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 85 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $51.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 17, 2024 Q1 2024 |
1,917
shares
|
$80,590
0.07% of portfolio
|
Q1 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
1,384
shares
|
$58,183
0.03% of portfolio
|
Q1 2024
Added 32.57%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
1,140
shares
|
$47,925
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
915
shares
|
$38,466
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
783
shares
|
$32,917
0.0% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
721
shares
|
$30,310
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
600
shares
|
$25,224
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
567
shares
|
$23,836
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
543
shares
|
$22,827
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
507
shares
|
$21,314
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
471
shares
|
$19,800
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
429
shares
|
$18,035
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
426
shares
|
$17,909
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
386
shares
|
$16,227
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
375
shares
|
$15,765
0.0% of portfolio
|
Q3 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
370
shares
|
$15,554
0.0% of portfolio
|
Q3 2023
Reduced 81.74%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$13,074
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
300
shares
|
$12,612
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
288
shares
|
$12,107
0.0% of portfolio
|
Q1 2024
Reduced 54.29%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
249
shares
|
$10,467
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
246
shares
|
$10,341
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
220
shares
|
$9,248
0.0% of portfolio
|
Q4 2023
Reduced 26.67%
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
204
shares
|
$8,576
0.0% of portfolio
|
Q1 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$8,281
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$6,810
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|