Institutional Ownership Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
4,867
shares
|
$282,188
0.04% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,803
shares
|
$278,477
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,700
shares
|
$272,506
0.01% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,548
shares
|
$263,693
0.08% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,518
shares
|
$261,953
0.03% of portfolio
|
Q3 2024
Reduced 42.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,398
shares
|
$254,996
0.0% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,395
shares
|
$254,822
0.02% of portfolio
|
Q2 2020
Added 554.9%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,365
shares
|
$253,082
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,270
shares
|
$247,574
0.0% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,042
shares
|
$234,355
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,041
shares
|
$234,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,950
shares
|
$229,021
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,890
shares
|
$225,542
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,775
shares
|
$218,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,645
shares
|
$211,337
0.0% of portfolio
|
Q3 2024
Reduced 93.4%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
3,591
shares
|
$208,206
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,986
shares
|
$173,128
0.01% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,624
shares
|
$152,139
0.0% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,095
shares
|
$121,468
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,064
shares
|
$119,670
0.0% of portfolio
|
Q2 2024
Added 21.27%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,814
shares
|
$105,175
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,716
shares
|
$99,493
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,439
shares
|
$83,433
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,049
shares
|
$60,821
0.01% of portfolio
|
Q3 2024
Reduced 54.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,035
shares
|
$60,009
0.0% of portfolio
|
Q3 2024
New holding
|