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 27 institutions that hold shares in the stock, with a total of 441,979 shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
140,118
shares
|
$4.86 Million
0.0% of portfolio
|
Q1 2024
Added 2321.25%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
75,515
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.87%
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 13, 2024 Q1 2024 |
43,781
shares
|
$1.52 Million
1.16% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
30,706
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Added 0.8%
|
|
Imc Chicago, LLC
|
Apr 12, 2024 Q1 2024 |
23,754
shares
|
$823,788
0.03% of portfolio
|
Q1 2024
Added 72.04%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
17,426
shares
|
$604,333
0.08% of portfolio
|
Q2 2021
Reduced 5.53%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
16,900
shares
|
$586,092
0.05% of portfolio
|
Q1 2024
Added 0.11%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
15,710
shares
|
$544,822
0.01% of portfolio
|
Q1 2024
Added 12.54%
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 08, 2024 Q1 2024 |
13,500
shares
|
$468,180
0.12% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
12,121
shares
|
$420,356
0.0% of portfolio
|
Q1 2024
Reduced 12.01%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
9,990
shares
|
$346,453
0.0% of portfolio
|
Q1 2024
Reduced 28.63%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
8,800
shares
|
$305,184
0.09% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
7,398
shares
|
$256,562
0.01% of portfolio
|
Q1 2024
New holding
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
7,350
shares
|
$254,898
0.01% of portfolio
|
Q4 2023
Reduced 58.05%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
6,590
shares
|
$228,541
0.0% of portfolio
|
Q1 2024
Added 0.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
5,956
shares
|
$206,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,718
shares
|
$94,260
0.0% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
914
shares
|
$31,697
0.0% of portfolio
|
Q1 2024
Reduced 70.55%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
715
shares
|
$24,796
0.01% of portfolio
|
Q1 2023
Reduced 6.54%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
482
shares
|
$16,715
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
438
shares
|
$15,189
0.0% of portfolio
|
Q2 2022
Reduced 15.44%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
264
shares
|
$9,155
0.0% of portfolio
|
Q1 2024
Reduced 19.02%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
237
shares
|
$8,219
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
208
shares
|
$7,213
0.0% of portfolio
|
Q1 2024
Reduced 71.39%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
184
shares
|
$6,381
0.0% of portfolio
|
Q2 2021
New holding
|