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 172 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $583 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,277
shares
|
$224,170
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alamar Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,250
shares
|
$221,512
0.15% of portfolio
|
Q2 2024
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
1,928
shares
|
$189,811
0.0% of portfolio
|
Q3 2023
Reduced 13.46%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
1,900
shares
|
$187,055
0.02% of portfolio
|
Q4 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
1,900
shares
|
$187,055
0.09% of portfolio
|
Q4 2022
New holding
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,718
shares
|
$169,137
0.01% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,706
shares
|
$167,955
0.0% of portfolio
|
Q4 2023
Reduced 31.76%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,487
shares
|
$146,395
0.0% of portfolio
|
Q2 2020
Added 0.07%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
1,485
shares
|
$146,198
0.03% of portfolio
|
Q1 2023
Added 421.05%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,451
shares
|
$142,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,404
shares
|
$138,223
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
1,313
shares
|
$129,264
0.01% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,290
shares
|
$127,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,151
shares
|
$113,315
0.0% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,150
shares
|
$113,217
0.08% of portfolio
|
Q4 2023
New holding
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
1,012
shares
|
$99,631
0.03% of portfolio
|
Q2 2023
Added 0.2%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
870
shares
|
$85,651
0.03% of portfolio
|
Q1 2024
New holding
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
866
shares
|
$85,257
0.03% of portfolio
|
N/A
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$72,853
0.0% of portfolio
|
Q2 2020
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$72,853
0.0% of portfolio
|
Q2 2020
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
722
shares
|
$71,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
712
shares
|
$70,096
0.03% of portfolio
|
Q2 2024
New holding
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
640
shares
|
$63,008
0.05% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
602
shares
|
$59,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
592
shares
|
$58,282
0.0% of portfolio
|
Q1 2024
Reduced 0.17%
|