Institutional Ownership Invesco S&P Smallcap Financial (PSCF)
This table provides information about the institutional ownership of Invesco S&P Smallcap Financial (PSCF). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 131,598 shares, which have been reported (via 13F filing form) to have a value of $7.45 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
26,942
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,954
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
9,720
shares
|
$550,054
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$516,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$513,497
0.01% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
8,389
shares
|
$474,733
0.02% of portfolio
|
Q4 2024
Added 78.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
8,342
shares
|
$472,073
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,599
shares
|
$373,437
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,271
shares
|
$354,875
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,258
shares
|
$297,550
0.0% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,649
shares
|
$263,086
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$249,675
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$223,473
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,099
shares
|
$175,372
0.09% of portfolio
|
Q4 2024
Reduced 34.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
645
shares
|
$36,500
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
566
shares
|
$32,029
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
437
shares
|
$24,729
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
366
shares
|
$20,711
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$18,335
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
292
shares
|
$16,524
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$15,562
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
230
shares
|
$13,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
227
shares
|
$12,845
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,318
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
143
shares
|
$8,092
0.0% of portfolio
|
Q3 2021
New holding
|