Institutional Ownership Invesco S&P Smallcap Consumer (PSCC)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCC). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 446,815 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
55,993
shares
|
$2.14 Million
1.25% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
51,157
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
44,084
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
42,178
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,897
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,371
shares
|
$929,997
0.0% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
21,941
shares
|
$837,268
0.0% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
20,063
shares
|
$765,604
0.0% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,752
shares
|
$753,736
0.0% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,879
shares
|
$720,422
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,150
shares
|
$616,284
0.0% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,794
shares
|
$602,699
0.0% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,138
shares
|
$348,706
0.0% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,807
shares
|
$297,915
0.0% of portfolio
|
Q3 2024
Reduced 69.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,560
shares
|
$288,489
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,119
shares
|
$271,661
0.0% of portfolio
|
Q3 2024
Reduced 37.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,042
shares
|
$268,722
0.0% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,035
shares
|
$268,455
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,866
shares
|
$223,846
0.01% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,590
shares
|
$213,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,852
shares
|
$146,992
0.0% of portfolio
|
Q3 2024
Reduced 49.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,321
shares
|
$126,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,370
shares
|
$90,439
0.0% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$80,136
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,314
shares
|
$50,142
0.0% of portfolio
|
Q3 2024
Reduced 16.2%
|