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 121 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,593
shares
|
$452,315
0.01% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,330
shares
|
$436,648
0.03% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
6,812
shares
|
$405,790
0.22% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$397,629
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
6,547
shares
|
$390,004
0.21% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,280
shares
|
$374,099
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,048
shares
|
$360,279
0.01% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,830
shares
|
$347,293
0.18% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
5,802
shares
|
$345,625
0.23% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
5,700
shares
|
$339,549
0.17% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,575
shares
|
$332,102
0.09% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$299,160
0.04% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,978
shares
|
$296,539
0.17% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,762
shares
|
$283,672
0.0% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
4,650
shares
|
$277,000
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,541
shares
|
$270,507
0.01% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,487
shares
|
$267,290
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
4,483
shares
|
$267,052
0.1% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,405
shares
|
$262,405
0.04% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
4,231
shares
|
$252,040
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,107
shares
|
$244,653
0.0% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,087
shares
|
$243,462
0.09% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,050
shares
|
$241,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,885
shares
|
$231,429
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,800
shares
|
$226,366
0.01% of portfolio
|
Q3 2024
Reduced 78.58%
|