PDP — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fd T (PDP)? 9 institutions reported holding $5.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($3.8M), Sapient Capital LLC ($476,056), Castle Rock Wealth Management, LLC ($353,609).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.8M | 27,434 | Added |
| 2 | SAPIENT CAPITAL LLC | $476,056 | 3,454 | Hold |
| 3 | Castle Rock Wealth Management, LLC | $353,609 | 2,510 | Trimmed |
| 4 | Mirador Capital Partners LP | $275,655 | 2,000 | Hold |
| 5 | Post Resch Tallon Group Inc. | $274,277 | 1,990 | Trimmed |
| 6 | Trust Co | $8,683 | 63 | Hold |
| 7 | Central Pacific Bank - Trust Division | $1,240 | 9 | Hold |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $827 | 6 | Hold |
| 9 | Dale Q Rice Investment Management Ltd | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30