Institutional Ownership Invesco Exchange Traded Fd Tr (PTH)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTH). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,781
shares
|
$282,767
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,420
shares
|
$267,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,414
shares
|
$267,463
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,279
shares
|
$261,834
0.0% of portfolio
|
Q3 2024
Reduced 45.21%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,009
shares
|
$250,575
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,605
shares
|
$233,728
0.0% of portfolio
|
Q3 2024
Reduced 77.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,000
shares
|
$208,500
0.01% of portfolio
|
Q1 2024
Reduced 98.05%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
4,870
shares
|
$203,079
0.06% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
4,795
shares
|
$199,951
0.12% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,761
shares
|
$198,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,698
shares
|
$195,906
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,695
shares
|
$195,781
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,041
shares
|
$168,509
0.0% of portfolio
|
Q4 2023
Reduced 27.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,000
shares
|
$125,100
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,140
shares
|
$89,238
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,668
shares
|
$69,555
0.0% of portfolio
|
Q4 2023
Reduced 8.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,452
shares
|
$60,548
0.03% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,336
shares
|
$55,711
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,227
shares
|
$51,165
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$50,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$41,700
0.0% of portfolio
|
Q3 2023
Added 31.87%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
925
shares
|
$38,572
0.0% of portfolio
|
Q1 2022
Reduced 14.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
900
shares
|
$37,530
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
615
shares
|
$25,645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
600
shares
|
$25,020
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|