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Disclosery

PSCH INVESCO EXCH TRADED FD TR II

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S&P SMLCP HELT (fund)

70 managers (70 13F filers) reported a position in PSCH shares at 2025-09-30, 713,664 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
70
13F filers
70
New
12
Added
9
Reduced
27
Sold out
8
Shares held by filers
713,664

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
G&S Capital LLC73,414$3.05M1.13%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY53,269$2.22M<0.01%-6,31113F-HR/ATimelineGroup
LPL Financial LLC44,982$1.87M<0.01%-8,35213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,586$1.85M<0.01%-13,44713F-HRTimelineGroup
Pacific Sun Financial Corp38,847$1.62M0.78%-6,99513F-HRTimeline
UBS Group AGin group UBS Group AG34,859$1.45M<0.01%-2,09113F-HRTimelineGroup
IHT Wealth Management, LLC31,039$1.29M0.03%+6,47013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC30,962$1.29M0.07%+3,18913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,752$1.2M<0.01%+5,03813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,983$1.08M<0.01%+1,15713F-HR/ATimelineGroup
MGB Wealth Management, LLC24,775$1.03M0.29%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC23,881$994K0.25%-27,17513F-HRTimelineGroup
Montecito Bank & Trust22,233$925K0.14%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,014$749K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,805$740K<0.01%-5,27913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,464$727K<0.01%-1,77713F-HRTimelineGroup
McGuire Investment Group, LLC14,553$605K0.07%-11713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,149$505K0.01%-1,72213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,133$505K<0.01%-5,24913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,879$494K<0.01%-2,87613F-HRTimelineGroup
Cascade Financial Partners, LLC11,689$486K0.06%-2,72013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,200$424K<0.01%+43413F-HRTimeline
Mission Hills Financial Advisory, LLC9,071$377K0.2%-9113F-HRTimeline
Cetera Investment Advisers8,674$361K<0.01%-1,54213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,593$316K<0.01%-60113F-HRTimelineGroup
NTV Asset Management LLC7,575$315K0.03%013F-HRTimeline
Somerset Trust Co7,534$313K0.1%-26313F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$312K0.07%013F-HRTimelineGroup
Chicago Partners Investment Group LLC6,698$286K0.01%-1,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,992$247K<0.01%+62413F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,409$225K<0.01%013F-HRTimeline
HighTower Advisors, LLC5,270$219K<0.01%+18413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,102$212K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,821$201K<0.01%-70013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,701$193K<0.01%-2,87013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,703$154K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,846$118K<0.01%-9813F-HRTimeline
MAI Capital Management2,565$107K<0.01%+9013F-HRTimeline
DAGCO, INC.1,950$81.1K0.02%013F-HRTimeline
Wiser Advisor Group LLC1,818$75.7K0.09%new13F-HRTimeline
Wealthspire Advisors, LLC1,362$56.7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC987$41K<0.01%-5813F-HRTimelineGroup
Global Retirement Partners, LLC915$38.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC721$30K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…720$30K<0.01%-6313F-HRTimelineGroup
CWM, LLCin group CWM, LLC646$27K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC600$25K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…600$25K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…600$25K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.582$24.2K0.01%013F-HRTimeline
Addison Advisors LLC567$23.6K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC396$16.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC376$15.6K<0.01%013F-HRTimeline
Truvestments Capital LLC282$11.7K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…272$11.3K0.02%-50613F-HRTimeline
Qube Research & Technologies Ltd259$10.8K<0.01%-32013F-HRTimeline
SOA Wealth Advisors, LLC.240$9.98K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$7.77K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…151$6.26K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC147$6.12K<0.01%new13F-HRTimeline
Key Financial Inc141$5.93K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141$5.87K<0.01%-1,94213F-HRTimelineGroup
Advisory Services Network, LLC120$4.99K<0.01%new13F-HRTimeline
GAMMA Investing LLC120$4.99K<0.01%013F-HRTimeline
NFSG Corp57$2.38K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$2.08K<0.01%-1013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC45$1.88K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC39$1.63K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.33$1.38K<0.01%new13F-HR/ATimeline
Parkside Financial Bank & Trust18$749<0.01%new13F-HRTimeline