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 173 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $724 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
5,386
shares
|
$327,684
0.11% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5,206
shares
|
$316,733
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,145
shares
|
$313,021
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
4,938
shares
|
$300,427
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,840
shares
|
$294,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
4,629
shares
|
$281,628
0.49% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,569
shares
|
$277,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
4,533
shares
|
$275,787
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,460
shares
|
$271,346
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,397
shares
|
$267,513
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,364
shares
|
$265,505
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,290
shares
|
$261,003
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
4,123
shares
|
$250,843
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,119
shares
|
$250,599
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,074
shares
|
$247,862
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
3,871
shares
|
$235,511
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,806
shares
|
$231,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,740
shares
|
$227,541
0.0% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
3,655
shares
|
$222,370
0.12% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,616
shares
|
$219,997
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
3,604
shares
|
$219,267
0.23% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,460
shares
|
$210,506
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,155
shares
|
$191,950
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,155
shares
|
$191,950
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,123
shares
|
$190,003
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|