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Disclosery

PSCE INVESCO EXCH TRADED FD TR II

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S&P SM EN ET NEW (fund)

38 managers (38 13F filers) reported a position in PSCE shares at 2025-06-30, 517,734 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
7
Reduced
19
Sold out
8
Shares held by filers
517,734

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC82,954$3.22M<0.01%-3113F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.77,655$3.02M0.13%+3,49013F-HRTimeline
GENDELL JEFFREY Lin group GENDELL JEFFREY L74,869$2.91M0.08%-4,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG46,030$1.79M<0.01%-26,97813F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC33,592$1.31M0.71%-1,53313F-HRTimeline
LPL Financial LLC24,805$964K<0.01%+4,08713F-HRTimeline
Moloney Securities Asset Management, LLC24,174$939K0.12%-49413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,406$910K<0.01%-1,64813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,994$816K<0.01%-5,06913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL19,491$757K<0.01%-49813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,536$643K<0.01%-7,74513F-HRTimelineGroup
HighTower Advisors, LLC11,421$444K<0.01%-1,04013F-HRTimeline
JBR Co Financial Management Inc10,173$395K0.2%-34613F-HRTimeline
Deuterium Capital Management, LLC9,000$350K0.66%013F-HRTimeline
Financial Advocates Investment Manageme…7,796$303K0.02%-3113F-HRTimeline
Belpointe Asset Management LLC7,291$283K0.01%-69613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,036$273K<0.01%-93113F-HRTimelineGroup
Arkadios Wealth Advisors5,791$225K0.01%-2713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,742$223K<0.01%+1,83913F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,786$147K<0.01%new13F-HRTimelineGroup
Kessler Investment Group, LLC1,900$73.9K0.03%+22713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…654$25.4K<0.01%+2913F-HRTimelineGroup
Copia Wealth Management572$22.2K0.02%-7313F-HRTimeline
Kiker Wealth Management, LLC422$16.4K0.01%new13F-HRTimeline
MGB Wealth Management, LLC403$15.6K0.01%+313F-HRTimeline
HighMark Wealth Management LLC340$13.2K0.01%013F-HRTimeline
IFP Advisors, Inc300$11.7K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC175$7K<0.01%013F-HRTimeline
MTM Investment Management, LLC120$4.66K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$3.89K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…89$3.46K<0.01%-15,68313F-HRTimelineGroup
Global Retirement Partners, LLC83$3.21K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.21$816<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10$389<0.01%-513F-HRTimelineGroup
FMR LLCin group FMR LLC1$39<0.01%-5013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$39<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$29<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.