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 110 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,317
shares
|
$239,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,255
shares
|
$234,815
0.02% of portfolio
|
Q2 2025
Added 49.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$216,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,938
shares
|
$211,947
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,854
shares
|
$205,887
0.02% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,772
shares
|
$199,972
0.0% of portfolio
|
Q1 2025
Added 277100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$180,350
0.01% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,103
shares
|
$151,710
0.07% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,800
shares
|
$129,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,157
shares
|
$83,465
0.0% of portfolio
|
Q2 2025
Added 5685.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
992
shares
|
$71,562
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
987
shares
|
$71,202
0.0% of portfolio
|
Q3 2023
Added 849.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
900
shares
|
$64,926
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
873
shares
|
$62,978
0.0% of portfolio
|
Q4 2023
Added 75.3%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
771
shares
|
$55,619
0.01% of portfolio
|
Q2 2022
Reduced 5.86%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
754
shares
|
$54,393
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
673
shares
|
$48,550
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
650
shares
|
$46,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
541
shares
|
$39,027
0.0% of portfolio
|
Q1 2025
Added 336.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
525
shares
|
$37,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
462
shares
|
$33,328
0.0% of portfolio
|
Q2 2025
Added 589.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
390
shares
|
$28,134
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
385
shares
|
$27,773
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
335
shares
|
$24,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
291
shares
|
$20,992
0.0% of portfolio
|
Q2 2024
Reduced 34.01%
|