Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,814
shares
|
$107,461
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,716
shares
|
$101,655
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,408
shares
|
$83,409
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,380
shares
|
$81,751
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,049
shares
|
$62,142
0.01% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
911
shares
|
$53,967
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
885
shares
|
$52,427
0.0% of portfolio
|
Q4 2024
Reduced 66.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
825
shares
|
$48,873
0.01% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
795
shares
|
$47,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
750
shares
|
$44,430
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
601
shares
|
$35,603
0.0% of portfolio
|
Q4 2024
Added 60000.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
564
shares
|
$33,411
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
427
shares
|
$25,295
0.0% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
425
shares
|
$25,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$23,992
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$17,772
0.0% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$11,670
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
195
shares
|
$11,551
0.0% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$11,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
175
shares
|
$10,367
0.01% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
135
shares
|
$7,997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
126
shares
|
$7,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
121
shares
|
$7,168
0.0% of portfolio
|
Q3 2024
Reduced 74.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
111
shares
|
$6,575
0.0% of portfolio
|
Q4 2024
Reduced 98.54%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
103
shares
|
$6,101
0.01% of portfolio
|
Q4 2022
New holding
|