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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

92 managers (92 13F filers) reported a position in PSP shares at 2025-03-31, 2,160,376 shares in all. 18 filers opened a position and 18 filers sold out during the quarter.

Managers
92
13F filers
92
New
18
Added
25
Reduced
24
Sold out
18
Shares held by filers
2,160,376

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/268,943$17.2M<0.01%+28,68813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY261,125$16.7M<0.01%-5,17813F-HRTimelineGroup
Endowment Wealth Management, Inc.190,273$12.2M7.84%-8,71113F-HRTimeline
LPL Financial LLC144,728$9.27M<0.01%-81,62413F-HRTimeline
Clark Capital Management Group, Inc.132,464$8.49M0.06%new13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…123,060$7.88M0.08%-2,19713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding112,219$7.19M-147,456Timeline
Aletheian Wealth Advisors LLC111,486$7.14M4.02%+2,78913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,744$6.9M<0.01%-17,17413F-HRTimelineGroup
Cetera Investment Advisers56,254$3.6M0.01%-23,99713F-HRTimeline
Traction Financial Partners, LLC47,857$3.07M2.39%-6,02713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,531$2.66M0.07%+74013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,790$2.61M<0.01%+24,92013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,370$2.07M<0.01%+4,87013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC29,808$1.91M0.01%-53813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,237$1.87M<0.01%-9,54113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,401$1.56M<0.01%-36313F-HRTimelineGroup
NTV Asset Management LLC24,195$1.55M0.21%+29013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,642$1.26M<0.01%+14,26713F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,094$1.1M<0.01%+2,08913F-HRTimelineGroup
NewEdge Advisors, LLC17,072$1.09M0.01%+1,15613F-HRTimeline
Legacy Capital Wealth Partners, LLC15,525$995K0.24%-6,52513F-HRTimeline
Cynosure Group, LLC15,109$968K0.13%+3,28413F-HRTimeline
SeaCrest Wealth Management, LLC13,981$896K0.1%+3,24113F-HRTimeline
LFA - Lugano Financial Advisors SA13,752$881K0.6%-47213F-HRTimeline
Darwin Wealth Management, LLC13,112$876K0.29%013F-HRTimeline
Schechter Investment Advisors, LLC13,500$865K0.07%+1,09313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,117$840K0.23%-17513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC12,907$827K<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,927$764K<0.01%+44613F-HRTimelineGroup
GTS SECURITIES LLC11,785$755K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…11,243$720K<0.01%-9,17913F-HRTimeline
Arax Advisory Partners10,573$677K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC10,467$677K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,440$669K0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,338$663K<0.01%+44813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC8,725$559K0.02%-8,88513F-HRTimeline
Betterment LLC8,246$528K<0.01%-61113F-HRTimeline
Janney Montgomery Scott LLC7,154$458K<0.01%+3,14013F-HRTimeline
VestGen Advisors, LLC7,117$456K0.02%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,093$454K<0.01%-1,23013F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC6,515$417K0.02%new13F-HRTimeline
UPTICK PARTNERS, LLC6,452$413K0.14%new13F-HRTimeline
Private Advisor Group, LLC6,096$391K<0.01%-39113F-HRTimeline
BRIGHTON JONES LLC6,000$384K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,771$370K0.17%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,437$348K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,106$327K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,059$324K0.01%-58613F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO5,000$320K0.08%013F-HRTimeline
Advyzon Investment Management, LLC4,657$298K0.11%+90813F-HRTimeline
Comprehensive Money Management Services…4,355$279K0.23%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,187$268K0.01%+61213F-HRTimelineGroup
Beacon Capital Management, Inc.3,900$262K0.01%-287,52113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,984$255K0.02%-55913F-HRTimeline
Perigon Wealth Management, LLC3,949$253K0.01%+57313F-HRTimeline
Larson Financial Group LLC3,506$225K0.01%+17713F-HRTimeline
Warther Private Wealth, LLC3,480$223K0.07%013F-HRTimeline
HRT FINANCIAL LP3,479$222K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,367$216K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,627$168K<0.01%new13F-HRTimeline
MAI Capital Management1,335$85.5K<0.01%+1,26513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,200$77.8K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC800$51.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$51.3K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…770$49.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC638$40.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA464$29.7K<0.01%+7213F-HRTimeline
Manchester Capital Management LLC450$28.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC359$24K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC376$23.2K0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO340$21.8K<0.01%+8513F-HRTimelineGroup
COMERICA BANK275$17.6K<0.01%+27513F-HRTimeline
FMR LLCin group FMR LLC247$15.8K<0.01%+1313F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC199$12.9K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC145$9.29K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117$7.5K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC100$6.41K<0.01%new13F-HRTimeline
AE Wealth Management LLC75$4.8K<0.01%-30413F-HRTimeline
WealthShield Partners, LLC61$3.91K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$3.84K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.57$3.65K<0.01%013F-HRTimeline
Parallel Advisors, LLC45$2.88K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.56K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.37K<0.01%013F-HRTimeline
Sound Income Strategies, LLC17$1.09K<0.01%013F-HRTimeline
Park Square Financial Group, LLC17$1.09K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC10$641<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8$513<0.01%013F-HRTimeline
Davis Capital Management2$144<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1$64<0.01%-513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.