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 86 institutions that hold shares in the stock, with a total of 915,165 shares, which have been reported (via 13F filing form) to have a value of $41.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
9,782
shares
|
$440,190
0.18% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
8,980
shares
|
$404,100
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8,258
shares
|
$371,610
0.0% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
8,025
shares
|
$361,125
0.05% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
7,797
shares
|
$350,865
0.14% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$337,500
0.06% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$310,050
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,251
shares
|
$281,295
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,773
shares
|
$259,785
0.03% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,700
shares
|
$256,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$255,375
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,405
shares
|
$243,225
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,161
shares
|
$232,245
0.01% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,063
shares
|
$227,835
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,024
shares
|
$226,080
0.0% of portfolio
|
Q3 2024
Reduced 31.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,904
shares
|
$220,680
0.0% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,575
shares
|
$205,875
0.0% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$202,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,466
shares
|
$200,970
0.31% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
3,607
shares
|
$162,315
0.09% of portfolio
|
Q3 2024
Added 1320.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,883
shares
|
$129,735
0.0% of portfolio
|
Q4 2023
Added 19.83%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$102,195
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,052
shares
|
$92,340
0.05% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,950
shares
|
$87,750
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,830
shares
|
$82,350
0.0% of portfolio
|
Q3 2024
Reduced 66.87%
|