Institutional Ownership Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Purebeta 0 5 (PBTP). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
659,540
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
473,962
shares
|
$12.4 Million
0.5% of portfolio
|
Q3 2022
Added 14.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
193,350
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Added 28.31%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
179,352
shares
|
$4.69 Million
1.55% of portfolio
|
Q2 2025
Added 497.72%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
175,331
shares
|
$4.58 Million
1.57% of portfolio
|
Q2 2025
Added 125.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
103,146
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
89,688
shares
|
$2.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
80,700
shares
|
$2.11 Million
1.26% of portfolio
|
Q4 2022
Reduced 16.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
78,240
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
52,100
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
47,741
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
44,142
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
43,658
shares
|
$1.14 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
40,669
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
39,449
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 354.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,384
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
30,796
shares
|
$805,007
0.04% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,070
shares
|
$759,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
28,672
shares
|
$749,486
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
22,587
shares
|
$590,424
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,398
shares
|
$559,343
0.02% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
15,901
shares
|
$415,652
0.36% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,350
shares
|
$322,829
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,084
shares
|
$315,875
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,265
shares
|
$294,467
0.0% of portfolio
|
Q2 2025
New holding
|