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 26 institutions that hold shares in the stock, with a total of 125,049 shares, which have been reported (via 13F filing form) to have a value of $7.36 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
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,954
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
9,720
shares
|
$571,827
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$537,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$533,823
0.01% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,278
shares
|
$486,994
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,599
shares
|
$388,219
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,271
shares
|
$368,922
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,258
shares
|
$309,328
0.0% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
4,738
shares
|
$278,736
0.14% of portfolio
|
Q3 2024
Added 939.04%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,699
shares
|
$276,442
0.01% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$259,557
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$232,319
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
645
shares
|
$37,945
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
566
shares
|
$33,297
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
511
shares
|
$30,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
437
shares
|
$25,708
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
362
shares
|
$21,296
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$19,060
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$16,178
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
230
shares
|
$13,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
227
shares
|
$13,354
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$11,766
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$8,412
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,883
0.0% of portfolio
|
Q1 2023
Added 15.0%
|