Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 4.63 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,700
shares
|
$256,667
0.01% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
4,646
shares
|
$253,718
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
4,639
shares
|
$253,335
0.03% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,548
shares
|
$248,366
0.08% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,539
shares
|
$247,874
0.0% of portfolio
|
Q2 2024
Added 5.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
4,470
shares
|
$244,106
0.01% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
4,432
shares
|
$242,031
0.01% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,395
shares
|
$240,010
0.02% of portfolio
|
Q2 2020
Added 554.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
4,365
shares
|
$238,372
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,042
shares
|
$220,733
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,950
shares
|
$215,709
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,900
shares
|
$212,979
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,890
shares
|
$212,432
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
3,775
shares
|
$206,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
3,591
shares
|
$196,104
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
3,273
shares
|
$178,738
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,986
shares
|
$163,065
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,384
shares
|
$130,190
0.0% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,299
shares
|
$125,548
0.02% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,095
shares
|
$114,407
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,064
shares
|
$112,715
0.0% of portfolio
|
Q2 2024
Added 21.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
2,057
shares
|
$112,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,914
shares
|
$104,523
0.0% of portfolio
|
Q1 2024
Added 236.97%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,814
shares
|
$99,062
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,716
shares
|
$93,710
0.01% of portfolio
|
Q3 2023
Added 200.0%
|