Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 617,348 shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
91,449
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
85,260
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
63,826
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
54,995
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 28.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50,313
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
48,838
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,473
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
40,081
shares
|
$994,409
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
32,699
shares
|
$811,262
0.52% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,218
shares
|
$526,418
0.01% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,627
shares
|
$338,085
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
12,108
shares
|
$300,399
0.17% of portfolio
|
Q3 2025
Reduced 57.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,850
shares
|
$293,998
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,916
shares
|
$246,015
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
9,000
shares
|
$223,290
0.05% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
8,062
shares
|
$200,018
0.06% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,655
shares
|
$140,300
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,464
shares
|
$85,941
0.0% of portfolio
|
Q2 2025
Added 154.52%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,868
shares
|
$46,345
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,700
shares
|
$42,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,374
shares
|
$34,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,073
shares
|
$26,621
0.02% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
497
shares
|
$12,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$49
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|