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 87 institutions that hold shares in the stock, with a total of 869,567 shares, which have been reported (via 13F filing form) to have a value of $37.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,225
shares
|
$52,552
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,140
shares
|
$48,906
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
915
shares
|
$39,253
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
783
shares
|
$33,590
0.0% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
771
shares
|
$33,075
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
721
shares
|
$30,930
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
705
shares
|
$30,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
705
shares
|
$30,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
642
shares
|
$27,541
0.0% of portfolio
|
Q4 2024
Added 494.44%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
600
shares
|
$25,740
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
579
shares
|
$24,839
0.0% of portfolio
|
Q4 2024
Reduced 29.13%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
567
shares
|
$24,324
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
479
shares
|
$20,549
0.01% of portfolio
|
Q2 2024
Reduced 75.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
426
shares
|
$18,275
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
396
shares
|
$16,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
386
shares
|
$16,559
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
375
shares
|
$16,087
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$13,341
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
300
shares
|
$12,870
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
289
shares
|
$12,398
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
207
shares
|
$8,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$8,451
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$6,949
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$6,435
0.0% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
147
shares
|
$6,306
0.0% of portfolio
|
Q3 2023
Added 200.0%
|