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 102 institutions that hold shares in the stock, with a total of 2.2 Million shares, which have been reported (via 13F filing form) to have a value of $98.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
5,448
shares
|
$250,063
0.16% of portfolio
|
Q2 2024
Added 2.31%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
5,288
shares
|
$242,719
0.02% of portfolio
|
Q2 2024
Added 9.3%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
5,266
shares
|
$241,709
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
5,230
shares
|
$240,057
0.01% of portfolio
|
Q3 2023
New holding
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
5,170
shares
|
$237,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,046
shares
|
$231,611
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,500
shares
|
$206,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
4,239
shares
|
$194,570
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,777
shares
|
$173,364
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,313
shares
|
$152,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$130,401
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,475
shares
|
$113,602
0.0% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,385
shares
|
$109,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,163
shares
|
$99,281
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
1,305
shares
|
$59,899
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
1,170
shares
|
$53,703
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,110
shares
|
$50,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
1,105
shares
|
$50,719
0.01% of portfolio
|
Q4 2023
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
921
shares
|
$42,273
0.02% of portfolio
|
Q2 2024
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
876
shares
|
$40,208
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
735
shares
|
$33,736
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
600
shares
|
$27,540
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
530
shares
|
$24,327
0.02% of portfolio
|
Q1 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
500
shares
|
$22,950
0.0% of portfolio
|
Q1 2023
Reduced 53.4%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
483
shares
|
$22,169
0.01% of portfolio
|
Q4 2023
Reduced 49.37%
|