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Disclosery

PSCH INVESCO EXCH TRADED FD TR II

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S&P SMLCP HELT (fund)

70 managers (71 13F filers) reported a position in PSCH shares at 2026-03-31, 720,743 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
71
New
9
Added
10
Reduced
21
Sold out
7
Shares held by filers
720,743

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
IHT Wealth Management, LLC64,442$2.65M0.06%+42,79413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,989$1.85M<0.01%-31,42713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,610$1.84M<0.01%-24,44213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,329$1.7M<0.01%-1,91213F-HR/ATimelineGroup
LPL Financial LLC40,644$1.67M<0.01%-12,98113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,796$1.6M<0.01%+32,43713F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.32,331$1.33M0.11%-6,06513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,960$1.23M0.03%+15,51313F-HRTimelineGroup
FLOW TRADERS U.S. LLC28,838$1.19M0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,130$1.16M<0.01%-1,25113F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …27,229$1.12M0.15%new13F-HRTimeline
Pacific Sun Financial Corp23,293$958K0.46%-5,41113F-HRTimeline
UBS Group AGin group UBS Group AG22,277$917K<0.01%-2,09313F-HRTimelineGroup
Montecito Bank & Trust21,981$904K0.15%013F-HRTimeline
McGuire Investment Group, LLC15,070$620K0.07%+55813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,197$584K<0.01%+82913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,886$571K<0.01%+1,54813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,907$530K<0.01%-1,28513F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC11,641$479K0.02%new13F-HRTimelineGroup
Cascade Financial Partners, LLC10,690$440K0.05%-15013F-HRTimeline
Cetera Investment Advisers10,453$430K<0.01%-69613F-HRTimeline
Cordoba Advisory Partners LLC9,676$395K0.11%013F-HRTimeline
Gladstone Institutional Advisory LLC8,578$353K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,956$327K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,593$312K<0.01%013F-HRTimelineGroup
Somerset Trust Co7,534$310K0.1%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…7,500$309K0.07%013F-HRTimelineGroup
NTV Asset Management LLC7,450$307K0.03%-12513F-HRTimeline
Chicago Partners Investment Group LLC6,607$293K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,799$280K<0.01%+1613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,451$224K<0.01%-26013F-HRTimeline
Beacon Pointe Advisors, LLC5,409$223K<0.01%013F-HRTimeline
HighTower Advisors, LLC5,270$217K<0.01%-113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,188$203K<0.01%+5,13813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,458$183K<0.01%-1,91813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,551$146K<0.01%-16013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,095$121K<0.01%-93513F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,772$114K<0.01%013F-HRTimeline
MAI Capital Management2,565$106K<0.01%013F-HRTimeline
Register Financial Advisors LLC2,052$84.4K0.03%+21013F-HRTimeline
DAGCO, INC.1,950$80.2K0.02%013F-HRTimeline
Wiser Advisor Group LLC1,818$74.8K0.09%013F-HRTimeline
FMR LLCin group FMR LLC1,042$42.9K<0.01%-18813F-HRTimelineGroup
SIMPLEX TRADING, LLC699$28.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC676$27.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC646$26.6K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…600$24.7K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.582$23.9K0.01%013F-HRTimeline
Addison Advisors LLC567$23.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC400$16.5K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC396$16.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.324$13.3K<0.01%+30013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…270$11.1K<0.01%-45013F-HRTimelineGroup
SOA Wealth Advisors, LLC.240$9.88K<0.01%013F-HRTimeline
Rossby Financial, LCC201$8.29K<0.01%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC198$8.15K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management187$7.68K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…151$6.19K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC147$6.05K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141$5.8K<0.01%013F-HRTimelineGroup
Key Financial Inc141$5.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd126$5.18K<0.01%-2513F-HRTimeline
Advisory Services Network, LLC120$4.94K<0.01%new13F-HRTimeline
GAMMA Investing LLC120$4.94K<0.01%013F-HRTimeline
NFSG Corp57$2.35K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48$1.98K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC39$1.61K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.33$1.36K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$864<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline