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 28 institutions that hold shares in the stock, with a total of 799,605 shares, which have been reported (via 13F filing form) to have a value of $19.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
258,233
shares
|
$6.41 Million
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
103,118
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
71,762
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
70,102
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 13.12%
|
|
Janney Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
41,695
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
39,618
shares
|
$983,714
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
32,960
shares
|
$818,396
0.0% of portfolio
|
Q1 2024
Reduced 45.66%
|
|
Simpli Fi, Inc.
|
Jul 25, 2024 Q2 2024 |
28,733
shares
|
$713,440
0.33% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
27,605
shares
|
$685,432
0.0% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
First Affirmative Financial Network
|
Jul 10, 2024 Q2 2024 |
15,535
shares
|
$385,734
0.27% of portfolio
|
Q2 2024
Added 5.34%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
13,863
shares
|
$344,218
0.0% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
11,162
shares
|
$277,152
0.09% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,557
shares
|
$262,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
10,364
shares
|
$257,338
0.0% of portfolio
|
Q2 2024
Added 24.36%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,214
shares
|
$253,613
0.0% of portfolio
|
Q2 2024
Reduced 90.08%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
9,974
shares
|
$247,654
0.01% of portfolio
|
Q2 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,346
shares
|
$232,061
0.02% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,262
shares
|
$229,975
0.0% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
8,914
shares
|
$221,334
0.0% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,875
shares
|
$170,706
0.0% of portfolio
|
Q2 2024
Added 50.17%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,655
shares
|
$140,413
0.0% of portfolio
|
Q2 2023
Reduced 0.32%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
2,948
shares
|
$73,198
0.0% of portfolio
|
Q1 2024
Added 4.39%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
497
shares
|
$12,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
414
shares
|
$10,279
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 09, 2024 Q2 2024 |
100
shares
|
$2,483
0.0% of portfolio
|
Q2 2024
New holding
|