Institutional Ownership Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 3.6 Million shares, which have been reported (via 13F filing form) to have a value of $60.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
699
shares
|
$11,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
589
shares
|
$9,965
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
581
shares
|
$9,830
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
536
shares
|
$9,069
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
463
shares
|
$7,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
462
shares
|
$7,817
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
434
shares
|
$7,343
0.01% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
370
shares
|
$6,260
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
367
shares
|
$6,209
0.0% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
357
shares
|
$6,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
351
shares
|
$5,938
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
351
shares
|
$5,938
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
334
shares
|
$5,651
0.0% of portfolio
|
Q4 2023
Reduced 72.49%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
323
shares
|
$5,465
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
303
shares
|
$5,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
295
shares
|
$4,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
288
shares
|
$4,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
284
shares
|
$4,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
256
shares
|
$4,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
239
shares
|
$4,043
0.0% of portfolio
|
Q4 2024
Reduced 59.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
227
shares
|
$3,840
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
220
shares
|
$3,722
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
210
shares
|
$3,553
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
210
shares
|
$3,553
0.0% of portfolio
|
Q2 2022
Reduced 36.56%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
201
shares
|
$3,400
0.0% of portfolio
|
Q4 2024
Added 0.5%
|