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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 2025-09-30, 316,722 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
58
13F filers
58
New
6
Added
16
Reduced
15
Sold out
4
Shares held by filers
316,722

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC42,945$4.72M<0.01%-57,30813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,968$3.29M<0.01%-20,96213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…29,793$3.27M0.01%+26913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,704$3.27M<0.01%-16713F-HR/ATimelineGroup
Cetera Investment Advisers23,844$2.62M<0.01%+4,08513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,729$2.28M<0.01%+1,22213F-HRTimeline
UBS Group AGin group UBS Group AG13,273$1.46M<0.01%+3,28513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,021$992K<0.01%-24313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,684$955K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,543$939K0.02%+4,15413F-HRTimeline
WealthBridge Capital Management, LLC8,321$915K0.21%013F-HRTimeline
Maltin Wealth Management, Inc.6,349$698K0.29%+8713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,500$605K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC5,358$589K0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,182$570K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,107$561K<0.01%+1,01513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,642$515K<0.01%-64113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,320$475K<0.01%+2,08713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,313$474K<0.01%-65013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,207$462K0.01%+3,50613F-HRTimelineGroup
Pacific Sun Financial Corp4,101$451K0.22%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,783$416K<0.01%-18013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,404$374K<0.01%+3913F-HRTimelineGroup
Sigma Planning Corp3,203$352K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,071$335K<0.01%+1,15713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,930$322K<0.01%-1913F-HRTimelineGroup
Geneos Wealth Management Inc.2,524$277K0.01%013F-HRTimeline
Janney Montgomery Scott LLC2,365$260K<0.01%-58013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,351$258K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors2,154$237K0.02%013F-HRTimeline
Meridian Wealth Management, LLC2,022$222K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,929$212K<0.01%new13F-HRTimelineGroup
Selective Wealth Management, Inc.1,896$207K0.07%+113F-HRTimeline
Steward Partners Investment Advisory, L…1,600$176K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,550$170K<0.01%-72413F-HRTimelineGroup
FMR LLCin group FMR LLC1,212$133K<0.01%+10213F-HRTimelineGroup
MTM Investment Management, LLC899$98.8K0.03%-43013F-HRTimeline
Global Retirement Partners, LLC845$92.8K<0.01%+213F-HRTimeline
Nova Wealth Management, Inc.827$90.9K0.06%-38913F-HRTimeline
Manchester Capital Management LLC600$66K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$63.8K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…572$62.9K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC516$57K<0.01%-5113F-HRTimelineGroup
Rossby Financial, LCC356$38.9K0.01%013F-HRTimeline
MAI Capital Management330$36.3K<0.01%013F-HRTimeline
New Millennium Group LLC281$30.9K0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\228$25.1K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…196$21.5K<0.01%-7913F-HRTimelineGroup
Key Financial Inc110$12K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…103$11.4K<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$11K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$10.8K<0.01%013F-HRTimeline
Advisory Services Network, LLC50$5.5K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL37$4.07K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd33$3.63K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…28$3.08K<0.01%013F-HRTimeline
NewEdge Advisors, LLC25$2.77K<0.01%013F-HRTimeline
Blue Trust, Inc.10$1.1K<0.01%new13F-HRTimeline