Institutional Ownership Invesco S&P Smallcap Health Ca (PSCH)
This table provides information about the institutional ownership of Invesco S&P Smallcap Health Ca (PSCH). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
8,025
shares
|
$354,303
0.05% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
7,797
shares
|
$344,237
0.14% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Alpine Woods Capital Investors, LLC
|
Aug 06, 2024 Q2 2024 |
7,500
shares
|
$331,125
0.04% of portfolio
|
Q2 2023
Added 200.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,286
shares
|
$321,676
0.0% of portfolio
|
Q2 2024
Reduced 66.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,890
shares
|
$304,193
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,369
shares
|
$281,191
0.0% of portfolio
|
Q2 2024
Reduced 13.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,251
shares
|
$275,981
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,773
shares
|
$254,877
0.03% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
5,700
shares
|
$251,655
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,675
shares
|
$250,551
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,523
shares
|
$243,840
0.0% of portfolio
|
Q2 2024
Reduced 79.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
5,405
shares
|
$238,630
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,277
shares
|
$232,979
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,161
shares
|
$227,858
0.01% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,904
shares
|
$216,511
0.0% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,575
shares
|
$201,986
0.0% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,500
shares
|
$198,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
4,467
shares
|
$197,218
0.3% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
3,607
shares
|
$159,249
0.09% of portfolio
|
Q3 2024
Added 1320.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,883
shares
|
$127,284
0.0% of portfolio
|
Q4 2023
Added 19.83%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,271
shares
|
$100,264
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,052
shares
|
$90,595
0.05% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
1,950
shares
|
$86,092
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,225
shares
|
$54,083
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
1,140
shares
|
$50,331
0.01% of portfolio
|
Q3 2023
Added 200.0%
|