Institutional Ownership Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $88.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,351
shares
|
$724,349
0.0% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
15,586
shares
|
$690,459
0.08% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,255
shares
|
$675,796
0.02% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
14,887
shares
|
$659,494
0.35% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
13,443
shares
|
$595,524
0.2% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,368
shares
|
$592,202
0.04% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,149
shares
|
$582,500
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
12,607
shares
|
$558,490
0.08% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,385
shares
|
$548,655
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,269
shares
|
$543,516
0.01% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,786
shares
|
$522,119
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
11,401
shares
|
$505,064
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
11,102
shares
|
$491,818
0.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
10,495
shares
|
$464,928
0.01% of portfolio
|
Q1 2025
Added 1649.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,457
shares
|
$463,245
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,316
shares
|
$456,998
0.0% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,700
shares
|
$385,410
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,169
shares
|
$361,886
0.74% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,501
shares
|
$332,294
0.01% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,500
shares
|
$332,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,441
shares
|
$329,636
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
7,263
shares
|
$321,750
0.05% of portfolio
|
Q1 2025
Added 32.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,611
shares
|
$292,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,610
shares
|
$292,823
0.0% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,167
shares
|
$273,198
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|