Institutional Ownership Invesco S&P Smallcap Consumer (PSCC)
This table provides information about the institutional ownership of Invesco S&P Smallcap Consumer (PSCC). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 447,216 shares, which have been reported (via 13F filing form) to have a value of $16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
55,663
shares
|
$1.99 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,265
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,179
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,890
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
41,716
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
23,192
shares
|
$828,186
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,552
shares
|
$769,621
0.0% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,293
shares
|
$688,953
0.0% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,733
shares
|
$633,245
0.02% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,705
shares
|
$632,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
17,675
shares
|
$631,174
0.0% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,150
shares
|
$576,716
0.0% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,381
shares
|
$549,255
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,781
shares
|
$420,699
0.0% of portfolio
|
Q4 2024
Added 67.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,713
shares
|
$311,141
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,560
shares
|
$269,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,120
shares
|
$254,255
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,023
shares
|
$250,791
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,764
shares
|
$205,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,850
shares
|
$173,193
0.0% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,321
shares
|
$118,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,734
shares
|
$97,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,370
shares
|
$84,632
0.0% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,100
shares
|
$74,991
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,316
shares
|
$46,994
0.0% of portfolio
|
Q4 2024
Added 0.15%
|