Institutional Ownership Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 5.97 Million shares, which have been reported (via 13F filing form) to have a value of $609 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,208
shares
|
$5.23 Million
0.25% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
50,972
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
45,920
shares
|
$4.69 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
43,907
shares
|
$4.48 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,149
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
36,136
shares
|
$3.69 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
35,847
shares
|
$3.66 Million
0.12% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
34,754
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
32,701
shares
|
$3.34 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,340
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,052
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
27,731
shares
|
$2.83 Million
1.28% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
25,993
shares
|
$2.65 Million
0.33% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
21,355
shares
|
$2.18 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
20,628
shares
|
$2.11 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,982
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,963
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,902
shares
|
$2.03 Million
0.78% of portfolio
|
Q2 2022
Added 4.37%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
18,623
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18,070
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,742
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
17,648
shares
|
$1.8 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,686
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,910
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
15,844
shares
|
$1.62 Million
0.26% of portfolio
|
Q1 2024
Added 0.01%
|