Institutional Ownership Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
26,432
shares
|
$1.93 Million
0.22% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
24,300
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
23,354
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
22,061
shares
|
$1.61 Million
0.49% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
21,028
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18,629
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
15,769
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
14,866
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,681
shares
|
$1.07 Million
0.39% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
13,560
shares
|
$992,185
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
13,560
shares
|
$992,185
0.11% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,921
shares
|
$872,259
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,276
shares
|
$825,064
0.01% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
10,924
shares
|
$799,309
0.0% of portfolio
|
Q4 2023
Reduced 6.82%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,729
shares
|
$711,870
0.02% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,345
shares
|
$683,773
0.01% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,080
shares
|
$664,383
0.03% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,895
shares
|
$577,677
0.02% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,889
shares
|
$577,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,830
shares
|
$572,921
0.19% of portfolio
|
Q3 2021
Reduced 20.35%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
7,438
shares
|
$544,238
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$504,580
0.01% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
6,812
shares
|
$498,434
0.19% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
6,777
shares
|
$495,873
0.19% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,675
shares
|
$488,409
0.0% of portfolio
|
Q3 2023
New holding
|