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 203 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $946 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
24,201
shares
|
$3.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
22,022
shares
|
$2.78 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
20,624
shares
|
$2.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
20,190
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,954
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 86.35%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,902
shares
|
$2.51 Million
0.78% of portfolio
|
Q2 2022
Added 4.37%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
17,442
shares
|
$2.2 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
17,082
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Added 345.66%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,242
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
15,844
shares
|
$2 Million
0.29% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,375
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,198
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,885
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 102.94%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
12,575
shares
|
$1.59 Million
0.3% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
12,515
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,330
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2021
Added 5.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,293
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,081
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,438
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
11,115
shares
|
$1.4 Million
0.93% of portfolio
|
Q2 2025
Added 53.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,428
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,425
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
10,422
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,930
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 238.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
9,927
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 67.66%
|