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Disclosery

PSCT INVESCO EXCH TRADED FD TR II

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S&P SMLCP INFO (fund)

86 managers (87 13F filers) reported a position in PSCT shares at 2025-06-30, 1,774,318 shares in all. 7 filers opened a position and 14 filers sold out during the quarter.

Managers
86
13F filers
87
New
7
Added
23
Reduced
25
Sold out
14
Shares held by filers
1,774,318

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/296,993$13.7M<0.01%+71013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY214,660$9.93M<0.01%-26,84813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC151,263$6.99M<0.01%-12,83113F-HRTimelineGroup
Texas Yale Capital Corp.92,086$4.26M0.14%-2,59013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN91,857$4.25M<0.01%-5,46213F-HRTimelineGroup
Narus Financial Partners, LLC67,988$3.14M0.98%-28,98713F-HRTimeline
LPL Financial LLC66,190$3.06M<0.01%-30,46313F-HRTimeline
UBS Group AGin group UBS Group AG65,240$3.02M<0.01%+12,90213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,035$2.41M<0.01%-5,19213F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC51,604$2.39M1.03%-1,62313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,247$2.32M<0.01%+25,92313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,761$1.61M<0.01%+1813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,659$1.56M<0.01%+14,89113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.29,043$1.34M0.01%+3,27613F-HRTimeline
Atria Investments, Inc28,320$1.31M0.02%-30,85813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding27,878$1.29M+12,623Timeline
SPINNAKER TRUST25,300$1.17M0.07%013F-HRTimeline
Pacific Sun Financial Corp22,119$1.02M0.53%-28013F-HRTimeline
Mariner, LLCin group Mariner, LLC20,707$957K<0.01%+7113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…20,569$951K0.04%013F-HRTimeline
ICON ADVISERS INC/CO18,000$832K0.19%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,657$770K<0.01%+30613F-HRTimelineGroup
JBR Co Financial Management Inc14,623$676K0.33%-26413F-HRTimeline
Cascade Financial Partners, LLC14,359$664K0.08%-1,22713F-HRTimeline
Somerset Trust Co13,443$622K0.2%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,368$618K0.04%013F-HRTimeline
McGuire Investment Group, LLC12,826$593K0.08%+21913F-HRTimeline
Creative Planningin group Creative Planning12,718$588K<0.01%-43113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,567$581K<0.01%-18,40213F-HRTimelineGroup
OneDigital Investment Advisors LLC12,270$567K0.01%+113F-HRTimeline
Cambridge Investment Research Advisors,…12,016$556K<0.01%+23013F-HRTimeline
MGB Wealth Management, LLC11,602$536K0.18%+50013F-HRTimeline
IMC-Chicago, LLC11,401$527K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,515$486K0.01%-1,87013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,981$415K<0.01%+28113F-HR/ATimelineGroup
Eagle Strategies LLC7,735$358K0.05%+47213F-HRTimeline
Cresset Asset Management, LLC7,518$348K<0.01%-2,93913F-HR/ATimeline
Jaffetilchin Investment Partners, LLC6,800$314K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,724$311K<0.01%-3,59213F-HRTimeline
Cetera Investment Advisers6,587$305K<0.01%-2413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,554$303K<0.01%-5613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,417$295K0.14%+56213F-HRTimeline
Chicago Partners Investment Group LLC6,128$288K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,167$285K<0.01%013F-HRTimeline
COMERICA BANK5,518$255K<0.01%-16713F-HRTimeline
Beacon Pointe Advisors, LLC5,454$252K<0.01%+113F-HRTimeline
Yoder Wealth Management, Inc.5,418$251K0.13%+10013F-HRTimeline
Gladstone Institutional Advisory LLC5,383$249K0.01%-2,11813F-HRTimeline
Wharton Business Group, LLC5,230$226K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,524$209K0.01%-2,91713F-HRTimelineGroup
OLD MISSION CAPITAL LLC4,471$207K0.01%new13F-HRTimeline
Harbour Capital Advisors, LLC4,295$203K0.04%new13F-HRTimeline
Kessler Investment Group, LLC3,609$167K0.07%+13613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,462$159K<0.01%+85013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,150$146K0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC3,124$144K<0.01%+57613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,084$143K<0.01%-14,69813F-HRTimelineGroup
Global Retirement Partners, LLC2,850$132K<0.01%13F-HRTimeline
MAI Capital Management2,184$101K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,450$67K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,305$60.3K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,170$54.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…981$45.4K0.01%+3113F-HRTimeline
Addison Advisors LLC876$40.5K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB780$36.1K<0.01%013F-HRTimeline
CVA Family Office, LLC750$34.7K<0.01%-35513F-HRTimeline
Biltmore Family Office, LLC735$34K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…649$30K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.600$27.7K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC600$27.7K0.02%-9,89513F-HRTimeline
IFP Advisors, Inc557$25.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$23K<0.01%013F-HRTimelineGroup
MCF Advisors LLC468$21.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC450$20.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC363$16.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.300$13.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.273$13K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC246$11.4K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC225$10.4K<0.01%013F-HRTimeline
Key Financial Inc219$10.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC180$8.32K<0.01%013F-HRTimelineGroup
Glassman Wealth Services150$6.94K<0.01%013F-HRTimeline
GAMMA Investing LLC129$5.96K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd57$2.64K<0.01%013F-HRTimeline
AE Wealth Management LLC54$2.5K<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.