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 27 institutions that hold shares in the stock, with a total of 133,173 shares, which have been reported (via 13F filing form) to have a value of $7.46 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
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,954
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
9,720
shares
|
$544,125
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$511,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$507,962
0.01% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
8,389
shares
|
$469,616
0.02% of portfolio
|
Q4 2024
Added 78.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,278
shares
|
$463,402
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,599
shares
|
$369,412
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,271
shares
|
$351,050
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,258
shares
|
$294,342
0.0% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
4,738
shares
|
$265,233
0.14% of portfolio
|
Q3 2024
Added 939.04%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,649
shares
|
$260,251
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$246,983
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$221,065
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
645
shares
|
$36,107
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
566
shares
|
$31,684
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
437
shares
|
$24,463
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
366
shares
|
$20,488
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$18,137
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
292
shares
|
$16,346
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$15,394
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
230
shares
|
$12,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
227
shares
|
$12,707
0.0% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,196
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$8,005
0.0% of portfolio
|
Q3 2021
New holding
|