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 85 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ntv Asset Management LLC
|
Jul 31, 2024 Q2 2024 |
8,625
shares
|
$383,381
0.05% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
8,122
shares
|
$361,022
0.0% of portfolio
|
Q2 2024
Added 153.26%
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
7,797
shares
|
$346,576
0.14% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Alpine Woods Capital Investors, LLC
|
Aug 06, 2024 Q2 2024 |
7,500
shares
|
$333,375
0.04% of portfolio
|
Q2 2023
Added 200.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,286
shares
|
$323,862
0.0% of portfolio
|
Q2 2024
Reduced 66.35%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$306,260
0.01% of portfolio
|
Q4 2023
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,369
shares
|
$283,102
0.0% of portfolio
|
Q2 2024
Reduced 13.45%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
6,251
shares
|
$277,856
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,773
shares
|
$256,609
0.03% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
5,700
shares
|
$253,365
0.01% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$252,253
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,523
shares
|
$245,497
0.0% of portfolio
|
Q2 2024
Reduced 79.25%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$240,252
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,277
shares
|
$234,562
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,904
shares
|
$217,982
0.0% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
4,816
shares
|
$214,071
0.01% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,575
shares
|
$203,358
0.0% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$200,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
4,467
shares
|
$198,558
0.3% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
3,607
shares
|
$160,331
0.09% of portfolio
|
Q3 2024
Added 1320.08%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,883
shares
|
$128,149
0.0% of portfolio
|
Q4 2023
Added 19.83%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$100,945
0.04% of portfolio
|
Q2 2021
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,052
shares
|
$91,211
0.05% of portfolio
|
Q1 2024
Added 0.44%
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
1,950
shares
|
$86,677
0.04% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,225
shares
|
$54,451
0.0% of portfolio
|
Q3 2024
Added 8.89%
|