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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
   INVESCO LTD 306 - 2023-12-31 12,641,611 $364,458,000 -1,444,273
   Private Advisor Group LLC 206 - 2023-12-31 409,710 $11,812,000 -49,833
   Advisor Group Holdings Inc. 1421 - 2023-12-31 125,598 $3,621,000 -87,015
   JANNEY MONTGOMERY SCOTT LLC 1011 - 2023-12-31 85,192 $2,456,000 -12,331
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 917 - 2024-03-31 75,609 $2,123,000 -8,541
   MORGAN STANLEY 4656 - 2023-12-31 43,523 $1,255,000 -10,624
   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
   Kingsview Wealth Management LLC 761 - 2023-12-31 10,507 $303,000 -2,325
   ST GERMAIN D J CO INC 292 - 2024-03-31 4,886 $137,000 -1,525
   Financial Advisory Service Inc. - 2023-12-31 3,480 $100,000 -2,073,465
   Concord Wealth Partners 585 - 2023-12-31 279 $8,000 -856
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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