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 $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,017
shares
|
$61,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
910
shares
|
$54,618
0.03% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
825
shares
|
$49,516
0.01% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
795
shares
|
$47,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
750
shares
|
$45,015
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
564
shares
|
$33,851
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
495
shares
|
$29,709
0.01% of portfolio
|
Q3 2024
Reduced 51.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
476
shares
|
$28,569
0.01% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
465
shares
|
$27,909
0.0% of portfolio
|
Q2 2024
Reduced 87.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
463
shares
|
$27,789
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
433
shares
|
$25,988
0.0% of portfolio
|
Q3 2024
Reduced 43.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
405
shares
|
$24,308
0.01% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
325
shares
|
$19,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$18,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$18,006
0.0% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
284
shares
|
$17,045
0.0% of portfolio
|
Q3 2024
Added 1394.74%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
197
shares
|
$11,823
0.01% of portfolio
|
Q3 2024
Added 114.13%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
186
shares
|
$11,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
175
shares
|
$10,503
0.01% of portfolio
|
Q3 2022
Reduced 36.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
135
shares
|
$8,102
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
126
shares
|
$7,562
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
121
shares
|
$7,262
0.0% of portfolio
|
Q3 2024
Reduced 74.15%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
103
shares
|
$6,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
103
shares
|
$6,182
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
84
shares
|
$5,041
0.0% of portfolio
|
Q3 2023
Added 200.0%
|