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Get Institutions for : 
Invesco 1-30 Laddered Treasury ETF (PLW)  
$28.14 0.19 (0.68%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    8
Total shares held : 
 25,712,340  
% of shares held : 
 28.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 -759,271  
% of shares held change : 
   -0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.72  
Last Quarter's Ending Price : 
 $28.08  
Last Quarter's Average Price : 
 $28.10  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,736,154
 6.75%
 
Increased Positions :
20
 1,318,951
 5.13%
 
Unchanged Positions :
7
 349,743
 1.36%
 
Decreased Positions :
13
-3,691,657
-14.36%
 
Closed Positions :
9
-122,719
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   INVESCO LTD 469 - 2024-03-31 9,454,168 $265,473,000 -3,187,443
   LPL FINANCIAL CORP 709 - 2024-03-31 1,173,829 $32,961,000 -425,578
   Private Advisor Group LLC 313 - 2024-03-31 296,462 $8,325,000 -113,248
   ROYAL BANK OF CANADA 1612 - 2024-03-31 291,132 $8,175,000 -13,104
   Integrated Wealth Concepts LLC 381 - 2024-03-31 109,463 $3,074,000 -52,617
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 917 - 2024-03-31 75,609 $2,123,000 -8,541
   PNC FINANCIAL SERVICES GROUP INC 1069 - 2024-03-31 43,930 $1,234,000 -134
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3818 - 2024-03-31 12,900 $362,000 -68,678
   Security Financial Services INC. 126 - 2024-03-31 12,680 $356,000 -1,627
   PRIVATE TRUST CO NA 464 - 2024-03-31 12,556 $353,000 -1,521
   Richard P Slaughter Associates Inc 113 - 2024-03-31 12,339 $346,000 -83,043
   Envestnet Portfolio Solutions Inc. 1470 - 2024-03-31 8,554 $240,000 -149,493
   Kingsview Wealth Management LLC 956 - 2024-03-31 7,318 $205,000 -3,189
   ST GERMAIN D J CO INC 292 - 2024-03-31 4,886 $137,000 -1,525
   Geneos Wealth Management Inc. 1026 - 2024-03-31 1,993 $56,000 -10,588
   Goss Wealth Management LLC 2454 - 2024-03-31 1,096 $31,000 -150
  16 Records found
  1    
  Page 1 of 1
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