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 77 institutions that hold shares in the stock, with a total of 806,845 shares, which have been reported (via 13F filing form) to have a value of $34 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$25,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$25,320
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
582
shares
|
$24,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
579
shares
|
$24,433
0.0% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
567
shares
|
$23,927
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
396
shares
|
$16,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
376
shares
|
$15,867
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
375
shares
|
$15,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$13,124
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
272
shares
|
$11,478
0.02% of portfolio
|
Q3 2025
Reduced 65.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
240
shares
|
$10,128
0.0% of portfolio
|
Q2 2025
Reduced 43.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$8,313
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
187
shares
|
$7,891
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$6,836
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$6,330
0.0% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
148
shares
|
$6,245
0.0% of portfolio
|
Q2 2025
Reduced 50.67%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
141
shares
|
$5,950
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
120
shares
|
$5,064
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
108
shares
|
$4,557
0.0% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
99
shares
|
$4,177
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
57
shares
|
$2,405
0.0% of portfolio
|
Q1 2025
Reduced 91.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
45
shares
|
$1,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
39
shares
|
$1,645
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
33
shares
|
$1,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17
shares
|
$717
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|