Institutional Ownership Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,882
shares
|
$2.41 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
32,690
shares
|
$2.39 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
25,743
shares
|
$1.88 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
24,300
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
23,400
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
22,790
shares
|
$1.67 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,028
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
20,837
shares
|
$1.52 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,668
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
15,621
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
14,753
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 57.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,681
shares
|
$1.07 Million
0.39% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
14,263
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
13,560
shares
|
$992,185
0.12% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$992,185
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,057
shares
|
$955,380
0.0% of portfolio
|
Q4 2024
Reduced 57.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,276
shares
|
$825,064
0.01% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
10,820
shares
|
$791,699
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,108
shares
|
$739,602
0.0% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,838
shares
|
$719,846
0.03% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,686
shares
|
$708,724
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,286
shares
|
$679,456
0.01% of portfolio
|
Q4 2024
Added 34.66%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$572,921
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,673
shares
|
$561,433
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,593
shares
|
$555,579
0.01% of portfolio
|
Q4 2024
Added 15.47%
|