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 |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,896
shares
|
$456,170
0.01% of portfolio
|
Q2 2024
Added 7.82%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
6,794
shares
|
$449,423
0.01% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
6,777
shares
|
$448,298
0.2% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$441,551
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
6,325
shares
|
$418,398
0.06% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
6,277
shares
|
$415,223
0.23% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
6,117
shares
|
$404,639
0.0% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,023
shares
|
$398,421
0.1% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,890
shares
|
$389,623
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,774
shares
|
$381,950
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
5,700
shares
|
$377,055
0.15% of portfolio
|
Q3 2023
Added 200.0%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
5,646
shares
|
$373,482
0.01% of portfolio
|
Q2 2024
Added 30.69%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,602
shares
|
$370,572
0.16% of portfolio
|
Q2 2024
Added 1.01%
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
5,469
shares
|
$361,774
0.04% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
5,150
shares
|
$340,672
0.02% of portfolio
|
Q2 2024
Added 27.16%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
4,650
shares
|
$307,597
0.29% of portfolio
|
Q4 2023
New holding
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
4,388
shares
|
$290,266
0.09% of portfolio
|
Q2 2024
Reduced 18.13%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
4,050
shares
|
$267,907
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,004
shares
|
$264,864
0.14% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,828
shares
|
$253,222
0.01% of portfolio
|
Q2 2024
Added 20.83%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,820
shares
|
$252,693
0.0% of portfolio
|
Q2 2024
Added 1.87%
|
|
Reik & Co., LLC
|
Jul 24, 2024 Q2 2024 |
3,600
shares
|
$238,140
0.06% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,415
shares
|
$225,902
0.0% of portfolio
|
Q4 2023
Reduced 15.99%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
3,364
shares
|
$222,528
0.02% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,282
shares
|
$217,104
0.0% of portfolio
|
Q2 2024
New holding
|