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Disclosery

PSL INVESCO EXCHANGE TRADED FD T

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S&P500 EX-RATE (fund)

59 managers (59 13F filers) reported a position in PSL shares at 2026-06-30, 315,107 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
8
Added
16
Reduced
15
Sold out
7
Shares held by filers
315,107

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY42,423$4.75M<0.01%+11,08213F-HRTimelineGroup
LPL Financial LLC35,954$4.03M<0.01%+4,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,346$3.29M<0.01%-54413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,836$2.56M<0.01%-44713F-HRTimeline
Cetera Investment Advisers20,135$2.26M<0.01%-23113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,704$1.65M<0.01%+6,12013F-HRTimelineGroup
Maltin Wealth Management, Inc.14,384$1.61M0.54%+1,17913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,847$1.44M<0.01%+1,18313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,048$1.01M<0.01%-33913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,832$989K0.02%+6,44113F-HRTimelineGroup
WealthBridge Capital Management, LLC8,071$904K0.18%013F-HRTimeline
Cambridge Investment Research Advisors,…7,872$882K<0.01%-11113F-HR/ATimeline
UBS Group AGin group UBS Group AG7,348$823K<0.01%-85413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,040$676K0.01%-3713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,949$670K<0.01%+39413F-HRTimelineGroup
Farther Finance Advisors, LLC5,981$670K0.01%+55813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,032$564K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,800$538K<0.01%+27913F-HRTimeline
Geneos Wealth Management Inc.4,744$531K0.01%+2,37213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,268$366K<0.01%-2513F-HRTimelineGroup
Sigma Planning Corp3,182$356K0.01%-413F-HRTimeline
Pacific Sun Financial Corp3,173$355K0.15%-10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,910$326K<0.01%-36813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,904$325K<0.01%+113F-HRTimelineGroup
Envision Financial Transparency, LLC4,927$266K0.23%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,336$262K<0.01%013F-HRTimelineGroup
Independent Wealth Advisors LLC2,306$258K0.23%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,226$249K<0.01%-1013F-HRTimelineGroup
Janney Montgomery Scott LLC2,128$238K<0.01%+1013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,039$228K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC2,022$226K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,017$226K<0.01%-41613F-HRTimelineGroup
FLOW TRADERS U.S. LLC1,898$213K0.01%new13F-HRTimeline
Selective Wealth Management, Inc.1,848$211K0.06%+113F-HRTimeline
Steward Partners Investment Advisory, L…1,600$179K<0.01%013F-HRTimeline
JNBA Financial Advisors1,558$174K0.01%-4213F-HRTimeline
FMR LLCin group FMR LLC1,274$143K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC788$88.3K<0.01%13F-HRTimeline
Manchester Capital Management LLC600$67.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$65K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…575$64.4K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC493$55K<0.01%-19213F-HRTimelineGroup
Rossby Financial, LCC356$39.9K0.01%013F-HRTimeline
10Elms LLP311$34.8K0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC268$30K<0.01%13F-HRTimeline
Capital Investment Counsel, Inc200$22.4K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…183$20.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC150$16.8K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.129$14.4K0.01%013F-HRTimeline
Key Financial Inc110$12.3K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…104$11.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.98$11K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL37$4.14K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd34$3.81K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33$3.74K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA29$3.25K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…28$3.14K<0.01%013F-HRTimeline
NewEdge Advisors, LLC25$2.83K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14$1.57K<0.01%new13F-HRTimelineGroup