Skip to content
Disclosery

PSP INVESCO EXCHANGE TRADED FD T

Follow

GBL LISTED PVT (fund)

95 managers (95 13F filers) reported a position in PSP shares at 2025-06-30, 2,539,857 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
95
13F filers
95
New
14
Added
40
Reduced
16
Sold out
12
Shares held by filers
2,539,857

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,298$21.6M<0.01%+45,35513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY253,844$17.5M<0.01%-7,28113F-HRTimelineGroup
Beacon Capital Management, Inc.235,728$16.2M0.84%+231,82813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,671$14M<0.01%+90,45213F-HRTimelineGroup
Endowment Wealth Management, Inc.189,120$13M6.71%-1,15313F-HRTimeline
LPL Financial LLC184,894$12.7M<0.01%+40,16613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137,673$9.48M<0.01%+29,92913F-HRTimelineGroup
Aletheian Wealth Advisors LLC119,663$8.24M4.05%+8,17713F-HRTimeline
Beta Wealth Group, Inc.73,550$5.06M1.85%new13F-HRTimeline
Cetera Investment Advisers55,699$3.83M0.01%-55513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,000$3.44M0.01%+17,63013F-HRTimelineGroup
Traction Financial Partners, LLC46,707$3.22M2.18%-1,15013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,362$3.05M0.07%+2,83113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC41,869$2.88M0.06%+37,68213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,318$2.64M<0.01%+14,91713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC33,078$2.28M0.01%+3,27013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,113$2.21M<0.01%+2,87613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,786$2.05M<0.01%+17,85913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,854$1.85M<0.01%+7,21213F-HRTimelineGroup
NTV Asset Management LLC23,795$1.64M0.2%-40013F-HRTimeline
Global Retirement Partners, LLC19,572$1.35M0.03%13F-HRTimeline
NewEdge Advisors, LLC19,081$1.31M0.01%+2,00913F-HRTimeline
Cambridge Investment Research Advisors,…18,447$1.27M<0.01%+7,20413F-HRTimeline
UBS Group AGin group UBS Group AG18,239$1.26M<0.01%+1,14513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA17,575$1.21M0.72%+3,82313F-HRTimeline
Cynosure Group, LLC17,419$1.2M0.14%+2,31013F-HRTimeline
Darwin Wealth Management, LLC17,269$1.19M0.41%+4,15713F-HRTimeline
GTS SECURITIES LLC17,098$1.18M0.05%+5,31313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,398$1.06M<0.01%+2,49113F-HRTimelineGroup
Atria Investments, Inc14,439$994K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,130$904K0.22%+1313F-HRTimeline
Legacy Capital Wealth Partners, LLC12,978$894K0.2%-2,54713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,322$780K<0.01%+98413F-HR/ATimelineGroup
Farther Finance Advisors, LLC10,867$748K0.01%+40013F-HRTimeline
FLOW TRADERS U.S. LLC10,559$727K0.03%new13F-HRTimeline
VestGen Advisors, LLC8,588$591K0.02%+1,47113F-HRTimeline
Betterment LLC8,336$574K<0.01%+9013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,067$555K0.02%-65813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,738$533K<0.01%-33,05213F-HRTimelineGroup
Janney Montgomery Scott LLC7,664$528K<0.01%+51013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,168$493K<0.01%+2,06213F-HRTimeline
UPTICK PARTNERS, LLC7,003$482K0.14%+55113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,616$456K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,529$449K<0.01%-56413F-HR/ATimelineGroup
Private Advisor Group, LLC6,050$417K<0.01%-4613F-HRTimeline
BRIGHTON JONES LLC6,000$413K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,771$397K0.16%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,474$377K0.02%-1,04113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,467$376K0.08%new13F-HRTimeline
Fort Point Capital Partners LLC5,338$368K0.04%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,225$360K0.08%+22513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,219$359K0.01%+16013F-HRTimelineGroup
Advyzon Investment Management, LLC4,702$324K0.07%+4513F-HRTimeline
Arax Advisory Partners4,368$301K0.01%-6,20513F-HRTimeline
Comprehensive Money Management Services…4,355$300K0.23%013F-HRTimeline
Perigon Wealth Management, LLC4,040$278K0.01%+9113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,984$274K0.02%013F-HRTimeline
Triumph Capital Management3,931$271K0.08%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,841$264K<0.01%+47413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,831$264K0.01%-1,60613F-HRTimeline
Larson Financial Group LLC3,803$262K0.01%+29713F-HRTimeline
O'ROURKE & COMPANY, Inc3,162$218K0.1%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,088$213K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,999$209K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,627$181K<0.01%013F-HRTimeline
MAI Capital Management1,843$127K<0.01%+50813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,200$82.6K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC800$55.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$55.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$53K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…690$47.5K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/600$41.3K<0.01%new13F-HRTimelineGroup
Boreal Capital Management LLC600$41.3K0.03%13F-HRTimeline
Manchester Capital Management LLC450$31K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA392$27K<0.01%-7213F-HRTimeline
Cornerstone Planning Group LLC384$26.7K0.01%+813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC347$23.9K<0.01%-1213F-HRTimelineGroup
Cape Investment Advisory, Inc.329$22.7K0.01%new13F-HRTimeline
COMERICA BANK275$18.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC258$17.8K<0.01%+1113F-HRTimelineGroup
Costello Asset Management, INC100$6.88K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$6.87K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.84$5.78K<0.01%13F-HRTimeline
AE Wealth Management LLC75$5.16K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.13K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$3.99K<0.01%-28213F-HRTimelineGroup
Geneos Wealth Management Inc.57$3.92K<0.01%013F-HRTimeline
Parallel Advisors, LLC45$3.1K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.75K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.55K<0.01%013F-HRTimeline
Park Square Financial Group, LLC29$2K<0.01%+1213F-HRTimeline
Sound Income Strategies, LLC17$1.17K<0.01%013F-HRTimeline
Painted Porch Advisors LLC10$689<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8$551<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.