Institutional Ownership Invesco Exchange Traded Fd Tr (PUI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PUI). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 577,074 shares, which have been reported (via 13F filing form) to have a value of $23.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
233,644
shares
|
$9.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
51,689
shares
|
$2.14 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
44,092
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
43,237
shares
|
$1.79 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
34,032
shares
|
$1.41 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
28,474
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
17,740
shares
|
$733,194
0.0% of portfolio
|
Q4 2024
Added 89.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
17,626
shares
|
$728,482
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
16,973
shares
|
$701,494
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,981
shares
|
$495,174
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,651
shares
|
$357,545
0.0% of portfolio
|
Q4 2024
Added 60.11%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,461
shares
|
$349,693
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,186
shares
|
$338,327
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,049
shares
|
$332,665
0.0% of portfolio
|
Q4 2024
Reduced 83.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,575
shares
|
$313,074
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,212
shares
|
$256,741
0.0% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,065
shares
|
$250,666
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,230
shares
|
$216,155
0.0% of portfolio
|
Q4 2024
Reduced 77.9%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$214,296
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,241
shares
|
$133,950
0.0% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,526
shares
|
$104,399
0.0% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,908
shares
|
$78,857
0.0% of portfolio
|
Q3 2024
Reduced 44.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,509
shares
|
$62,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$45,463
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
715
shares
|
$29,550
0.01% of portfolio
|
Q1 2023
Reduced 6.54%
|