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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,869
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 50.17%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,825
shares
|
$0
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,768
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,682
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,479
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,157
shares
|
$0
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
6,485
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 58.64%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,115
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
4,886
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 23.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4,423
shares
|
$0
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,711
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 58.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,092
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,629
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 10.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 34.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,096
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
591
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
427
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
403
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 51.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
219
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
183
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 21.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
161
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
155
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
108
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|