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 82 institutions that hold shares in the stock, with a total of 22.6 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 |
May 12, 2025 Q1 2025 |
8,718,055
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,203,568
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
969,869
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
734,856
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
716,988
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 47.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
567,117
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
418,133
shares
|
$0
7.51% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
417,267
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
392,089
shares
|
$0
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
387,856
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
325,073
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
316,652
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
306,796
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
301,888
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
287,051
shares
|
$0
1.99% of portfolio
|
Q1 2025
Added 74.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
284,996
shares
|
$0
2.2% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
282,416
shares
|
$0
0.33% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
264,075
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
221,895
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 126.6%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
212,762
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
208,299
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
186,911
shares
|
$0
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
167,836
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
137,570
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|