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 78 institutions that hold shares in the stock, with a total of 742,180 shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
600
shares
|
$25,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
600
shares
|
$25,344
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
582
shares
|
$24,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
567
shares
|
$23,950
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
396
shares
|
$16,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
376
shares
|
$15,882
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$13,136
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
282
shares
|
$11,911
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
272
shares
|
$11,489
0.02% of portfolio
|
Q3 2025
Reduced 65.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
259
shares
|
$10,940
0.0% of portfolio
|
Q3 2025
Reduced 55.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
240
shares
|
$10,137
0.0% of portfolio
|
Q2 2025
Reduced 43.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$8,321
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
187
shares
|
$7,898
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$6,842
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
151
shares
|
$6,378
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
147
shares
|
$6,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
141
shares
|
$5,955
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
141
shares
|
$5,955
0.0% of portfolio
|
Q3 2025
Reduced 93.23%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
120
shares
|
$5,068
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
120
shares
|
$5,068
0.0% of portfolio
|
Q1 2025
Reduced 97.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
57
shares
|
$2,407
0.0% of portfolio
|
Q1 2025
Reduced 91.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
50
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
Reduced 95.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
45
shares
|
$1,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
39
shares
|
$1,647
0.0% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
33
shares
|
$1,393
0.0% of portfolio
|
Q3 2025
New holding
|
|