HolderBook

INVESCO EXCH TRADED FD TR II (PSCH)

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

74
Reporting holders
$34.4M
Reported value
0.7%
Held as options
+6
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
BANK OF AMERICA CORP /DE/$4.3M81,3540.00%31q+82.4%+$1.9M
IHT Wealth Management, LLC$3.1M60,1200.07%10q-6.7%-$226.3K
MORGAN STANLEY$2.6M49,2450.00%33q+9.5%+$222.9K
WELLS FARGO & COMPANY/MN$2.5M48,6070.00%31q-41.2%-$1.8M
LPL Financial LLC$2.4M45,6010.00%31q+12.2%+$259.6K
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.4M27,4030.17%2q+0.6%+$9.1K
ROYAL BANK OF CANADA$1.3M25,7460.00%31q-8.5%-$124.8K
Beacon Pointe Advisors, LLC$1.3M24,6260.01%25q+355.3%+$1.0M
RAYMOND JAMES FINANCIAL INC$1.1M21,8000.00%7q+57.0%+$414.4K
Montecito Bank & Trust$1.1M21,2070.17%30q-3.5%-$40.5K
UBS Group AG$1.1M20,8910.00%31q-6.2%-$72.6K
McGuire Investment Group, LLC$800.2K15,2810.07%17q+1.4%+$11.0K
AMERIPRISE FINANCIAL INC$685.4K13,0890.00%31q-49.3%-$666.4K
Pacific Sun Financial Corp$684.4K13,0700.28%25q-43.9%-$535.3K
ENVESTNET ASSET MANAGEMENT INC$651.4K12,4400.00%31q-12.4%-$92.0K
WBI INVESTMENTS, LLC$597.8K11,4160.15%17q+5.7%+$32.1K
Gladstone Institutional Advisory LLC$516.4K9,8620.02%2q+15.0%+$67.2K
Cordoba Advisory Partners LLC$498.1K9,5140.11%3q-1.7%-$8.5K
Cascade Financial Partners, LLC$494.4K9,4410.04%10q-11.7%-$65.4K
Cetera Investment Advisers$466.5K8,9080.00%6q-14.8%-$80.9K
OSAIC HOLDINGS, INC.$416.7K7,9560.00%26q+78.5%+$183.2K
Baird Financial Group, Inc.$397.6K7,5930.00%29qHELD
Kovack Advisors, Inc.$395.3K7,5480.02%newNEW
Somerset Trust Co$394.5K7,5340.11%31qHELD
ALPINE WOODS CAPITAL INVESTORS, LLC$392.8K7,5000.09%31qHELD
Chicago Partners Investment Group LLC$371.1K7,0070.01%6q+6.1%+$21.2K
NTV Asset Management LLC$350.9K6,7000.03%31q-10.1%-$39.3K
NewEdge Advisors, LLC$343.2K3,7140.00%newNEW
Wealthcare Advisory Partners LLC$329.6K6,2940.01%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$287.0K5,4800.00%31q+0.5%+$1.5K
HighTower Advisors, LLC$280.0K5,3460.00%9q+1.4%+$4.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$251.0K4,7930.00%4q-87.6%-$1.8M
Belvedere Trading LLC$225.2Koptions only0.00%newOPTIONS
Creative Planning$219.8K4,1970.00%newNEW
Essex Financial Services, Inc.$209.4K3,9990.01%newNEW
KLINGENSTEIN FIELDS & CO LP$208.7K3,9850.01%newNEW
MERIDIAN INVESTMENT COUNSEL INC.$204.7K3,9090.04%newNEW
Fiduciary Trust Co$200.3K3,8250.00%newNEW
JONES FINANCIAL COMPANIES LLLP$168.8K3,2110.00%9q+3.7%+$6.1K
HARBOUR INVESTMENTS, INC.$163.0K3,1130.00%4q-12.3%-$22.9K
Steward Partners Investment Advisory, LLC$145.2K2,7720.00%29qHELD
Register Financial Advisors LLC$107.5K2,0520.03%3qHELD
Wiser Advisor Group LLC$95.2K1,8180.10%4qHELD
FMR LLC$55.3K1,0560.00%31q+1.3%
Global Retirement Partners, LLC$47.9K9150.00%newNEW
Tower Research Capital LLC (TRC)$44.4K8480.00%31q-97.2%-$1.5M
JPMORGAN CHASE & CO$37.9K7250.00%22q-86.0%-$233.3K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$35.4K6760.00%12qHELD
Allspring Global Investments Holdings, LLC$32.4K6050.00%newNEW
Rockefeller Capital Management L.P.$31.4K6000.00%4qHELD
Greykasell Wealth Strategies, Inc.$30.5K5820.01%6qHELD
Farther Finance Advisors, LLC$20.9K4000.00%newNEW
Aptus Capital Advisors, LLC$20.7K3960.00%7qHELD
PNC Financial Services Group, Inc.$14.1K2700.00%31qHELD
Institute for Wealth Management, LLC.$12.6K2400.00%newNEW
SOA Wealth Advisors, LLC.$12.6K2400.00%23qHELD
PURSUIT WEALTH STRATEGIES, LLC$10.4K1980.01%3qHELD
Spire Wealth Management$9.8K1870.00%22qHELD
Capital Investment Advisory Services, LLC$7.9K1510.00%18qHELD
Founders Financial Alliance, LLC$7.7K1470.00%2qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.4K1410.00%31qHELD
Key Financial Inc$7.4K1410.00%23qHELD
MERCER GLOBAL ADVISORS INC /ADV$6.4K1220.00%newNEW
GAMMA Investing LLC$6.3K1200.00%10qHELD
Qube Research & Technologies Ltd$4.7K890.00%8q-29.4%-$1.9K
NFSG Corp$3.0K570.00%7qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.5K480.00%3qHELD
Wagner Wealth Management, LLC$2.0K390.00%9qHELD
EVOLUTION WEALTH MANAGEMENT INC.$1.7K330.00%4qHELD
Integrated Wealth Concepts LLC$1.5K290.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.1K210.00%9qHELD
Copeland Capital Management, LLC$628120.00%newNEW
Cambridge Investment Research Advisors, Inc.$60811,6060.00%newNEW
HARBOR CAPITAL ADVISORS, INC.$52410,0030.04%3q-69.1%-$1.2K
FIFTH THIRD BANCORP$46090.00%newNEW
PARK AVENUE SECURITIES LLC$2314,4110.00%4q-35.1%
HUNTINGTON NATIONAL BANK$5210.00%19qHELD

