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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
3,040
shares
|
$383,344
0.11% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,039
shares
|
$383,217
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
3,022
shares
|
$381,074
0.2% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,993
shares
|
$377,417
0.02% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,911
shares
|
$367,077
0.14% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,898
shares
|
$365,437
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,816
shares
|
$355,097
0.03% of portfolio
|
Q3 2025
Reduced 45.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,765
shares
|
$348,666
0.01% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,718
shares
|
$342,739
0.0% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,712
shares
|
$341,983
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,687
shares
|
$338,830
0.02% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,593
shares
|
$326,977
0.09% of portfolio
|
Q2 2025
Reduced 52.44%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,545
shares
|
$320,924
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,532
shares
|
$319,285
0.05% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
2,524
shares
|
$318,276
0.01% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,384
shares
|
$300,622
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,320
shares
|
$292,552
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,320
shares
|
$292,552
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,318
shares
|
$292,299
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,307
shares
|
$290,912
0.0% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,304
shares
|
$290,534
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,300
shares
|
$290,030
0.08% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,295
shares
|
$289,399
0.01% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,277
shares
|
$287,129
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,277
shares
|
$287,129
0.0% of portfolio
|
Q1 2024
New holding
|