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 199 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $871 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,053
shares
|
$246,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,052
shares
|
$246,486
0.02% of portfolio
|
Q2 2025
Added 102500.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,979
shares
|
$237,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,972
shares
|
$236,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,929
shares
|
$231,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,918
shares
|
$230,390
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,900
shares
|
$228,228
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,900
shares
|
$228,228
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,775
shares
|
$213,213
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,775
shares
|
$213,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,618
shares
|
$194,354
0.01% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,487
shares
|
$178,618
0.0% of portfolio
|
Q2 2020
Added 0.07%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,485
shares
|
$178,378
0.04% of portfolio
|
Q1 2023
Added 421.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,404
shares
|
$168,648
0.01% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,345
shares
|
$161,561
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,241
shares
|
$149,068
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,215
shares
|
$145,945
0.0% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,090
shares
|
$130,930
0.01% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,012
shares
|
$121,561
0.03% of portfolio
|
Q2 2023
Added 0.2%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,008
shares
|
$121,080
0.0% of portfolio
|
Q4 2024
Reduced 34.03%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$120,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
959
shares
|
$115,195
0.0% of portfolio
|
Q2 2025
Added 396.89%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
866
shares
|
$104,023
0.03% of portfolio
|
N/A
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$88,888
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
740
shares
|
$88,888
0.0% of portfolio
|
Q2 2020
New holding
|