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Get Institutions for : 
Invesco 1-30 Laddered Treasury ETF (PLW)  
$26.79 0.09 (0.36%) as of 4:30 Fri 4/26


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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 : 
 $26.51  
Last Quarter's Ending Price : 
 $28.83  
Last Quarter's Average Price : 
 $27.20  
Change from last quarter's     
avg. price to the last closing  : 
0.41 (1.53%)  




 
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: 3-31-2022 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 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
   Redhawk Wealth Advisors Inc. 16 *New 2023-12-31 245,729 $7,084,000 245,729
   Integrated Wealth Concepts LLC 245 *New 2023-12-31 162,080 $4,673,000 162,080
   Envestnet Portfolio Solutions Inc. 347 *New 2023-12-31 158,047 $4,556,000 158,047
   Stewardship Advisors LLC 22 *New 2024-03-31 137,874 $3,872,000 137,874
   PAX Financial Group LLC 111 *New 2023-12-31 28,633 $803,000 28,633
   Commonwealth Financial Services LLC 88 *New 2023-12-31 8,813 $469,000 8,813
   Steward Financial Group LLC 44 *New 2023-09-30 4,423 $409,000 4,423
   MISSION WEALTH MANAGEMENT LLC 528 *New 2023-12-31 4,083 $204,000 4,083
   GUARDIAN WEALTH ADVISORS LLC / NC 341 *New 2023-12-31 832 $24,000 832
   Aptus Capital Advisors LLC 724 *New 2023-12-31 832 $24,000 832
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2709 *New 2023-12-31 202 $6,000 202
   Wagner Wealth Management LLC 211 *New 2024-03-31 218 $6,000 218
   COUNTRY TRUST BANK 253 *New 2024-03-31 200 $6,000 200
   Coppell Advisory Solutions LLC 1220 *New 2023-12-31 109 $3,000 109
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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