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Disclosery

PSL INVESCO EXCHANGE TRADED FD T

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S&P500 EX-RATE (fund)

56 managers (56 13F filers) reported a position in PSL shares at 2026-03-31, 355,677 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
56
13F filers
56
New
3
Added
10
Reduced
23
Sold out
4
Shares held by filers
355,677

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
IMC-Chicago, LLC72,244$7.84M0.12%+30,08113F-HRTimeline
LPL Financial LLC31,492$3.42M<0.01%-3,17013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31,341$3.4M<0.01%+2,06713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,890$3.24M<0.01%-15913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,283$2.53M<0.01%+21113F-HRTimeline
Cetera Investment Advisers20,366$2.21M<0.01%-3,24013F-HRTimeline
Maltin Wealth Management, Inc.13,205$1.43M0.55%+5,95413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,664$1.27M<0.01%+3,70213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,387$1.02M<0.01%-14613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,584$932K<0.01%+5,94413F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,202$890K<0.01%-41413F-HRTimelineGroup
WealthBridge Capital Management, LLC8,071$876K0.2%-24013F-HRTimeline
Cambridge Investment Research Advisors,…7,983$867K<0.01%-15,36513F-HRTimeline
J.W. COLE ADVISORS, INC.6,077$660K0.02%-3513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,555$598K<0.01%+91313F-HRTimelineGroup
Farther Finance Advisors, LLC5,423$586K0.01%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,032$546K0.01%-10013F-HRTimeline
MML INVESTORS SERVICES, LLC4,521$491K<0.01%+56613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,151$451K<0.01%-4,14713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,466$376K<0.01%-2,96613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,278$356K<0.01%-37713F-HRTimelineGroup
Pacific Sun Financial Corp3,273$355K0.17%-32613F-HRTimeline
Sigma Planning Corp3,186$346K0.01%-413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,293$331K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,903$315K<0.01%-2913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,433$264K<0.01%-38113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,391$260K0.01%-1,01513F-HRTimelineGroup
Geneos Wealth Management Inc.2,372$257K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,336$254K<0.01%-17513F-HRTimelineGroup
Independent Wealth Advisors LLC2,305$250K0.25%-20313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,236$243K<0.01%-56013F-HRTimelineGroup
Janney Montgomery Scott LLC2,118$230K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC2,022$219K0.01%013F-HRTimeline
Selective Wealth Management, Inc.1,847$203K0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,600$174K<0.01%013F-HRTimeline
JNBA Financial Advisors1,600$174K0.01%-5713F-HRTimeline
FMR LLCin group FMR LLC1,274$138K<0.01%+9213F-HRTimelineGroup
Sound Income Strategies, LLC844$91.2K<0.01%-9013F-HRTimeline
MAI Capital Management704$76.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC685$74K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC600$65.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC580$63K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…574$62.3K<0.01%+113F-HRTimeline
Rossby Financial, LCC356$38.5K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…183$19.9K<0.01%-1213F-HRTimelineGroup
Nova Wealth Management, Inc.129$14K0.01%013F-HRTimeline
Key Financial Inc110$11.9K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…104$11.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100$10.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98$10.6K<0.01%013F-HRTimeline
Advisory Services Network, LLC50$5.43K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL37$4.02K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd33$3.58K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33$3.56K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…28$3.04K<0.01%013F-HRTimeline
NewEdge Advisors, LLC25$2.74K<0.01%013F-HR/ATimeline