Institutional Ownership Invesco S&P Smallcap Informati (PSCT)
This table provides information about the institutional ownership of Invesco S&P Smallcap Informati (PSCT). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 1.9 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$30,516
0.0% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
530
shares
|
$26,955
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$25,430
0.0% of portfolio
|
Q1 2023
Reduced 53.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
483
shares
|
$24,565
0.01% of portfolio
|
Q4 2023
Reduced 49.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
468
shares
|
$23,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
450
shares
|
$22,887
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
381
shares
|
$19,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
363
shares
|
$18,462
0.0% of portfolio
|
Q2 2024
Reduced 22.93%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
342
shares
|
$17,394
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
273
shares
|
$13,884
0.0% of portfolio
|
Q4 2023
Reduced 33.25%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
246
shares
|
$12,511
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
219
shares
|
$11,138
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219
shares
|
$11,138
0.0% of portfolio
|
Q3 2022
Reduced 12.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
195
shares
|
$9,917
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
180
shares
|
$9,154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
180
shares
|
$9,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
177
shares
|
$9,002
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$7,629
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
138
shares
|
$7,018
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
129
shares
|
$6,560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
120
shares
|
$6,103
0.0% of portfolio
|
Q3 2023
Added 79.1%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
108
shares
|
$5,492
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,086
0.0% of portfolio
|
Q1 2020
Reduced 89.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
87
shares
|
$4,424
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
75
shares
|
$3,814
0.0% of portfolio
|
Q2 2024
New holding
|