Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,700
shares
|
$582,582
0.09% of portfolio
|
Q3 2021
Reduced 27.61%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,403
shares
|
$564,744
0.06% of portfolio
|
Q3 2023
Added 0.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,243
shares
|
$555,134
0.0% of portfolio
|
Q4 2024
Reduced 64.56%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
8,911
shares
|
$535,194
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
8,878
shares
|
$533,212
0.23% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
8,832
shares
|
$530,449
0.07% of portfolio
|
Q1 2023
Reduced 17.77%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
8,340
shares
|
$500,900
0.18% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,105
shares
|
$486,786
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,640
shares
|
$458,858
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,484
shares
|
$449,489
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,119
shares
|
$427,567
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,104
shares
|
$426,666
0.0% of portfolio
|
Q4 2024
Reduced 46.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,068
shares
|
$424,504
0.06% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,928
shares
|
$416,095
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
6,547
shares
|
$393,212
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,500
shares
|
$390,390
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,350
shares
|
$381,381
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,223
shares
|
$373,753
0.02% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
5,825
shares
|
$349,849
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,388
shares
|
$323,603
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
5,384
shares
|
$323,363
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
5,206
shares
|
$312,672
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,145
shares
|
$309,008
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
4,938
shares
|
$296,576
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,835
shares
|
$290,390
0.0% of portfolio
|
Q4 2024
New holding
|