HolderBook

INVESCO EXCH TRADED FD TR II (PSCC)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

36
Reporting holders
$12.1M
Reported value
0.0%
Held as options
+4
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
IHT Wealth Management, LLC$1.7M48,0250.04%8q-0.9%-$15.2K
LPL Financial LLC$1.5M41,1410.00%31q-15.9%-$275.0K
Pacific Sun Financial Corp$1.4M40,5900.59%25q-9.5%-$150.4K
RAYMOND JAMES FINANCIAL INC$1.2M35,3520.00%7q+13.0%+$143.4K
Cassaday & Co Wealth Management LLC$705.3K20,0000.01%3qHELD
MORGAN STANLEY$648.1K18,3780.00%33q+63.7%+$252.3K
BANK OF AMERICA CORP /DE/$630.0K17,8660.00%31q+97.8%+$311.5K
Focus Partners Advisor Solutions, LLC$485.9K13,7790.00%6q-28.3%-$192.1K
Winter & Associates, Inc.$485.9K13,7790.37%3q-28.3%-$192.1K
COMPASS FINANCIAL MANAGEMENT LLC$423.8K11,2990.05%newFIRST
Cetera Investment Advisers$414.7K11,7580.00%6q+43.3%+$125.3K
INTEGRITY ALLIANCE, LLC.$366.3K10,3860.01%4qHELD
Cornerstone Wealth Management, LLC$349.0K9,8960.01%6q-6.6%-$24.7K
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$294.6K8,3530.03%2q+18.0%+$45.0K
CreativeOne Wealth, LLC$266.6K7,5600.01%8qHELD
TWO SIGMA INVESTMENTS, LP$239.8K6,8000.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$213.5K6,0550.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$208.9K5,9240.00%newNEW
Steward Partners Investment Advisory, LLC$112.6K3,1940.00%6q+1.8%+$1.9K
BANK OF MONTREAL /CAN/$76.5K2,1700.00%27qHELD
Geneos Wealth Management Inc.$63.5K1,8000.00%33qHELD
OSAIC HOLDINGS, INC.$45.7K1,2940.00%26q-2.2%-$1.0K
Global Retirement Partners, LLC$44.0K1,2480.00%newNEW
Founders Financial Alliance, LLC$42.3K1,2000.01%2qHELD
PNC Financial Services Group, Inc.$37.9K1,0760.00%31qHELD
Institute for Wealth Management, LLC.$37.0K1,0500.00%newNEW
US BANCORP \DE\$31.7K9000.00%31qHELD
ROYAL BANK OF CANADA$25.0K7080.00%31qHELD
Basepoint Wealth LLC$24.7K7000.01%newNEW
NewEdge Advisors, LLC$20.9K4000.00%newNEW
UBS Group AG$18.4K5210.00%31q+9.9%+$1.7K
Russell Investments Group, Ltd.$3.4K970.00%4q-41.6%-$2.4K
Wagner Wealth Management, LLC$2.1K590.00%9qHELD
Key Financial Inc$1.3K360.00%20qHELD
Betterment LLC$61417,3970.00%5qHELD
Founders Capital Management$559160.00%14qHELD
Cambridge Investment Research Advisors, Inc.$49614,0720.00%31q+74.3%
WELLS FARGO & COMPANY/MN$2810.00%31q-50.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202636$12.1M343,4117790.0%
Q1 202632$10.6M335,96735110.0%
Q4 202536$11.5M371,35749110.0%
Q3 202541$12.7M384,429511120.0%
Q2 202538$11.6M349,348214110.0%
Q1 202540$14.3M406,624911100.0%
Q4 202436$13.3M350,55345100.0%
Q3 202436$13.8M366,36867120.0%
Q2 202435$15.9M448,58346170.0%
Q1 202440$37.8M1,013,903410130.2%
Q4 202340$47.0M1,223,65447120.0%
Q3 202336$31.7M912,47223220.0%
Q2 202336$26.4M242,25991150.0%
Q1 202326$16.2M147,7074940.0%
Q4 202230$17.7M173,1216590.0%
Q3 202232$18.2M194,6014790.0%
Q2 202230$12.2M120,8151880.0%
Q1 202235$14.9M146,35745130.0%
Q4 202138$18.9M170,86821090.0%
Q3 202135$16.9M167,53481080.0%
Q2 202130$20.0M187,03431040.0%
Q1 202133$11.7M116,4954990.0%
Q4 202030$9.2M105,43363110.0%
Q3 202025$15.9M215,7662570.0%
Q2 202024$13.0M177,0302660.0%
Q1 202028$11.0M173,75351160.0%
Q4 201930$23.7M299,12443140.0%
Q3 201928$19.1M256,38646120.0%
Q2 201931$25.4M347,31018120.0%
Q1 201935$26.4M348,293510140.0%
Q4 201834$30.6M443,4131120.0%