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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,260
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
591
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
285
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
221
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
183
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 21.46%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
155
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
36
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 99.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|