Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
774
shares
|
$120,945
0.02% of portfolio
|
Q3 2024
Added 49.13%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
746
shares
|
$116,569
0.06% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
695
shares
|
$108,600
0.0% of portfolio
|
Q4 2024
Added 277.72%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
570
shares
|
$89,068
0.0% of portfolio
|
Q3 2023
Reduced 46.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
559
shares
|
$87,349
0.01% of portfolio
|
Q3 2024
Reduced 83.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
510
shares
|
$79,692
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
364
shares
|
$56,878
0.0% of portfolio
|
Q4 2024
Added 435.29%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
318
shares
|
$49,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
303
shares
|
$47,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$46,878
0.0% of portfolio
|
Q1 2022
Reduced 72.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
270
shares
|
$42,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
225
shares
|
$35,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
200
shares
|
$31,252
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
175
shares
|
$27,345
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
150
shares
|
$23,439
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
135
shares
|
$21,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
126
shares
|
$19,688
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
74
shares
|
$11,563
0.0% of portfolio
|
Q3 2022
Added 1.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
67
shares
|
$10,469
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
58
shares
|
$9,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
48
shares
|
$7,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
44
shares
|
$6,875
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
42
shares
|
$6,562
0.0% of portfolio
|
Q1 2023
Added 2.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
27
shares
|
$4,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
22
shares
|
$3,437
0.0% of portfolio
|
Q4 2024
New holding
|