Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
50,775
shares
|
$4.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
48,654
shares
|
$4.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
45,920
shares
|
$4.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
40,120
shares
|
$3.85 Million
3.71% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
39,195
shares
|
$3.76 Million
1.14% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,564
shares
|
$3.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
36,137
shares
|
$3.47 Million
0.94% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,239
shares
|
$3.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
32,657
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
32,101
shares
|
$3.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
31,882
shares
|
$3.06 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
25,592
shares
|
$2.45 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
22,418
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
22,410
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
21,316
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
21,134
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
20,811
shares
|
$2 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
20,627
shares
|
$1.98 Million
0.43% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,140
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,902
shares
|
$1.91 Million
0.78% of portfolio
|
Q2 2022
Added 4.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
19,738
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,016
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
17,613
shares
|
$1.69 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,892
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
15,844
shares
|
$1.52 Million
0.26% of portfolio
|
Q1 2024
Added 0.01%
|