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 176 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $609 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
2,317
shares
|
$236,519
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,304
shares
|
$235,192
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,292
shares
|
$233,967
0.0% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,277
shares
|
$232,436
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$229,680
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,053
shares
|
$209,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,900
shares
|
$193,952
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$193,952
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,706
shares
|
$174,148
0.0% of portfolio
|
Q4 2023
Reduced 31.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,666
shares
|
$170,065
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,575
shares
|
$160,776
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,528
shares
|
$155,978
0.0% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,487
shares
|
$151,792
0.0% of portfolio
|
Q2 2020
Added 0.07%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,485
shares
|
$151,588
0.03% of portfolio
|
Q1 2023
Added 421.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,404
shares
|
$143,320
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,313
shares
|
$134,031
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,290
shares
|
$131,683
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,275
shares
|
$130,152
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,270
shares
|
$129,641
0.0% of portfolio
|
Q3 2024
Added 719.35%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$117,392
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,012
shares
|
$103,304
0.03% of portfolio
|
Q2 2023
Added 0.2%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$102,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
866
shares
|
$88,401
0.03% of portfolio
|
N/A
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$75,539
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$75,539
0.0% of portfolio
|
Q2 2020
New holding
|