Institutional Ownership Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 856,147 shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,685
shares
|
$212,371
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,126
shares
|
$187,031
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,124
shares
|
$141,610
0.0% of portfolio
|
Q2 2024
Reduced 22.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,271
shares
|
$102,944
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,878
shares
|
$85,129
0.0% of portfolio
|
Q4 2024
Reduced 73.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,719
shares
|
$77,922
0.0% of portfolio
|
Q4 2024
Reduced 43.79%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,296
shares
|
$58,747
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$45,330
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
841
shares
|
$38,122
0.0% of portfolio
|
Q4 2024
Added 406.63%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
786
shares
|
$35,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
768
shares
|
$34,813
0.0% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
705
shares
|
$31,957
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
680
shares
|
$30,824
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
600
shares
|
$27,198
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
386
shares
|
$17,497
0.0% of portfolio
|
Q4 2024
Added 63.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
324
shares
|
$14,686
0.0% of portfolio
|
Q4 2024
Reduced 35.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
310
shares
|
$14,052
0.0% of portfolio
|
Q3 2024
Added 37.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
300
shares
|
$13,599
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
251
shares
|
$11,377
0.01% of portfolio
|
Q4 2023
Reduced 60.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
200
shares
|
$9,066
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
157
shares
|
$7,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
105
shares
|
$4,759
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
100
shares
|
$4,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
25
shares
|
$1,133
0.0% of portfolio
|
Q2 2021
Added 16.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
18
shares
|
$815
0.0% of portfolio
|
Q2 2024
New holding
|