Institutional Ownership Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $88.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
254,172
shares
|
$16.5 Million
0.64% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
191,173
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
76,895
shares
|
$4.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
75,983
shares
|
$4.93 Million
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
71,877
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
71,729
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
58,465
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
43,188
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
27,327
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
24,256
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
20,768
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,398
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,156
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
19,450
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
18,394
shares
|
$1.19 Million
0.66% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,315
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
16,500
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
15,701
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,339
shares
|
$996,114
0.03% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
15,333
shares
|
$995,725
0.03% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,131
shares
|
$982,607
0.0% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
12,830
shares
|
$833,180
0.03% of portfolio
|
Q2 2025
Reduced 46.23%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
12,725
shares
|
$826,361
0.38% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,470
shares
|
$809,801
0.47% of portfolio
|
Q2 2022
Reduced 1.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,219
shares
|
$793,501
0.0% of portfolio
|
Q2 2025
New holding
|