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 33 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $70 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
787,574
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
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
|
Oct 22, 2025 Q3 2025 |
198,445
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
197,906
shares
|
$5.18 Million
1.73% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
196,555
shares
|
$5.14 Million
1.58% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
88,300
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
80,843
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
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 |
Oct 17, 2025 Q3 2025 |
78,895
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
47,606
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
45,813
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
43,212
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
39,934
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,800
shares
|
$962,688
0.01% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
30,200
shares
|
$790,032
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,879
shares
|
$781,634
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
28,460
shares
|
$744,513
0.16% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
26,669
shares
|
$697,661
0.0% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,573
shares
|
$564,349
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,802
shares
|
$413,380
0.32% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,366
shares
|
$323,494
0.0% of portfolio
|
Q3 2025
Added 28.93%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,084
shares
|
$316,117
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,152
shares
|
$291,736
0.0% of portfolio
|
Q3 2025
New holding
|
|