Purchases and Sales Made in Q2 2025 in Invesco 1 30 Laddered Treasury (PLW)
This table provides information about the institutional ownership of Invesco 1 30 Laddered Treasury (PLW) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO 1-30 LADDERED TREASURY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
734K+ 22.92% |
N/A
|
3.94M
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
596K+ 183.26% |
N/A
|
921K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 75.0% |
N/A
|
384K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
80K+ 42.78% |
N/A
|
267K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
72K+ 33.86% |
N/A
|
285K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.7K+ 6.98% |
N/A
|
1.04M
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
67K+ 48.67% |
N/A
|
205K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
66.1K+ 17.04% |
N/A
|
454K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 134.68% |
N/A
|
80.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
40.1K+ 477.62% |
N/A
|
48.5K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
40KNew |
N/A
|
40K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.6K+ 6.45% |
N/A
|
604K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 11.18% |
N/A
|
294K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29KNew |
N/A
|
29K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.8K+ 11.2% |
N/A
|
187K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 36.46% |
N/A
|
56.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.5K+ 3.69% |
N/A
|
407K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10.7K+ 2.57% |
N/A
|
429K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.44KNew |
N/A
|
9.44K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.9K+ 15.12% |
N/A
|
67.8K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.52KNew |
N/A
|
8.52K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.4K+ 10.9% |
N/A
|
85.4K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.21K+ 1.01% |
N/A
|
724K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.98K+ 2.31% |
N/A
|
309K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.97K+ 28.18% |
N/A
|
31.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.61K+ 89.0% |
N/A
|
14K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.48K+ 11.94% |
N/A
|
51.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.7K+ 32.01% |
N/A
|
19.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.14K+ 5.57% |
N/A
|
78.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.12K+ 22.21% |
N/A
|
22.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.07KNew |
N/A
|
4.07K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.92K+ 21.14% |
N/A
|
22.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.62K+ 1.18% |
N/A
|
310K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.32K+ 9.36% |
N/A
|
38.8K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.2K+ 40.33% |
N/A
|
11.1K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.11K+ 14.61% |
N/A
|
24.4K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.42K+ 20.6% |
N/A
|
14.1K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.32K+ 8.36% |
N/A
|
30K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 97.92% |
N/A
|
2.76K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.23K+ 8.1% |
N/A
|
16.5K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
838+ 5.12% |
N/A
|
17.2K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
448New |
N/A
|
448
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
402New |
N/A
|
402
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 0.24% |
N/A
|
45.9K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 2.57% |
N/A
|
2.83K
$0
|