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 100 institutions that hold shares in the stock, with a total of 4.22 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
24,300
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
23,692
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
22,680
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
21,028
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
20,893
shares
|
$1.38 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
19,287
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2024
Reduced 9.43%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
18,357
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.04%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,744
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Reduced 38.89%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,574
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 166.55%
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
15,769
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,681
shares
|
$971,148
0.39% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
14,100
shares
|
$932,715
0.01% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
13,560
shares
|
$896,994
0.11% of portfolio
|
Q3 2023
Added 200.0%
|
|
Imc Chicago, LLC
|
Jul 15, 2024 Q2 2024 |
12,996
shares
|
$859,685
0.03% of portfolio
|
Q2 2024
Added 22.84%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,921
shares
|
$788,574
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,276
shares
|
$745,907
0.01% of portfolio
|
Q3 2024
Added 4.46%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
10,924
shares
|
$722,622
0.0% of portfolio
|
Q4 2023
Reduced 6.82%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
9,955
shares
|
$658,523
0.01% of portfolio
|
Q4 2023
Added 2.61%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
9,914
shares
|
$655,811
0.02% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
9,130
shares
|
$603,949
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,080
shares
|
$600,642
0.03% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2024 Q2 2024 |
8,087
shares
|
$534,955
0.23% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
8,060
shares
|
$533,169
0.03% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
7,935
shares
|
$524,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$517,954
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|