Institutional Ownership Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 795,567 shares, which have been reported (via 13F filing form) to have a value of $30.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$23,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
582
shares
|
$22,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
579
shares
|
$22,731
0.0% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
567
shares
|
$22,260
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
396
shares
|
$15,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
386
shares
|
$15,154
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
376
shares
|
$14,761
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$12,209
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
300
shares
|
$11,778
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
240
shares
|
$9,422
0.0% of portfolio
|
Q2 2025
Reduced 43.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$7,734
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
187
shares
|
$7,341
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$6,360
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
150
shares
|
$5,889
0.0% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
141
shares
|
$5,535
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
120
shares
|
$4,711
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
108
shares
|
$4,240
0.0% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
99
shares
|
$3,886
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
57
shares
|
$2,237
0.0% of portfolio
|
Q1 2025
Reduced 91.91%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
57
shares
|
$2,237
0.0% of portfolio
|
Q4 2024
Reduced 55.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
45
shares
|
$1,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
39
shares
|
$1,531
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
18
shares
|
$706
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2022
Reduced 98.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|