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Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCHANGE TRADED FD T

LPL Financial LLC holds 107,310 shares of PBW (INVESCO EXCHANGE TRADED FD T), worth $4.2M as of 2026-Q2. The position was increased (+17.3% shares). PBW represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$4.2M

Current Shares

107,310

Total Value Change

+$2.9M

Total Shares Change

+41,563

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
107,310
+17.3%
$4.2M0.0%$39.01
31
2026-Q1
Decreased
91,522
-71.4%
$2.9M0.0%$31.69
0
2025-Q4
Increased
320,122
+65.9%
$9.8M0.0%$31.07
41
2025-Q3
Increased
192,931
+266.9%
$5.6M0.0%$28.83
44
2025-Q2
Increased
52,579
+5.8%
$1M0.0%$19.62
27
2025-Q1
Decreased
49,683
-10.3%
$782,0110.0%$15.88
0
2024-Q4
Decreased
55,394
-15.8%
$1.1M0.0%$20.32
0
2024-Q3
Decreased
65,747
-32.5%
$1.3M0.0%$19.73
0

Other major holders of PBW: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

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