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 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,574
shares
|
$737,747
0.03% of portfolio
|
Q2 2024
Added 113.19%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
10,470
shares
|
$730,491
0.02% of portfolio
|
Q4 2023
Reduced 14.74%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
10,019
shares
|
$699,025
0.0% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$697,700
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
8,141
shares
|
$567,997
0.03% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
Investment House LLC
Las Vegas, NV |
Jul 22, 2024 Q2 2024 |
7,635
shares
|
$532,693
0.03% of portfolio
|
Q2 2024
Added 6.26%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,143
shares
|
$498,367
0.0% of portfolio
|
Q2 2024
Added 2.39%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
6,993
shares
|
$487,901
0.29% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
6,730
shares
|
$469,552
0.02% of portfolio
|
Q2 2018
New holding
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
6,709
shares
|
$468,086
0.04% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
6,201
shares
|
$432,643
0.12% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
5,895
shares
|
$411,294
0.02% of portfolio
|
Q2 2024
Added 0.92%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
5,727
shares
|
$399,572
0.0% of portfolio
|
Q2 2024
Added 7.65%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
5,508
shares
|
$384,293
0.06% of portfolio
|
Q2 2024
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
5,342
shares
|
$372,711
0.01% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
5,331
shares
|
$371,943
0.03% of portfolio
|
Q2 2024
Added 41.86%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,000
shares
|
$348,850
0.0% of portfolio
|
Q3 2021
Reduced 9.09%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
4,934
shares
|
$344,245
0.01% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,926
shares
|
$343,687
0.0% of portfolio
|
Q2 2024
Reduced 12.13%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
4,701
shares
|
$327,988
0.02% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
4,488
shares
|
$313,127
0.04% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,334
shares
|
$302,383
0.0% of portfolio
|
Q2 2024
Added 1.74%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,327
shares
|
$301,894
0.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
3,972
shares
|
$277,126
0.0% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
3,864
shares
|
$269,591
0.0% of portfolio
|
Q2 2024
Added 7.81%
|