Institutional Ownership Invesco S&P Smallcap Consumer (PSCD)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCD). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 73,317 shares, which have been reported (via 13F filing form) to have a value of $7.28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
14,253
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,622
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,567
shares
|
$850,103
0.04% of portfolio
|
Q1 2025
Added 204.98%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,349
shares
|
$530,781
0.17% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,173
shares
|
$513,316
0.0% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,677
shares
|
$464,098
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
4,515
shares
|
$448,023
0.0% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,103
shares
|
$407,140
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,802
shares
|
$377,272
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,656
shares
|
$362,784
0.01% of portfolio
|
Q1 2025
Reduced 66.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,309
shares
|
$328,352
0.0% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,266
shares
|
$324,085
0.0% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
616
shares
|
$61,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
409
shares
|
$40,585
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
210
shares
|
$20,838
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
156
shares
|
$15,479
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
146
shares
|
$14,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
144
shares
|
$14,289
0.0% of portfolio
|
Q1 2023
Reduced 12.73%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
114
shares
|
$11,312
0.01% of portfolio
|
Q1 2025
Added 267.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$9,923
0.0% of portfolio
|
Q2 2021
Reduced 4.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
73
shares
|
$7,243
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
30
shares
|
$2,976
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
25
shares
|
$2,480
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$198
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|