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 104 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
600
shares
|
$24,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
500
shares
|
$20,650
0.0% of portfolio
|
Q1 2023
Reduced 53.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
483
shares
|
$19,947
0.01% of portfolio
|
Q4 2023
Reduced 49.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
468
shares
|
$19,328
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
450
shares
|
$18,585
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$18,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
363
shares
|
$14,991
0.0% of portfolio
|
Q2 2024
Reduced 22.93%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
342
shares
|
$14,124
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$12,390
0.0% of portfolio
|
Q4 2024
Reduced 81.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
273
shares
|
$11,274
0.0% of portfolio
|
Q4 2023
Reduced 33.25%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
246
shares
|
$10,159
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219
shares
|
$9,044
0.0% of portfolio
|
Q3 2022
Reduced 12.4%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
219
shares
|
$9,044
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
195
shares
|
$8,053
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
180
shares
|
$7,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
177
shares
|
$7,310
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
175
shares
|
$7,227
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$6,195
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
138
shares
|
$5,699
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
129
shares
|
$5,327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
120
shares
|
$4,956
0.0% of portfolio
|
Q3 2023
Added 79.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
108
shares
|
$4,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,130
0.0% of portfolio
|
Q1 2020
Reduced 89.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
87
shares
|
$3,593
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
72
shares
|
$2,973
0.0% of portfolio
|
Q4 2024
New holding
|