Skip to content
Disclosery

PSL INVESCO EXCHANGE TRADED FD T

Follow

S&P500 EX-RATE (fund)

62 managers (62 13F filers) reported a position in PSL shares at 2025-03-31, 335,890 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
62
13F filers
62
New
8
Added
20
Reduced
12
Sold out
2
Shares held by filers
335,890

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
MORGAN STANLEYin group MORGAN STANLEY52,455$5.68M<0.01%-2,92613F-HRTimelineGroup
LPL Financial LLC51,228$5.55M<0.01%+23,84913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,289$3.28M<0.01%+30913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,212$2.19M<0.01%+13113F-HRTimeline
Cetera Investment Advisers20,164$2.19M<0.01%+4,04813F-HRTimeline
IMC-Chicago, LLC14,018$1.52M0.06%-4,24013F-HRTimeline
UBS Group AGin group UBS Group AG10,044$1.09M<0.01%+98813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,997$1.08M<0.01%-55613F-HRTimelineGroup
WealthBridge Capital Management, LLC8,241$893K0.25%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,244$785K0.02%+5,71413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,701$726K<0.01%+76313F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,668$723K<0.01%+75613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,393$693K<0.01%-44,61013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,280$681K<0.01%+2,20613F-HRTimelineGroup
Maltin Wealth Management, Inc.6,255$678K0.32%+2113F-HRTimeline
Farther Finance Advisors, LLC5,358$585K0.01%new13F-HRTimeline
GWN SECURITIES INC.5,293$574K0.03%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,187$562K0.01%-26213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,020$544K<0.01%+113F-HRTimeline
Pacific Sun Financial Corp4,581$496K0.28%-6013F-HRTimeline
J.W. COLE ADVISORS, INC.4,452$483K0.01%+1913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,083$443K<0.01%+77813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,963$429K<0.01%+18013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,600$390K<0.01%+4413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,179$345K0.01%-6213F-HRTimelineGroup
Sigma Planning Corp3,134$340K0.01%+23013F-HRTimeline
Janney Montgomery Scott LLC2,645$287K<0.01%-813F-HRTimeline
Private Advisor Group, LLC2,546$276K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,524$274K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,351$255K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,184$237K<0.01%new13F-HRTimeline
JNBA Financial Advisors2,154$233K0.02%-28013F-HRTimeline
Meridian Wealth Management, LLC2,022$219K0.01%013F-HRTimeline
Selective Wealth Management, Inc.1,893$203K0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,730$185K<0.01%+1,47813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,600$173K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,490$161K<0.01%-213F-HR/ATimelineGroup
MTM Investment Management, LLC1,329$145K0.06%013F-HRTimeline
Nova Wealth Management, Inc.1,106$120K0.1%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…931$101K0.01%-11413F-HRTimelineGroup
FMR LLCin group FMR LLC860$93.2K<0.01%+513F-HRTimelineGroup
Manchester Capital Management LLC600$65K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$62.9K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…569$61.7K0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC567$61K<0.01%-1113F-HRTimelineGroup
Rossby Financial, LCC356$38.3K0.02%new13F-HRTimeline
MAI Capital Management330$35.8K<0.01%013F-HRTimeline
New Millennium Group LLC279$30.3K0.02%013F-HRTimeline
Atala Financial Inc202$21.9K0.02%013F-HRTimeline
Capital Investment Counsel, Inc200$21.7K<0.01%013F-HRTimeline
COMERICA BANK135$14.6K<0.01%013F-HRTimeline
Key Financial Inc110$11.9K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…104$11.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$10.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$10.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…93$10.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…55$5.96K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL37$4.01K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd33$3.58K<0.01%013F-HRTimeline
NewEdge Advisors, LLC32$3.47K<0.01%+2513F-HRTimeline
Park Square Financial Group, LLC6$650<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.