Skip to content
Disclosery

PSCT INVESCO EXCH TRADED FD TR II

Follow

S&P SMLCP INFO (fund)

93 managers (93 13F filers) reported a position in PSCT shares at 2025-03-31, 1,963,909 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
93
13F filers
93
New
12
Added
15
Reduced
30
Sold out
13
Shares held by filers
1,963,909

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/296,283$11.9M<0.01%-55,49113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY241,508$9.68M<0.01%-4,79913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC164,094$6.58M<0.01%-55,21013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,319$3.9M<0.01%-8,42513F-HRTimelineGroup
Narus Financial Partners, LLC96,975$3.89M1.32%+7,27713F-HRTimeline
LPL Financial LLC96,653$3.87M<0.01%-6,25413F-HRTimeline
Texas Yale Capital Corp.94,676$3.79M0.16%+17,95613F-HRTimeline
Atria Investments, Inc59,178$2.37M0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,227$2.29M<0.01%+31,11313F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC53,227$2.13M0.96%-32513F-HRTimeline
UBS Group AGin group UBS Group AG52,338$2.1M<0.01%-9,02413F-HRTimelineGroup
FLOW TRADERS U.S. LLC50,300$2.02M0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,743$1.39M<0.01%-8613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,969$1.24M<0.01%-4,92913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.25,767$1.03M0.01%-2,50013F-HRTimeline
SPINNAKER TRUST25,300$1.01M0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,324$975K<0.01%+5,55213F-HR/ATimelineGroup
Pacific Sun Financial Corp22,399$898K0.51%-12013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,042$843K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,636$827K<0.01%-1,79913F-HRTimelineGroup
Baltimore-Washington Financial Advisors…20,569$824K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,768$752K<0.01%-52,63013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,782$713K0.02%+14,78213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,351$655K<0.01%-6,76313F-HRTimelineGroup
Cascade Financial Partners, LLC15,586$625K0.08%-3,72513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,255$611K0.02%-9,46313F-HRTimelineGroup
JBR Co Financial Management Inc14,887$597K0.35%-52513F-HRTimeline
Somerset Trust Co13,443$539K0.19%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,368$536K0.04%013F-HRTimeline
Creative Planningin group Creative Planning13,149$527K<0.01%+28713F-HRTimelineGroup
McGuire Investment Group, LLC12,607$505K0.08%-55613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,385$496K0.01%+15713F-HRTimelineGroup
OneDigital Investment Advisors LLC12,269$492K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…11,786$472K<0.01%-6013F-HRTimeline
IMC-Chicago, LLC11,401$457K0.02%new13F-HRTimeline
MGB Wealth Management, LLC11,102$445K0.16%013F-HRTimeline
Cresset Asset Management, LLC10,457$419K<0.01%-1,19913F-HRTimeline
MML INVESTORS SERVICES, LLC10,316$413K<0.01%-6,37613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,700$349K<0.01%+58113F-HRTimelineGroup
Gladstone Institutional Advisory LLC7,501$301K0.01%-1,18013F-HRTimeline
Cassaday & Co Wealth Management LLC7,500$301K0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,441$298K0.02%new13F-HRTimelineGroup
Eagle Strategies LLC7,263$291K0.05%+1,76613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,610$265K<0.01%-2,59113F-HRTimeline
Cetera Investment Advisers6,611$265K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC6,128$247K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,167$247K<0.01%-42613F-HRTimeline
Ashton Thomas Private Wealth, LLC6,000$240K0.01%-7513F-HRTimeline
COMERICA BANK5,685$228K<0.01%+3,30013F-HRTimeline
Beacon Pointe Advisors, LLC5,453$219K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.5,318$213K0.12%013F-HRTimeline
Wharton Business Group, LLC5,230$210K0.01%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,855$207K0.11%+5113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,159$207K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,239$170K<0.01%013F-HRTimelineGroup
Kessler Investment Group, LLC3,473$139K0.07%-8613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,149$126K<0.01%-62813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,612$105K<0.01%+1,07813F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,548$102K<0.01%-49913F-HRTimelineGroup
MAI Capital Management2,184$87.5K<0.01%-68713F-HRTimeline
Geneos Wealth Management Inc.2,163$86.7K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,305$62.3K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,450$58.1K0.03%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,170$46.9K0.01%013F-HRTimeline
CVA Family Office, LLC1,105$44.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…950$38.1K0.01%+813F-HRTimeline
Addison Advisors LLC876$35.1K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB780$31.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC755$30.3K0.01%013F-HRTimeline
Biltmore Family Office, LLC735$29.5K0.01%013F-HRTimeline
Whipplewood Advisors, LLC10,495$24K0.02%+9,89513F-HRTimeline
IFP Advisors, Inc557$22.3K<0.01%-67,93513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$20K<0.01%013F-HRTimelineGroup
MCF Advisors LLC468$18.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC450$18K<0.01%013F-HRTimeline
NewEdge Advisors, LLC363$14.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.300$12K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.273$10.9K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC246$9.86K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC225$9.02K<0.01%+5013F-HRTimeline
Key Financial Inc219$8.78K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC180$8.59K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.200$8K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.177$7.09K<0.01%013F-HRTimeline
Glassman Wealth Services150$6.01K<0.01%013F-HRTimeline
GAMMA Investing LLC129$5.17K<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/120$4.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP108$4.2K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC72$2.89K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd57$2.29K<0.01%013F-HRTimeline
AE Wealth Management LLC54$2.16K<0.01%013F-HRTimeline
CoreCap Advisors, LLC12$481<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.