Skip to content
Disclosery

PSCC INVESCO EXCH TRADED FD TR II

Follow

S&P SMLCP STAP (fund)

40 managers (40 13F filers) reported a position in PSCC shares at 2024-12-31, 427,083 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
9
Reduced
14
Sold out
4
Shares held by filers
427,083

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pacific Sun Financial Corp55,663$2.12M1.15%-33013F-HRTimeline
Cambridge Investment Research Advisors,…46,265$1.76M0.01%-4,89213F-HRTimeline
NewEdge Advisors, LLC41,890$1.59M0.01%+99313F-HRTimeline
LPL Financial LLC41,716$1.59M<0.01%-2,36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,295$1.46M<0.01%-3,88313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,192$882K<0.01%+1,25113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,552$820K<0.01%-2,81913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,293$734K<0.01%-77013F-HRTimelineGroup
IHT Wealth Management, LLC17,733$675K0.02%-1,14613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,705$673K<0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,675$672K<0.01%-2,07713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,381$585K<0.01%-41313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,781$448K<0.01%+42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,713$331K<0.01%-42513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,560$288K0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,120$271K<0.01%+113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,023$267K<0.01%-1213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,764$219K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,850$184K<0.01%-1,01613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,321$126K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,734$104K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,370$90.2K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,100$79.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,316$50.1K<0.01%+213F-HRTimelineGroup
Founders Financial Alliance, LLC1,200$45.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\900$34.2K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC849$32.3K0.01%+313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA708$27K<0.01%-5613F-HRTimelineGroup
AllSquare Wealth Management LLC582$22.1K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG423$16.1K<0.01%-3,42913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC372$14.1K<0.01%+27713F-HRTimelineGroup
AdvisorNet Financial, Inc300$11.4K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC290$11K<0.01%+113F-HRTimeline
Kessler Investment Group, LLC198$7.57K<0.01%+18213F-HRTimeline
Key Financial Inc90$3.42K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…75$2.85K<0.01%013F-HRTimeline
IFP Advisors, Inc63$2.39K<0.01%new13F-HRTimeline
Founders Capital Management15$588<0.01%013F-HRTimeline
AE Wealth Management LLC6$228<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.