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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
945
shares
|
$41,721
0.02% of portfolio
|
Q2 2024
Reduced 31.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
915
shares
|
$40,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
783
shares
|
$34,569
0.0% of portfolio
|
Q4 2023
Reduced 22.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
769
shares
|
$33,951
0.01% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
721
shares
|
$31,832
0.0% of portfolio
|
Q3 2023
Added 134.85%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
600
shares
|
$26,490
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
567
shares
|
$25,033
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
479
shares
|
$21,147
0.02% of portfolio
|
Q2 2024
Reduced 75.01%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
471
shares
|
$20,794
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
429
shares
|
$18,940
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
426
shares
|
$18,807
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
417
shares
|
$18,410
0.0% of portfolio
|
Q2 2024
Reduced 17.75%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
386
shares
|
$17,041
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
375
shares
|
$16,556
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
311
shares
|
$13,730
0.0% of portfolio
|
Q1 2020
Added 16.08%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
306
shares
|
$13,509
0.0% of portfolio
|
Q2 2024
Added 168.42%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
300
shares
|
$13,245
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
300
shares
|
$13,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
300
shares
|
$13,245
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
289
shares
|
$12,759
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
207
shares
|
$9,139
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
197
shares
|
$8,697
0.0% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
162
shares
|
$7,152
0.02% of portfolio
|
Q2 2022
Reduced 3.57%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
150
shares
|
$6,622
0.0% of portfolio
|
Q2 2024
Reduced 31.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$6,622
0.0% of portfolio
|
Q3 2024
Reduced 39.76%
|