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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 2025-12-31, 773,338 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
70
13F filers
70
New
8
Added
16
Reduced
20
Sold out
10
Shares held by filers
773,338

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY76,416$3.37M<0.01%+23,14713F-HR/ATimelineGroup
G&S Capital LLC73,996$3.26M1.15%+58213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,052$3.04M<0.01%+43,06913F-HRTimelineGroup
LPL Financial LLC53,625$2.36M<0.01%+8,64313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,241$1.9M<0.01%-1,34513F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.38,396$1.69M0.13%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,381$1.29M<0.01%+62913F-HRTimelineGroup
Pacific Sun Financial Corp28,704$1.26M0.61%-10,14313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC24,847$1.09M0.29%+96613F-HRTimelineGroup
MGB Wealth Management, LLC24,774$1.09M0.31%-113F-HRTimeline
UBS Group AGin group UBS Group AG24,370$1.07M<0.01%-10,48913F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC23,792$1.05M0.14%new13F-HRTimeline
Montecito Bank & Trust21,981$968K0.15%-25213F-HRTimeline
IHT Wealth Management, LLC21,648$954K0.02%-9,39113F-HRTimeline
McGuire Investment Group, LLC14,512$639K0.07%-4113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,447$636K0.02%+2,29813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,192$625K<0.01%-3,61313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,368$589K<0.01%+1,23513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,338$544K<0.01%+45913F-HRTimelineGroup
Cetera Investment Advisers11,149$491K<0.01%+2,47513F-HRTimeline
Cascade Financial Partners, LLC10,840$478K0.05%-84913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,110$445K<0.01%-7,35413F-HRTimelineGroup
Cordoba Advisory Partners LLC9,676$428K0.11%13F-HRTimeline
Mission Hills Financial Advisory, LLC8,576$378K0.2%-49513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,593$335K<0.01%013F-HRTimelineGroup
NTV Asset Management LLC7,575$334K0.04%013F-HRTimeline
Somerset Trust Co7,534$332K0.1%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$330K0.08%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,783$299K<0.01%+1,68113F-HRTimelineGroup
Chicago Partners Investment Group LLC6,607$298K0.01%-9113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,376$281K<0.01%+38413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,359$280K<0.01%-11,65513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,711$252K<0.01%-4,48913F-HRTimeline
Beacon Pointe Advisors, LLC5,409$238K<0.01%013F-HRTimeline
HighTower Advisors, LLC5,271$232K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,030$178K<0.01%-67113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,711$163K<0.01%+813F-HRTimeline
Steward Partners Investment Advisory, L…2,772$122K<0.01%-7413F-HRTimeline
MAI Capital Management2,565$113K<0.01%013F-HRTimeline
DAGCO, INC.1,950$85.9K0.02%013F-HRTimeline
Register Financial Advisors LLC1,842$81.2K0.03%new13F-HRTimeline
Wiser Advisor Group LLC1,818$80.1K0.09%013F-HRTimeline
FMR LLCin group FMR LLC1,230$54.2K<0.01%+24313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…881$38.8K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…720$31.7K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC676$29.8K<0.01%+30013F-HRTimeline
CWM, LLCin group CWM, LLC646$28K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…600$26.4K<0.01%013F-HR/ATimelineGroup
Greykasell Wealth Strategies, Inc.582$25.6K0.01%013F-HRTimeline
Addison Advisors LLC567$25K0.01%013F-HRTimeline
NewEdge Advisors, LLC400$17.6K<0.01%-32113F-HRTimeline
Aptus Capital Advisors, LLC396$17.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.240$10.6K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC198$8.72K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$8.22K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd151$6.65K<0.01%-10813F-HRTimeline
Capital Investment Advisory Services, L…151$6.63K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141$6.21K<0.01%013F-HR/ATimelineGroup
Key Financial Inc141$6.21K<0.01%013F-HRTimeline
GAMMA Investing LLC120$5.29K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC114$5.03K<0.01%new13F-HRTimeline
COMERICA BANK87$3.83K<0.01%new13F-HRTimeline
NFSG Corp57$2.52K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$2.2K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48$2.12K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC39$1.72K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.33$1.46K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.24$1.06K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$925<0.01%-25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$44<0.01%-59913F-HRTimelineGroup