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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

91 managers (92 13F filers) reported a position in PSP shares at 2024-12-31, 2,599,908 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
91
13F filers
92
New
13
Added
27
Reduced
24
Sold out
10
Shares held by filers
2,599,908

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Beacon Capital Management, Inc.291,421$19.5M0.84%-9,09713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY266,303$17.8M<0.01%+117,96613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding259,675$17.3M+13Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/240,255$16M<0.01%+17,92513F-HRTimelineGroup
LPL Financial LLC226,352$15.1M0.01%+69,85713F-HRTimeline
Endowment Wealth Management, Inc.198,984$13.3M8.93%+5,13413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…125,257$8.36M0.08%-4,69413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124,918$8.34M<0.01%+95513F-HRTimelineGroup
Aletheian Wealth Advisors LLC108,697$7.26M4.29%-74013F-HRTimeline
Cetera Investment Advisers80,251$5.36M0.01%-6,13213F-HRTimeline
Traction Financial Partners, LLC53,884$3.6M2.8%+2,03913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,791$2.72M0.07%+2,14613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,778$2.59M<0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC30,346$2.03M0.01%+38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,500$1.84M<0.01%-5,15313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED26,507$1.77M0.16%+48813F-HRTimeline
Atria Investments, Inc25,166$1.68M0.02%+41713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,764$1.65M<0.01%+4,30813F-HR/ATimelineGroup
NTV Asset Management LLC23,905$1.6M0.21%+1,19713F-HRTimeline
Legacy Capital Wealth Partners, LLC22,050$1.47M0.36%+18913F-HRTimeline
Cambridge Investment Research Advisors,…20,422$1.36M<0.01%+7613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,610$1.18M0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC17,466$1.17M0.05%-4,87113F-HRTimeline
NewEdge Advisors, LLC15,916$1.06M0.01%+11,39413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,870$1.06M<0.01%-15,90213F-HRTimelineGroup
Global Retirement Partners, LLC15,214$1.02M0.03%-69213F-HRTimeline
UBS Group AGin group UBS Group AG15,005$1M<0.01%-5,84313F-HRTimelineGroup
Bleakley Financial Group, LLC14,449$965K0.03%-1,82113F-HRTimeline
LFA - Lugano Financial Advisors SA14,224$950K0.62%-1,10813F-HRTimeline
Atria Wealth Solutions, Inc.13,710$915K0.01%+1,23813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,292$887K0.24%+2,99513F-HRTimeline
Darwin Wealth Management, LLC13,112$876K0.29%-3,08513F-HR/ATimeline
Schechter Investment Advisors, LLC12,407$828K0.06%+2,64513F-HRTimeline
Cynosure Group, LLC11,825$790K0.12%+3,99213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,481$767K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,740$717K0.08%new13F-HRTimeline
SignalPoint Asset Management, LLC10,483$700K0.17%-44813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,890$660K<0.01%+81413F-HRTimelineGroup
Betterment LLC8,857$591K<0.01%-30413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,323$556K<0.01%-49813F-HRTimelineGroup
Private Advisor Group, LLC6,487$433K<0.01%-31813F-HRTimeline
BRIGHTON JONES LLC6,000$401K0.01%new13F-HR/ATimeline
Joseph P. Lucia & Associates, LLC5,771$385K0.17%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,645$377K0.01%-20413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,437$363K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,375$359K<0.01%-4,74513F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO5,000$334K0.08%+48513F-HRTimeline
CoreCap Advisors, LLC4,952$331K0.02%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,543$303K0.03%-48513F-HRTimeline
Comprehensive Money Management Services…4,355$291K0.24%13F-HRTimeline
Janney Montgomery Scott LLC4,014$268K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC3,749$250K0.1%13F-HRTimeline
Tranquilli Financial Advisor LLC3,707$248K0.16%+713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,575$239K0.01%new13F-HRTimelineGroup
Warther Private Wealth, LLC3,480$232K0.08%013F-HRTimeline
Perigon Wealth Management, LLC3,376$231K0.01%new13F-HRTimeline
Larson Financial Group LLC3,329$222K0.01%+5913F-HRTimeline
Compound Planning, Inc.3,164$211K0.01%-3,77413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC3,042$203K0.04%new13F-HRTimeline
Cape Investment Advisory, Inc.1,619$108K0.04%-3713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,200$80.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC800$53.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$51.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…655$43.7K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC638$42.6K<0.01%013F-HR/ATimeline
Cornerstone Planning Group LLC375$26.4K0.01%+613F-HRTimeline
PRIVATE TRUST CO NA392$26.2K<0.01%013F-HRTimeline
AE Wealth Management LLC379$25.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC359$24K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC332$22.2K0.01%-14513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO255$17.1K<0.01%+3713F-HRTimelineGroup
FMR LLCin group FMR LLC234$15.6K<0.01%+5613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC145$9.68K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117$7.81K<0.01%013F-HRTimelineGroup
Caitlin John, LLC90$6.01K<0.01%013F-HRTimeline
MAI Capital Management70$4.67K<0.01%new13F-HRTimeline
Denver PWM, LLC63$4.21K<0.01%-8613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.01K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.57$3.81K<0.01%new13F-HRTimeline
Parallel Advisors, LLC45$3.01K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.67K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC37$2.47K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC20$1.33K<0.01%13F-HRTimeline
Sound Income Strategies, LLC17$1.14K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…12$801<0.01%013F-HRTimeline
Painted Porch Advisors LLC10$668<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8$534<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.6$401<0.01%13F-HRTimeline
Davis Capital Management2$149<0.01%013F-HRTimeline
COMERICA BANK0$13<0.01%013F-HR/ATimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.