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 144 institutions that hold shares in the stock, with a total of 9.57 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
8,072
shares
|
$445,412
0.02% of portfolio
|
Q1 2024
Added 0.11%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
7,826
shares
|
$431,838
0.01% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
7,530
shares
|
$415,505
0.0% of portfolio
|
Q1 2024
Reduced 16.86%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
7,498
shares
|
$413,739
0.07% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
7,125
shares
|
$393,157
0.02% of portfolio
|
Q1 2024
Added 1.39%
|
|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
7,119
shares
|
$392,826
0.06% of portfolio
|
Q1 2022
New holding
|
|
Tctc Holdings, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
6,547
shares
|
$361,263
0.01% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
6,500
shares
|
$358,670
0.03% of portfolio
|
Q1 2022
New holding
|
|
Wedmont Private Capital
|
Apr 10, 2024 Q1 2024 |
6,000
shares
|
$331,080
0.03% of portfolio
|
Q4 2021
New holding
|
|
O'Dell Group, LLC
Cincinnati, OH |
May 07, 2024 Q1 2024 |
5,825
shares
|
$321,423
0.09% of portfolio
|
Q2 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
5,521
shares
|
$304,648
0.0% of portfolio
|
Q1 2023
Added 7.43%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
5,388
shares
|
$297,309
0.0% of portfolio
|
Q4 2020
Reduced 13.57%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
5,380
shares
|
$296,868
0.12% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
5,206
shares
|
$287,267
0.07% of portfolio
|
Q4 2022
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
5,187
shares
|
$286,218
0.0% of portfolio
|
Q1 2024
Reduced 75.68%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
5,123
shares
|
$282,687
0.0% of portfolio
|
Q3 2021
Reduced 36.75%
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
4,938
shares
|
$272,478
0.03% of portfolio
|
Q1 2023
New holding
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,590
shares
|
$253,276
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
4,560
shares
|
$251,620
0.09% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
4,537
shares
|
$250,351
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
4,432
shares
|
$244,557
0.04% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
4,386
shares
|
$242,019
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ivc Wealth Advisors LLC
|
Apr 19, 2024 Q1 2024 |
4,290
shares
|
$236,722
0.14% of portfolio
|
Q2 2023
New holding
|
|
Advisor Resource Council
|
Apr 19, 2024 Q1 2024 |
4,192
shares
|
$231,314
0.07% of portfolio
|
Q1 2024
New holding
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
4,119
shares
|
$227,286
0.0% of portfolio
|
Q1 2024
New holding
|