Institutional Ownership Invesco Exchange Traded Fd Tr (PEJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PEJ). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 2.06 Million shares, which have been reported (via 13F filing form) to have a value of $92.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
1,050
shares
|
$47,218
0.0% of portfolio
|
Q1 2023
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
1,050
shares
|
$47,218
0.0% of portfolio
|
Q1 2024
Added 250.0%
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
1,027
shares
|
$46,184
0.02% of portfolio
|
Q2 2022
Added 0.2%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,015
shares
|
$45,644
0.02% of portfolio
|
Q4 2023
Added 34.62%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
610
shares
|
$27,431
0.02% of portfolio
|
Q2 2022
Reduced 16.44%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
550
shares
|
$24,733
0.01% of portfolio
|
Q2 2022
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
534
shares
|
$24,013
0.0% of portfolio
|
Q1 2023
Added 0.56%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
500
shares
|
$22,485
0.01% of portfolio
|
Q4 2023
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 13, 2024 Q1 2024 |
437
shares
|
$19,651
0.0% of portfolio
|
Q1 2024
Reduced 76.84%
|
|
Cnb Bank
Clearfield, PA |
May 02, 2024 Q1 2024 |
415
shares
|
$18,662
0.01% of portfolio
|
Q4 2020
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
410
shares
|
$18,437
0.0% of portfolio
|
Q1 2024
Reduced 88.16%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
406
shares
|
$18,257
0.0% of portfolio
|
Q3 2021
Reduced 39.22%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
400
shares
|
$17,988
0.01% of portfolio
|
Q3 2020
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$13,491
0.0% of portfolio
|
Q1 2024
Added 5900.0%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
280
shares
|
$12,591
0.0% of portfolio
|
Q4 2021
Reduced 12.5%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
264
shares
|
$11,872
0.0% of portfolio
|
Q3 2023
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
258
shares
|
$11,602
0.0% of portfolio
|
Q4 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
238
shares
|
$10,702
0.0% of portfolio
|
Q1 2024
Reduced 44.65%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
213
shares
|
$9,578
0.0% of portfolio
|
Q1 2023
Added 627.7%
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
195
shares
|
$8,769
0.0% of portfolio
|
Q1 2024
Added 182.61%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
191
shares
|
$8,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
108
shares
|
$4,856
0.0% of portfolio
|
Q2 2021
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
98
shares
|
$4,407
0.0% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
50
shares
|
$2,248
0.0% of portfolio
|
Q4 2023
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
50
shares
|
$2,248
0.0% of portfolio
|
Q4 2021
New holding
|