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Disclosery

PSCH INVESCO EXCH TRADED FD TR II

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S&P SMLCP HELT (fund)

74 managers (74 13F filers) reported a position in PSCH shares at 2026-06-30, 669,159 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
74
13F filers
74
New
14
Added
18
Reduced
17
Sold out
9
Shares held by filers
669,159

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,354$4.26M<0.01%+36,74413F-HRTimelineGroup
IHT Wealth Management, LLC60,120$3.15M0.07%-4,32213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49,245$2.58M<0.01%+4,25613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,607$2.55M<0.01%+7,27813F-HRTimelineGroup
LPL Financial LLC45,601$2.39M<0.01%+4,95713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …27,403$1.44M0.17%+17413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,746$1.35M<0.01%-2,38413F-HRTimelineGroup
Beacon Pointe Advisors, LLC24,626$1.29M0.01%+19,21713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,800$1.14M<0.01%+7,91413F-HRTimelineGroup
Montecito Bank & Trust21,207$1.11M0.17%-77413F-HRTimeline
UBS Group AGin group UBS Group AG20,891$1.09M<0.01%-1,38613F-HRTimelineGroup
McGuire Investment Group, LLC15,281$800K0.07%+21113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,089$685K<0.01%+18213F-HRTimelineGroup
Pacific Sun Financial Corp13,070$684K0.28%-10,22313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,440$651K<0.01%-1,75713F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC11,416$598K0.15%+61313F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.10,003$524K0.04%-22,32813F-HRTimeline
Gladstone Institutional Advisory LLC9,862$516K0.02%+1,28413F-HRTimeline
Cordoba Advisory Partners LLC9,514$498K0.11%-16213F-HRTimeline
Cascade Financial Partners, LLC9,441$494K0.04%-1,24913F-HRTimeline
Cetera Investment Advisers8,908$466K<0.01%-1,54513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,956$417K<0.01%+3,49813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,593$398K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.7,548$395K0.02%new13F-HRTimeline
Somerset Trust Co7,534$395K0.11%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$393K0.09%013F-HRTimelineGroup
Chicago Partners Investment Group LLC7,007$371K0.01%+40013F-HRTimeline
NTV Asset Management LLC6,700$351K0.03%-75013F-HRTimeline
NewEdge Advisors, LLC3,714$343K<0.01%+3,31413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,294$330K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,803$304K<0.01%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC5,480$287K<0.01%+2913F-HRTimeline
HighTower Advisors, LLC5,346$280K<0.01%+7613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,793$251K<0.01%-34,00313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,411$231K<0.01%-2,38813F-HRTimelineGroup
Creative Planningin group Creative Planning4,197$220K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,999$209K0.01%new13F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP3,985$209K0.01%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,909$205K0.04%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,825$200K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,211$169K<0.01%+11613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,113$163K<0.01%-43813F-HRTimeline
Steward Partners Investment Advisory, L…2,772$145K<0.01%013F-HRTimeline
Register Financial Advisors LLC2,052$107K0.03%013F-HRTimeline
Wiser Advisor Group LLC1,818$95.2K0.1%013F-HRTimeline
FMR LLCin group FMR LLC1,056$55.3K<0.01%+1413F-HRTimelineGroup
Global Retirement Partners, LLC915$47.9K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…848$44.4K<0.01%-29,11213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO725$37.9K<0.01%-4,46313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC676$35.4K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …605$32.4K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…600$31.4K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.582$30.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC400$20.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC396$20.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…270$14.1K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.240$12.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.240$12.6K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC198$10.4K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$9.78K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…151$7.88K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC147$7.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141$7.38K<0.01%013F-HRTimelineGroup
Key Financial Inc141$7.38K<0.01%013F-HRTimeline
GAMMA Investing LLC120$6.28K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd89$4.66K<0.01%-3713F-HRTimeline
NFSG Corp57$3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48$2.54K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC39$2.04K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.33$1.73K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC29$1.52K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.1K<0.01%013F-HRTimeline
Copeland Capital Management, LLC12$628<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9$460<0.01%new13F-HRTimelineGroup