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Disclosery

PSCI INVESCO EXCH TRADED FD TR II

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S&P SMLCP INDL (fund)

57 managers (57 13F filers) reported a position in PSCI shares at 2025-03-31, 945,829 shares in all. 7 filers opened a position and 19 filers sold out during the quarter.

Managers
57
13F filers
57
New
7
Added
9
Reduced
24
Sold out
19
Shares held by filers
945,829

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RiverFront Investment Group, LLC175,413$20.8M0.46%+13,28213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC173,443$20.6M0.01%+1,07013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/153,854$18.3M<0.01%-11,24613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,192$8.46M<0.01%-2,14413F-HRTimelineGroup
UBS Group AGin group UBS Group AG53,340$6.34M<0.01%-46413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.50,465$6M0.09%+48,08113F-HRTimelineGroup
LPL Financial LLC50,363$5.98M<0.01%-1,38413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,448$3.97M<0.01%-56613F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC24,808$2.95M0.1%-2513F-HRTimeline
Janney Montgomery Scott LLC21,424$2.54M0.01%-8413F-HRTimeline
Bogart Wealth, LLC18,289$2.17M0.1%+1,11013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,014$1.66M<0.01%-6,16813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,001$1.19M<0.01%+1,61213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,407$1.12M<0.01%-25013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,520$1.01M<0.01%-13313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,455$1M<0.01%-56613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,754$802K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,389$759K<0.01%+3,96713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,024$716K0.02%-27613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,548$659K<0.01%-1,71213F-HRTimelineGroup
Private Advisor Group, LLC5,267$626K<0.01%-49613F-HRTimeline
MML INVESTORS SERVICES, LLC5,042$599K<0.01%-2,52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,167$495K<0.01%-4513F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,058$482K<0.01%-3,17013F-HRTimeline
MAI Capital Management3,922$466K<0.01%-41,31813F-HRTimeline
Cetera Investment Advisers2,681$319K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,680$318K0.06%-1,17113F-HRTimeline
Koshinski Asset Management, Inc.2,605$309K0.03%013F-HRTimeline
Financial Advocates Investment Manageme…2,100$249K0.02%new13F-HRTimeline
HighTower Advisors, LLC2,054$244K<0.01%-3,23313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,014$239K<0.01%013F-HRTimelineGroup
TFG Advisers LLC1,951$232K0.08%+213F-HRTimeline
Elm3 Financial Group, LLC1,692$201K0.18%-12813F-HRTimeline
PRIVATE TRUST CO NA1,094$130K0.01%+42013F-HRTimeline
COMERICA BANK954$113K<0.01%-3513F-HRTimeline
Kessler Investment Group, LLC584$69.4K0.03%-12313F-HRTimeline
Avion Wealth500$67K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP257$30.6K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC215$25.6K<0.01%-513F-HRTimelineGroup
SIGNATUREFD, LLC145$17.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…128$15.2K<0.01%013F-HRTimeline
Key Financial Inc106$12.6K<0.01%013F-HRTimeline
GAMMA Investing LLC98$11.6K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$8.95K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC55$7K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC48$5.66K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…40$4.75K<0.01%013F-HRTimeline
Copia Wealth Management36$4.28K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24$2.85K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22$2.61K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC21$2.5K<0.01%new13F-HRTimeline
AlphaCore Capital LLC15$1.78K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12$1.43K<0.01%+1013F-HRTimeline
CWM, LLCin group CWM, LLC7$1K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC6$713<0.01%013F-HRTimeline
Allworth Financial LP3$350<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.