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 125 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
180
shares
|
$8,325
0.0% of portfolio
|
Q1 2025
Reduced 93.57%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
175
shares
|
$8,093
0.0% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
135
shares
|
$6,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
126
shares
|
$5,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
121
shares
|
$5,596
0.0% of portfolio
|
Q3 2024
Reduced 74.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
103
shares
|
$4,763
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
103
shares
|
$4,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$3,885
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
82
shares
|
$3,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
75
shares
|
$3,468
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
70
shares
|
$3,237
0.0% of portfolio
|
Q4 2024
Reduced 83.83%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
51
shares
|
$2,358
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
47
shares
|
$2,173
0.0% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
45
shares
|
$2,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
35
shares
|
$1,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
31
shares
|
$1,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$1,156
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
17
shares
|
$786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12
shares
|
$555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8
shares
|
$370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|