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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 2025-06-30, 394,849 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
58
New
1
Added
15
Reduced
19
Sold out
6
Shares held by filers
394,849

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
LPL Financial LLC100,253$11.1M<0.01%+49,02513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,930$5.64M<0.01%-1,52513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,871$3.31M<0.01%-41813F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,524$3.27M0.01%+22,85613F-HRTimeline
Financial Management Professionals, Inc.25,088$2.78M0.31%new13F-HRTimeline
Cetera Investment Advisers19,759$2.19M<0.01%-40513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,507$2.16M<0.01%-70513F-HRTimeline
UBS Group AGin group UBS Group AG9,988$1.11M<0.01%-5613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,264$1.03M<0.01%-73313F-HRTimelineGroup
WealthBridge Capital Management, LLC8,321$921K0.23%+8013F-HRTimeline
Maltin Wealth Management, Inc.6,262$693K0.31%+713F-HRTimeline
Farther Finance Advisors, LLC5,358$593K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,283$583K<0.01%+1,20013F-HR/ATimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,182$574K0.01%-513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,963$549K<0.01%-1,73813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,927$545K<0.01%-9313F-HRTimeline
J.W. COLE ADVISORS, INC.4,389$486K0.01%-6313F-HRTimeline
Pacific Sun Financial Corp4,101$454K0.24%-48013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,092$453K<0.01%-2,30113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,963$439K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,365$372K<0.01%-23513F-HRTimelineGroup
Sigma Planning Corp3,203$355K0.01%+6913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,961$328K<0.01%-3,31913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,949$326K<0.01%-23013F-HRTimelineGroup
Janney Montgomery Scott LLC2,945$326K<0.01%+30013F-HRTimeline
Geneos Wealth Management Inc.2,524$279K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,351$260K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,274$252K<0.01%+78413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC2,233$247K<0.01%+4913F-HRTimeline
JNBA Financial Advisors2,154$238K0.02%013F-HRTimeline
Meridian Wealth Management, LLC2,022$224K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,914$212K<0.01%+18413F-HRTimelineGroup
Selective Wealth Management, Inc.1,895$208K0.08%+213F-HRTimeline
Steward Partners Investment Advisory, L…1,600$177K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,329$147K0.05%013F-HRTimeline
Nova Wealth Management, Inc.1,216$135K0.1%+11013F-HRTimeline
FMR LLCin group FMR LLC1,110$123K<0.01%+25013F-HRTimelineGroup
Global Retirement Partners, LLC843$93.3K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…701$77.6K<0.01%-6,54313F-HRTimelineGroup
Manchester Capital Management LLC600$66.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$64.2K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…571$63.2K0.01%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC567$63K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC356$39.4K0.01%013F-HRTimeline
MAI Capital Management330$36.5K<0.01%013F-HRTimeline
New Millennium Group LLC280$31K0.02%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…275$30.4K<0.01%-65613F-HRTimelineGroup
COMERICA BANK135$14.9K<0.01%013F-HRTimeline
Key Financial Inc110$12.2K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…104$11.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$11.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$10.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL37$4.09K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd33$3.65K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…28$3.1K<0.01%-2713F-HRTimeline
NewEdge Advisors, LLC25$2.78K<0.01%-713F-HRTimeline
Park Square Financial Group, LLC6$664<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.