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 |
---|---|---|---|---|---|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,575
shares
|
$170,336
0.01% of portfolio
|
Q3 2023
Added 171.05%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
2,478
shares
|
$163,919
0.08% of portfolio
|
Q3 2023
Added 200.0%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,800
shares
|
$119,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
987
shares
|
$65,290
0.0% of portfolio
|
Q3 2023
Added 849.04%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
900
shares
|
$59,535
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
873
shares
|
$57,748
0.0% of portfolio
|
Q4 2023
Added 75.3%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
771
shares
|
$51,001
0.01% of portfolio
|
Q2 2022
Reduced 5.86%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
420
shares
|
$27,783
0.01% of portfolio
|
Q4 2023
New holding
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
414
shares
|
$27,386
0.01% of portfolio
|
Q3 2023
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
385
shares
|
$25,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
335
shares
|
$22,160
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
318
shares
|
$21,035
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
300
shares
|
$19,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
291
shares
|
$19,249
0.0% of portfolio
|
Q2 2024
Reduced 34.01%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
268
shares
|
$17,728
0.0% of portfolio
|
Q3 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
210
shares
|
$13,891
0.0% of portfolio
|
Q2 2024
Added 2000.0%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
201
shares
|
$13,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
200
shares
|
$13,230
0.01% of portfolio
|
Q2 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
110
shares
|
$7,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
60
shares
|
$3,969
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
58
shares
|
$3,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$1,852
0.0% of portfolio
|
Q2 2024
Reduced 98.21%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
20
shares
|
$1,323
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|