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Disclosery

PSCC INVESCO EXCH TRADED FD TR II

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S&P SMLCP STAP (fund)

45 managers (45 13F filers) reported a position in PSCC shares at 2025-03-31, 473,686 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
10
Added
13
Reduced
12
Sold out
6
Shares held by filers
473,686

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Corp56,144$1.97M1.12%+48113F-HRTimeline
Cambridge Investment Research Advisors,…45,000$1.58M0.01%-1,26513F-HRTimeline
NewEdge Advisors, LLC44,195$1.55M0.01%+2,30513F-HRTimeline
LPL Financial LLC41,234$1.45M<0.01%-48213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,573$1.32M<0.01%-72213F-HRTimelineGroup
Cetera Investment Advisers34,494$1.21M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,176$742K<0.01%+3,47113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,260$500K0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,238$499K<0.01%-3,43713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,388$434K<0.01%-6,90513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,161$426K<0.01%+38013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,111$425K0.01%+7,26113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,065$423K<0.01%-3,31613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,805$379K<0.01%-12,38713F-HRTimelineGroup
IHT Wealth Management, LLC10,382$364K0.01%-7,35113F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,995$350K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC9,154$321K<0.01%-12,39813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,756$307K<0.01%+4313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,844$275K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,560$265K0.01%013F-HRTimelineGroup
Summit Financial Consulting LLC7,361$258K0.24%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,252$219K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,237$219K<0.01%+47313F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,027$211K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,949$209K<0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,800$203K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,321$116K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,170$76.1K<0.01%-20013F-HRTimelineGroup
Geneos Wealth Management Inc.2,100$73.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,319$46.3K<0.01%+313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\900$31.6K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG898$31.5K<0.01%+47513F-HRTimelineGroup
EPG Wealth Management LLC853$29.9K0.01%+413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA708$25K<0.01%013F-HR/ATimelineGroup
AllSquare Wealth Management LLC582$20.4K0.01%013F-HRTimeline
Key Financial Inc454$15.9K<0.01%+36413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC372$14.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc300$10.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC210$7.36K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC181$6.37K<0.01%-1713F-HRTimeline
IFP Advisors, Inc76$2.65K<0.01%+1313F-HRTimeline
Wagner Wealth Management, LLC59$2.08K<0.01%-23113F-HRTimeline
Founders Capital Management16$544<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC6$210<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.