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 75 institutions that hold shares in the stock, with a total of 26.9 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 |
Nov 12, 2024 Q3 2024 |
10,370,701
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,901,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,981,166
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 197.05%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,233,073
shares
|
$0
0.59% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
868,953
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
786,972
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.99%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
541,692
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 161.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
482,256
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
438,519
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
434,041
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
416,841
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 85.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
397,427
shares
|
$0
7.92% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
321,439
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 186.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
281,707
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
247,990
shares
|
$0
1.4% of portfolio
|
Q3 2024
Added 167.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
207,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
193,536
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
187,519
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 42.77%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
173,054
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
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.
|
Nov 13, 2024 Q3 2024 |
109,827
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
107,202
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
95,796
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
89,745
shares
|
$0
0.08% of portfolio
|
Q3 2024
Added 64.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
65,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|