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Disclosery

PSL INVESCO EXCHANGE TRADED FD T

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S&P500 EX-RATE (fund)

58 managers (58 13F filers) reported a position in PSL shares at 2024-12-31, 335,126 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
58
13F filers
58
New
5
Added
11
Reduced
21
Sold out
2
Shares held by filers
335,126

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY55,381$5.81M<0.01%-6,26213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,003$5.35M<0.01%+21,75713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,980$3.15M<0.01%+11313F-HRTimelineGroup
LPL Financial LLC27,379$2.87M<0.01%+4,85713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,081$2.11M<0.01%-30613F-HRTimeline
IMC-Chicago, LLC18,258$1.92M0.05%+7,79913F-HRTimeline
Cetera Investment Advisers16,116$1.69M<0.01%-22113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,553$1.11M<0.01%+48513F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,056$950K<0.01%+30913F-HRTimelineGroup
WealthBridge Capital Management, LLC8,241$865K0.24%013F-HRTimeline
Maltin Wealth Management, Inc.6,234$654K0.32%-1613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,938$623K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,912$620K<0.01%+6113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,449$572K0.01%-35013F-HRTimeline
SignalPoint Asset Management, LLC5,358$562K0.14%-3113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,019$527K<0.01%-14313F-HRTimeline
Pacific Sun Financial Corp4,641$487K0.27%-18013F-HRTimeline
J.W. COLE ADVISORS, INC.4,433$465K0.02%-42513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,074$428K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,783$397K<0.01%-18013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,556$373K<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,305$347K<0.01%-13513F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,241$340K<0.01%-19913F-HRTimelineGroup
Sigma Planning Corp2,904$305K0.01%-3413F-HRTimeline
Janney Montgomery Scott LLC2,653$278K<0.01%-3513F-HRTimeline
Geneos Wealth Management Inc.2,524$265K0.01%-15013F-HRTimeline
JNBA Financial Advisors2,434$255K0.03%-8213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,351$247K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC2,022$212K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,600$168K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,530$161K<0.01%-2,71613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,492$157K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC1,329$139K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,045$110K0.01%-713F-HRTimelineGroup
Global Retirement Partners, LLC857$89.9K<0.01%+15213F-HRTimeline
FMR LLCin group FMR LLC855$89.8K<0.01%-113F-HRTimelineGroup
Manchester Capital Management LLC600$63K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC578$61K<0.01%-12013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC580$60.8K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…568$59.6K0.01%+113F-HRTimeline
MAI Capital Management330$34.6K<0.01%new13F-HRTimeline
New Millennium Group LLC279$29.3K0.02%+113F-HRTimeline
HOWE & RUSLING INC260$27.3K<0.01%-14113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP252$26.4K<0.01%+18313F-HRTimelineGroup
Atala Financial Inc202$21.2K0.01%13F-HRTimeline
Capital Investment Counsel, Inc200$21K<0.01%013F-HRTimeline
COMERICA BANK135$14.2K<0.01%013F-HR/ATimeline
Strengthening Families & Communities, L…104$11K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$10.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$10.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93$9.76K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…55$5.77K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL37$3.88K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd33$3.46K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22$2.31K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC7$735<0.01%013F-HRTimeline
Park Square Financial Group, LLC6$630<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.