Institutional Ownership Invesco Exchange Traded Fd Tr (PXE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PXE). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.33 Million shares, which have been reported (via 13F filing form) to have a value of $41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
240,038
shares
|
$7.42 Million
0.0% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
141,796
shares
|
$4.38 Million
2.49% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
127,047
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
98,356
shares
|
$3.04 Million
1.62% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
79,617
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
44,266
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
43,814
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,698
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
32,238
shares
|
$996,154
0.39% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,530
shares
|
$974,277
0.0% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
30,434
shares
|
$940,410
0.0% of portfolio
|
Q2 2024
Added 20.86%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
30,117
shares
|
$930,615
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,885
shares
|
$892,546
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
28,228
shares
|
$872,245
0.16% of portfolio
|
Q3 2024
Added 33.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,023
shares
|
$835,010
0.0% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,650
shares
|
$761,685
0.01% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
20,800
shares
|
$642,720
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
20,694
shares
|
$639,444
0.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
20,582
shares
|
$635,983
0.11% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
19,958
shares
|
$616,702
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
18,211
shares
|
$562,719
0.2% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,947
shares
|
$461,862
0.01% of portfolio
|
Q3 2024
Reduced 50.8%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,999
shares
|
$432,569
0.21% of portfolio
|
Q1 2024
Added 7.69%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
13,952
shares
|
$431,116
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
13,952
shares
|
$431,116
0.12% of portfolio
|
Q4 2023
Added 34.66%
|