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 25 institutions that hold shares in the stock, with a total of 125,386 shares, which have been reported (via 13F filing form) to have a value of $6.98 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
25,348
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
21,938
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,186
shares
|
$789,734
0.0% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
10,783
shares
|
$600,289
0.01% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,745
shares
|
$486,834
0.0% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,278
shares
|
$460,836
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
6,270
shares
|
$349,050
0.0% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,773
shares
|
$321,382
0.0% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,742
shares
|
$319,657
0.0% of portfolio
|
Q2 2024
Added 45.37%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
4,738
shares
|
$263,764
0.14% of portfolio
|
Q3 2024
Added 939.04%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,699
shares
|
$261,593
0.01% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,412
shares
|
$245,616
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
826
shares
|
$45,983
0.0% of portfolio
|
Q2 2024
Reduced 80.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
566
shares
|
$31,509
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
511
shares
|
$28,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
452
shares
|
$25,162
0.0% of portfolio
|
Q1 2024
Reduced 11.02%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
437
shares
|
$24,327
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
360
shares
|
$20,041
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
325
shares
|
$18,092
0.0% of portfolio
|
Q4 2023
Added 550.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
324
shares
|
$18,037
0.0% of portfolio
|
Q1 2020
Reduced 23.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
230
shares
|
$12,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$11,134
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$7,960
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
100
shares
|
$5,567
0.0% of portfolio
|
Q1 2023
Added 15.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|