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Disclosery

PSCH INVESCO EXCH TRADED FD TR II

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S&P SMLCP HELT (fund)

66 managers (66 13F filers) reported a position in PSCH shares at 2025-06-30, 682,475 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
66
13F filers
66
New
5
Added
8
Reduced
25
Sold out
9
Shares held by filers
682,475

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
MORGAN STANLEYin group MORGAN STANLEY59,580$2.39M<0.01%-24,48213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,033$2.33M<0.01%-11,67713F-HRTimelineGroup
LPL Financial LLC53,334$2.14M<0.01%-31713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC51,056$2.05M0.53%-1,72013F-HRTimelineGroup
Pacific Sun Financial Corp45,842$1.84M0.96%-2,84413F-HRTimeline
UBS Group AGin group UBS Group AG36,950$1.48M<0.01%+4,72413F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC27,773$1.11M0.06%-8,65513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,826$995K<0.01%+3713F-HRTimelineGroup
MGB Wealth Management, LLC24,775$993K0.33%013F-HRTimeline
IHT Wealth Management, LLC24,569$984K0.03%+10,31513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,714$951K<0.01%-95213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,084$925K<0.01%-14,10713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,241$771K<0.01%+12,50113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,382$697K<0.01%+5113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,755$591K<0.01%-1,95113F-HRTimelineGroup
McGuire Investment Group, LLC14,670$588K0.08%-2,62713F-HRTimeline
Cascade Financial Partners, LLC14,409$577K0.07%-15113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,871$556K0.01%-7,37813F-HRTimelineGroup
Cetera Investment Advisers10,216$409K<0.01%-1,31913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,766$391K<0.01%-83913F-HRTimeline
Mission Hills Financial Advisory, LLC9,162$367K0.23%-1913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,194$328K<0.01%013F-HRTimelineGroup
Somerset Trust Co7,797$312K0.1%013F-HRTimeline
FLOW TRADERS U.S. LLC7,797$312K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC7,898$312K0.01%-4,10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,571$304K<0.01%-4,53213F-HRTimelineGroup
NTV Asset Management LLC7,575$304K0.04%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$301K0.07%013F-HRTimelineGroup
Sava Infond d.o.o.6,100$244K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,521$221K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,409$217K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,368$215K<0.01%-1,29913F-HR/ATimelineGroup
HighTower Advisors, LLC5,086$204K<0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…2,944$118K<0.01%013F-HRTimeline
Kessler Investment Group, LLC2,793$112K0.05%+4013F-HRTimeline
MAI Capital Management2,475$99.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,083$83.5K<0.01%-52913F-HRTimelineGroup
DAGCO, INC.1,950$78.1K0.02%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,140$45.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,045$41.9K<0.01%-90313F-HRTimelineGroup
Global Retirement Partners, LLC915$36.7K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…783$31.4K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…778$31.2K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC721$28.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC646$26K<0.01%-10013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC600$24K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…600$24K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.582$23.3K0.01%013F-HRTimeline
Qube Research & Technologies Ltd579$23.2K<0.01%013F-HRTimeline
Addison Advisors LLC567$22.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC396$15.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$15.1K<0.01%013F-HRTimeline
Aspect Partners, LLC375$15K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.240$9.62K<0.01%-18613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$7.48K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…150$6.03K<0.01%013F-HRTimeline
New Millennium Group LLC148$5.93K<0.01%-15213F-HRTimeline
Key Financial Inc141$5.65K<0.01%013F-HRTimeline
GAMMA Investing LLC120$4.81K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\99$3.97K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60$2.4K<0.01%-98713F-HRTimelineGroup
NFSG Corp57$2.29K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC45$1.81K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC39$1.57K<0.01%013F-HRTimeline
Transce3nd, LLC17$681<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.