Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / PURBTA 0 5 YR
-
Total 13F shares
-
227,688
-
Share change
-
-176,175
-
Total reported value
-
$5,900,535
-
Price per share
-
$25.92
-
Number of holders
-
9
-
Value change
-
-$4,571,822
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of INVESCO EXCH TRADED FD TR II - PURBTA 0 5 YR (PBTP) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - PURBTA 0 5 YR (PBTP) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
227,688 shares.
The largest 9 holders included
Sowell Financial Services LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Kelly Financial Services LLC, Trilogy Capital Inc., Triad Wealth Partners, LLC, Centerpoint Advisory Group, Destiny Capital Corp/CO, PRIVATE TRUST CO NA, and COMERICA BANK.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.