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 180 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $635 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,390
shares
|
$243,923
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,357
shares
|
$240,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,320
shares
|
$236,779
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,320
shares
|
$236,779
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,318
shares
|
$236,575
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
2,304
shares
|
$235,146
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,292
shares
|
$233,921
0.0% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,277
shares
|
$232,390
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,250
shares
|
$229,635
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,053
shares
|
$209,529
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$196,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
1,900
shares
|
$193,914
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,900
shares
|
$193,914
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,706
shares
|
$174,114
0.0% of portfolio
|
Q4 2023
Reduced 31.76%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,666
shares
|
$170,031
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,487
shares
|
$151,763
0.0% of portfolio
|
Q2 2020
Added 0.07%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,485
shares
|
$151,559
0.03% of portfolio
|
Q1 2023
Added 421.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,404
shares
|
$143,292
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,385
shares
|
$141,353
0.03% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,380
shares
|
$140,842
0.0% of portfolio
|
Q4 2024
Added 133.11%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,291
shares
|
$131,759
0.01% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,290
shares
|
$131,657
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,275
shares
|
$130,126
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,215
shares
|
$124,002
0.0% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,012
shares
|
$103,284
0.03% of portfolio
|
Q2 2023
Added 0.2%
|