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 213 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
20,190
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
20,153
shares
|
$2.53 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19,902
shares
|
$2.5 Million
0.78% of portfolio
|
Q2 2022
Added 4.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,502
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2025
Added 86.62%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
17,613
shares
|
$2.21 Million
0.9% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
17,082
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Added 345.66%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
15,916
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
15,844
shares
|
$1.99 Million
0.27% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,500
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,198
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,950
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
12,515
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
12,422
shares
|
$1.56 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,330
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2021
Added 5.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,174
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,081
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
11,884
shares
|
$1.49 Million
1.11% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,438
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
10,986
shares
|
$1.38 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,428
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
10,422
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,167
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,930
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 238.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
9,927
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,737
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|