Institutional Ownership Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,757,314
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,042,922
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
804,742
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
580,351
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
553,119
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 185.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
497,617
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
485,028
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
399,705
shares
|
$0
7.21% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
398,819
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
362,610
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
317,424
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 83.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
316,693
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
287,843
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
271,566
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
260,937
shares
|
$0
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
253,428
shares
|
$0
1.88% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
205,635
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
177,330
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 79.59%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
164,127
shares
|
$0
1.36% of portfolio
|
Q3 2024
Added 1770.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
144,534
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
143,878
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 60.32%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
139,159
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
119,641
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
110,074
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 2.68%
|