
570
shares
|
$93,537
0.0% of portfolio
|
Q3 2023
Reduced 46.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
450
shares
|
$73,845
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
379
shares
|
$62,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
364
shares
|
$59,732
0.0% of portfolio
|
Q4 2024
Added 435.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
350
shares
|
$57,435
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
318
shares
|
$52,183
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
270
shares
|
$44,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
242
shares
|
$39,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
200
shares
|
$32,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
175
shares
|
$28,717
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
135
shares
|
$22,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
133
shares
|
$21,825
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
127
shares
|
$20,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$16,410
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$16,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
99
shares
|
$16,245
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
75
shares
|
$12,307
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
58
shares
|
$9,517
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
49
shares
|
$8,040
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
42
shares
|
$6,892
0.0% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
30
shares
|
$4,923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$4,102
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
22
shares
|
$3,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6
shares
|
$984
0.0% of portfolio
|
Q2 2025
New holding
|