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 140 institutions that hold shares in the stock, with a total of 3.83 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
795
shares
|
$36,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
750
shares
|
$34,687
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
601
shares
|
$27,796
0.0% of portfolio
|
Q4 2024
Added 60000.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
564
shares
|
$26,085
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
427
shares
|
$19,748
0.0% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
425
shares
|
$19,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$18,731
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$13,875
0.0% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$9,111
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
195
shares
|
$9,018
0.0% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$8,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
180
shares
|
$8,325
0.0% of portfolio
|
Q1 2025
Reduced 93.57%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
175
shares
|
$8,093
0.01% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
135
shares
|
$6,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
126
shares
|
$5,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
121
shares
|
$5,596
0.0% of portfolio
|
Q3 2024
Reduced 74.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
111
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
103
shares
|
$4,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
103
shares
|
$4,763
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$3,885
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
75
shares
|
$3,468
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
70
shares
|
$3,237
0.0% of portfolio
|
Q4 2024
Reduced 83.83%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
51
shares
|
$2,358
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$2,312
0.0% of portfolio
|
Q3 2024
Reduced 83.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$2,173
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|