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 |
---|---|---|---|---|---|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
517
shares
|
$30,125
0.01% of portfolio
|
Q4 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
516
shares
|
$30,067
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
514
shares
|
$29,950
0.0% of portfolio
|
Q2 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
413
shares
|
$24,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
350
shares
|
$20,394
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
326
shares
|
$18,996
0.0% of portfolio
|
Q2 2024
Added 593.62%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
320
shares
|
$18,646
0.0% of portfolio
|
Q3 2018
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
299
shares
|
$17,422
0.0% of portfolio
|
Q3 2022
Added 80.12%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
292
shares
|
$17,014
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
262
shares
|
$15,266
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
229
shares
|
$13,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200
shares
|
$11,654
0.0% of portfolio
|
Q1 2023
Reduced 97.27%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
181
shares
|
$10,546
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
120
shares
|
$6,992
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
118
shares
|
$6,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
100
shares
|
$5,827
0.0% of portfolio
|
Q3 2018
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
56
shares
|
$3,263
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
44
shares
|
$2,563
0.0% of portfolio
|
Q4 2023
Reduced 90.81%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
40
shares
|
$2,330
0.0% of portfolio
|
Q2 2024
Reduced 97.47%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
38
shares
|
$2,214
0.0% of portfolio
|
Q3 2023
Added 2.7%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
34
shares
|
$1,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|