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 36 institutions that hold shares in the stock, with a total of 413,764 shares, which have been reported (via 13F filing form) to have a value of $16.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
88,632
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
70,829
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 60.64%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
43,787
shares
|
$1.78 Million
1.3% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
34,032
shares
|
$1.39 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
26,097
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,626
shares
|
$718,259
0.1% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
17,000
shares
|
$692,750
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
16,584
shares
|
$675,798
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
15,091
shares
|
$614,958
0.08% of portfolio
|
Q1 2025
Reduced 47.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
11,898
shares
|
$484,843
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,186
shares
|
$333,579
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,186
shares
|
$333,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,956
shares
|
$324,207
0.0% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,597
shares
|
$309,577
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,227
shares
|
$253,750
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,674
shares
|
$231,215
0.0% of portfolio
|
Q1 2025
Added 197.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,401
shares
|
$220,090
0.0% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$211,288
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,153
shares
|
$209,984
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,298
shares
|
$93,643
0.0% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,267
shares
|
$92,380
0.0% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,509
shares
|
$61,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,377
shares
|
$56,112
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,100
shares
|
$44,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
933
shares
|
$38,019
0.0% of portfolio
|
Q1 2025
Reduced 88.97%
|