Institutional Ownership Invesco S&P Smallcap Consumer (PSCD)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCD). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 65,938 shares, which have been reported (via 13F filing form) to have a value of $7.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,576
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,099
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,974
shares
|
$906,484
0.0% of portfolio
|
Q3 2024
Added 24.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,757
shares
|
$540,775
0.0% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$528,953
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,515
shares
|
$513,265
0.0% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
4,016
shares
|
$456,538
0.15% of portfolio
|
Q4 2024
Added 57.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,802
shares
|
$432,211
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,814
shares
|
$319,895
0.0% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,357
shares
|
$267,943
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,985
shares
|
$225,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
1,882
shares
|
$213,945
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
957
shares
|
$108,791
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
382
shares
|
$43,425
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$23,872
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
155
shares
|
$17,620
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
144
shares
|
$16,369
0.0% of portfolio
|
Q1 2023
Reduced 12.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
139
shares
|
$15,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
100
shares
|
$11,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$11,368
0.0% of portfolio
|
Q2 2021
Reduced 4.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
88
shares
|
$10,003
0.0% of portfolio
|
Q1 2024
Reduced 13.73%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
73
shares
|
$8,298
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
52
shares
|
$5,911
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$5,797
0.0% of portfolio
|
Q3 2024
Reduced 96.5%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
31
shares
|
$3,524
0.0% of portfolio
|
Q2 2024
Reduced 65.93%
|