Institutional Ownership Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 769,157 shares, which have been reported (via 13F filing form) to have a value of $29.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
84,062
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
69,710
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,651
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
52,776
shares
|
$2.01 Million
0.64% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
45,842
shares
|
$1.74 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
37,191
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 113.23%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
36,428
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
32,226
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
24,789
shares
|
$942,229
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
24,775
shares
|
$941,697
0.39% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
24,666
shares
|
$937,554
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,338
shares
|
$849,067
0.17% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
21,249
shares
|
$807,674
0.03% of portfolio
|
Q1 2025
Added 101.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,382
shares
|
$660,689
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,706
shares
|
$634,995
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
14,670
shares
|
$557,606
0.08% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
14,409
shares
|
$547,686
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,254
shares
|
$541,794
0.02% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,996
shares
|
$531,987
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
12,103
shares
|
$460,035
0.0% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,216
shares
|
$388,310
0.0% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,766
shares
|
$371,205
0.0% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
9,162
shares
|
$348,247
0.23% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,194
shares
|
$311,453
0.0% of portfolio
|
Q1 2025
Reduced 30.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,898
shares
|
$300,202
0.01% of portfolio
|
Q2 2025
Reduced 34.17%
|