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 202674$34.4M649,0651715170.7%
Q1 202668$28.6M696,165811170.0%
Q4 202568$32.1M727,514713190.0%
Q3 202567$27.7M666,805117270.0%
Q2 202562$26.5M660,20845200.0%
Q1 202567$31.7M734,567310250.0%
Q4 202475$36.3M816,673513180.0%
Q3 202475$40.6M880,069710190.0%
Q2 202474$40.6M951,60296270.0%
Q1 202476$68.3M1,585,206138230.0%
Q4 202370$52.5M1,235,118611250.0%
Q3 202369$47.9M1,267,80265810.6%
Q2 202367$64.8M485,760314211.0%
Q1 202377$61.5M463,577812261.3%
Q4 202277$74.0M561,041811270.0%
Q3 202294$76.4M580,532720250.0%
Q2 202294$79.6M581,461617330.0%
Q1 2022104$95.4M591,9171116350.0%
Q4 2021107$124.9M695,9711323260.0%
Q3 202197$119.4M653,979725270.0%
Q2 2021102$125.5M648,6271729180.0%
Q1 202193$112.7M612,6041522250.0%
Q4 202085$133.5M785,6121222210.0%
Q3 202075$113.5M913,7291013260.0%
Q2 202074$153.3M1,145,616817260.0%
Q1 202084$100.3M969,1711216290.0%
Q4 201990$167.9M1,299,2171517260.0%
Q3 201987$118.7M1,046,195819300.0%
Q2 201986$137.0M1,162,313823320.0%
Q1 2019101$220.1M2,045,9781520340.3%
Q4 2018106$224.9M2,088,2142040.0%