Institutional Ownership Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 641,791 shares, which have been reported (via 13F filing form) to have a value of $16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
91,449
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
85,260
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
63,850
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
63,826
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
48,838
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,473
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
42,919
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
40,032
shares
|
$995,195
0.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
32,699
shares
|
$812,897
0.52% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
28,733
shares
|
$714,302
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,131
shares
|
$450,736
0.01% of portfolio
|
Q2 2025
Added 46.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,627
shares
|
$338,767
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,660
shares
|
$289,867
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
10,898
shares
|
$270,924
0.07% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,916
shares
|
$246,511
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
9,260
shares
|
$230,203
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
8,590
shares
|
$213,547
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,655
shares
|
$140,583
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,868
shares
|
$46,438
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,700
shares
|
$42,262
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,374
shares
|
$34,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,361
shares
|
$33,834
0.0% of portfolio
|
Q2 2025
Reduced 75.53%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,073
shares
|
$26,674
0.02% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
497
shares
|
$12,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
100
shares
|
$2,486
0.0% of portfolio
|
Q2 2024
New holding
|