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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 2025-12-31, 344,706 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
59
13F filers
59
New
6
Added
14
Reduced
23
Sold out
7
Shares held by filers
344,706

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
IMC-Chicago, LLC42,163$4.23M0.07%new13F-HRTimeline
LPL Financial LLC34,662$3.48M<0.01%-8,28313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,049$3.02M<0.01%+34513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY29,274$2.94M<0.01%-69413F-HR/ATimelineGroup
Cetera Investment Advisers23,606$2.37M<0.01%-23813F-HRTimeline
Cambridge Investment Research Advisors,…23,348$2.35M0.01%-6,44513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,072$2.32M<0.01%+2,34313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,533$957K<0.01%+51213F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,616$865K<0.01%-4,65713F-HRTimelineGroup
WealthBridge Capital Management, LLC8,311$835K0.19%-1013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,298$833K<0.01%-38613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,962$800K<0.01%+2,85513F-HR/ATimelineGroup
Maltin Wealth Management, Inc.7,251$728K0.29%+90213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,432$646K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,112$614K0.01%-2,43113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,500$552K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,423$545K0.01%+6513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,132$515K0.01%-5013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,642$466K<0.01%+1,57113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,955$397K<0.01%-36513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,655$367K<0.01%-98713F-HRTimelineGroup
Pacific Sun Financial Corp3,599$361K0.17%-50213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,406$342K0.01%-80113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,293$331K<0.01%-49013F-HRTimelineGroup
Sigma Planning Corp3,190$320K0.01%-1313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,932$294K<0.01%+213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,814$283K<0.01%-59013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,796$281K<0.01%+1,24613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,640$265K<0.01%-1,67313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,511$252K<0.01%+16013F-HRTimelineGroup
Independent Wealth Advisors LLC2,508$252K0.26%13F-HRTimeline
Geneos Wealth Management Inc.2,372$238K0.01%-15213F-HRTimeline
Asset One Wealth Management LLC2,160$238K0.03%13F-HRTimeline
Meridian Wealth Management, LLC2,022$203K0.01%013F-HRTimeline
JNBA Financial Advisors1,657$166K0.01%-49713F-HRTimeline
Steward Partners Investment Advisory, L…1,600$161K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,182$119K<0.01%-3013F-HRTimelineGroup
Sound Income Strategies, LLC934$101K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC786$78.9K<0.01%-5913F-HRTimeline
MAI Capital Management704$70.7K<0.01%+37413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC685$69K<0.01%+16913F-HR/ATimelineGroup
Manchester Capital Management LLC600$60.3K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$58.2K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…573$57.6K<0.01%+113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC437$43.9K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC356$35.8K0.01%013F-HRTimeline
New Millennium Group LLC281$28.2K0.01%013F-HRTimeline
Capital Investment Counsel, Inc200$20.1K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…195$19.6K<0.01%-113F-HRTimelineGroup
Nova Wealth Management, Inc.129$13K0.01%-69813F-HRTimeline
Key Financial Inc110$11K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…104$10.4K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$10K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$9.84K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL37$3.72K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd33$3.31K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33$3.31K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…28$2.81K<0.01%013F-HRTimeline
NewEdge Advisors, LLC25$2.53K<0.01%013F-HRTimeline