Institutional Ownership Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $612 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
18,482
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
Added 4.67%
|
|
Consolidated Planning Corp
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
18,351
shares
|
$1.07 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
18,155
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
Reduced 36.67%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,782
shares
|
$1.04 Million
0.02% of portfolio
|
N/A
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
16,582
shares
|
$966,233
0.07% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Parker Financial LLC
Silverdale, WA |
Aug 07, 2024 Q2 2024 |
16,542
shares
|
$963,902
0.5% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
15,465
shares
|
$901,145
0.12% of portfolio
|
Q2 2024
New holding
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
14,651
shares
|
$853,713
0.11% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
14,265
shares
|
$831,221
0.46% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
13,503
shares
|
$786,819
0.0% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 02, 2024 Q2 2024 |
13,485
shares
|
$785,770
0.59% of portfolio
|
Q4 2020
Reduced 8.48%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,389
shares
|
$780,177
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
13,196
shares
|
$768,930
0.09% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,170
shares
|
$767,415
0.0% of portfolio
|
Q2 2024
Reduced 14.61%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
10,755
shares
|
$626,693
0.05% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
10,631
shares
|
$619,468
0.01% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
10,377
shares
|
$604,667
0.0% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
10,117
shares
|
$589,517
0.12% of portfolio
|
Q2 2023
Reduced 5.33%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jul 22, 2024 Q2 2024 |
9,905
shares
|
$577,164
0.07% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,808
shares
|
$571,512
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,700
shares
|
$565,219
0.09% of portfolio
|
Q3 2021
Reduced 27.61%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
9,403
shares
|
$547,912
0.06% of portfolio
|
Q3 2023
Added 0.55%
|
|
Simpli Fi, Inc.
|
Jul 25, 2024 Q2 2024 |
8,900
shares
|
$518,603
0.23% of portfolio
|
Q2 2024
Added 1.36%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
8,832
shares
|
$514,640
0.07% of portfolio
|
Q1 2023
Reduced 17.77%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
8,201
shares
|
$477,872
0.19% of portfolio
|
Q2 2024
Added 0.2%
|