Institutional Ownership Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 101,834 shares, which have been reported (via 13F filing form) to have a value of $5.48 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,348
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
11,225
shares
|
$603,568
0.35% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
8,389
shares
|
$451,076
0.02% of portfolio
|
Q4 2024
Added 78.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,342
shares
|
$448,549
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,489
shares
|
$348,913
0.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,945
shares
|
$319,662
0.0% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,290
shares
|
$284,443
0.0% of portfolio
|
Q4 2024
Added 33.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,235
shares
|
$281,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,649
shares
|
$249,976
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$237,233
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,561
shares
|
$191,474
0.0% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,099
shares
|
$166,633
0.09% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,254
shares
|
$121,197
0.0% of portfolio
|
Q4 2024
Reduced 64.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,021
shares
|
$54,899
0.0% of portfolio
|
Q4 2024
Added 343.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
645
shares
|
$34,681
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
566
shares
|
$30,433
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
437
shares
|
$23,497
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
366
shares
|
$19,679
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$17,421
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
292
shares
|
$15,700
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
275
shares
|
$14,786
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
227
shares
|
$12,205
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$10,754
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
143
shares
|
$7,689
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$5,377
0.0% of portfolio
|
Q1 2023
Added 15.0%
|