HolderBook

INVESCO EXCH TRADED FD TR II (PSCD)

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

23
Reporting holders
$7.1M
Reported value
0.0%
Held as options
+2
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
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.5M12,9630.18%2q+9.5%+$133.3K
EP Wealth Advisors, LLC$1.4M11,7500.01%5q-0.8%-$10.5K
GOLDMAN SACHS GROUP INC$534.5K4,5150.00%22qHELD
RAYMOND JAMES FINANCIAL INC$500.8K4,2310.00%7q-14.0%-$81.7K
BANK OF AMERICA CORP /DE/$446.3K3,7700.00%31q+2.7%+$11.8K
MORGAN STANLEY$407.2K3,4390.00%33q-26.5%-$146.6K
Gladstone Institutional Advisory LLC$398.9K3,3700.01%2q+20.4%+$67.6K
LPL Financial LLC$339.5K2,8680.00%23q-6.6%-$23.9K
CITADEL ADVISORS LLC$337.7K2,8530.00%newNEW
OSAIC HOLDINGS, INC.$314.7K2,6560.00%26q+16.6%+$44.8K
JANE STREET GROUP, LLC$252.1K2,1300.00%newNEW
Beacon Pointe Advisors, LLC$239.2K2,0210.00%5qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$214.3K1,8100.00%2q-79.6%-$837.3K
Steward Partners Investment Advisory, LLC$48.6K4110.00%29qHELD
Institute for Wealth Management, LLC.$38.5K3250.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$29.6K2500.00%newNEW
Capital Investment Advisory Services, LLC$18.7K1580.00%18q+0.6%
MPWM ADVISORY SOLUTIONS, LLC$17.3K1460.01%7qHELD
Triumph Capital Management$10.3K870.00%3qHELD
Key Financial Inc$8.6K730.00%23qHELD
PURSUIT WEALTH STRATEGIES, LLC$8.4K710.01%3qHELD
JONES FINANCIAL COMPANIES LLLP$3.6K300.00%7qHELD
Virtu Financial LLC$2.1K18,0130.07%7q+13.3%
WELLS FARGO & COMPANY/MN$300.00%31q-100.0%

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 202623$7.1M59,9274560.0%
Q1 202621$6.5M62,8523350.0%
Q4 202520$4.9M47,0703430.0%
Q3 202519$4.0M35,6861170.0%
Q2 202522$5.9M58,1254460.0%
Q1 202521$5.1M55,6763830.0%
Q4 202424$7.1M65,4003440.0%
Q3 202424$6.6M59,6364540.0%
Q2 202424$6.3M62,4163550.0%
Q1 202425$23.2M212,4112880.0%
Q4 202326$15.1M145,8525940.0%
Q3 202322$9.4M110,1443580.0%
Q2 202321$6.3M68,4162680.0%
Q1 202320$5.9M66,7463560.0%
Q4 202220$5.6M70,5021660.0%
Q3 202223$7.2M77,17533423.6%
Q2 202225$8.3M111,0963680.0%
Q1 202228$12.3M133,23073100.0%
Q4 202129$17.9M160,97123130.0%
Q3 202132$24.6M228,15308120.0%
Q2 202140$65.0M554,031151170.0%
Q1 202129$40.0M356,21411840.0%
Q4 202019$6.8M83,0485540.0%
Q3 202014$3.8M59,9271350.0%
Q2 202020$19.5M354,7633380.0%
Q1 202019$5.5M153,4575260.0%
Q4 201923$10.6M166,3951490.0%
Q3 201922$9.7M160,20723100.0%
Q2 201922$16.1M270,1811680.0%
Q1 201931$61.7M1,019,8449780.0%
Q4 201822$50.0M912,8230110.0%