HolderBook

INVESCO EXCH TRADED FD TR II (PSCI)

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

55
Reporting holders
$91.8M
Reported value
0.0%
Held as options
+7
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/$28.2M151,4570.00%31q-6.0%-$1.8M
UBS Group AG$9.3M49,8690.00%31q-5.7%-$558.2K
LPL Financial LLC$8.8M47,2000.00%22q+97.3%+$4.3M
TOP Private Wealth LLC.$5.6M29,9355.34%newFIRST
SALEM INVESTMENT COUNSELORS INC$4.6M24,7930.11%29qHELD
OSAIC HOLDINGS, INC.$4.0M21,4970.00%14q+6.9%+$258.7K
Private Advisor Group, LLC$3.8M20,2330.02%12q+238.5%+$2.7M
Modern Wealth Management, LLC$3.6M19,3280.04%newNEW
MORGAN STANLEY$3.4M18,2790.00%33q+28.4%+$753.2K
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.0M10,7120.24%2q+7.1%+$132.1K
WELLS FARGO & COMPANY/MN$1.7M9,1630.00%31q-46.1%-$1.5M
Independent Wealth Advisors LLC$1.7M9,1201.54%3q+0.7%+$12.5K
RAYMOND JAMES FINANCIAL INC$1.6M8,7600.00%7qHELD
MML INVESTORS SERVICES, LLC$1.2M6,4260.00%11q+15.7%+$161.9K
CITADEL ADVISORS LLC$1.2M6,2150.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$1.1M5,8240.00%4q+30.3%+$252.1K
Coppell Advisory Solutions LLC$1.1M110.09%newNEW
Prospera Financial Services Inc$1.0M5,4820.01%newNEW
Independent Wealth Network Inc.$818.9K4,4010.21%2q-18.5%-$185.7K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$744.2K4,0000.01%newNEW
BAROMETER CAPITAL MANAGEMENT INC.$595.4K3,2000.17%newNEW
Gladstone Institutional Advisory LLC$527.1K2,8330.02%2q+9.0%+$43.4K
JONES FINANCIAL COMPANIES LLLP$521.3K2,8180.00%8q+90.1%+$247.2K
Cetera Investment Advisers$516.5K2,7760.00%6q-0.7%-$3.5K
Rockefeller Capital Management L.P.$511.5K2,7490.00%4qHELD
Equitable Holdings, Inc.$501.2K2,6940.00%newNEW
Global Retirement Partners, LLC$418.6K2,2500.01%newNEW
HighTower Advisors, LLC$382.2K2,0540.00%9qHELD
US BANCORP \DE\$372.1K2,0000.00%31q-1.7%-$6.3K
JPMORGAN CHASE & CO$361.8K1,9590.00%9q+2.0%+$7.0K
ROYAL BANK OF CANADA$354.0K1,9050.00%31q-2.6%-$9.3K
Koshinski Asset Management, Inc.$345.7K1,8580.02%8q-9.7%-$37.2K
BANK OF MONTREAL /CAN/$334.0K1,7950.00%newNEW
Novak & Powell Financial Services, Inc.$273.0K1,4670.13%4qHELD
Baird Financial Group, Inc.$232.2K1,2480.00%newNEW
SONATA CAPITAL GROUP INC$217.0K1,1660.07%newNEW
Private Advisory Group LLC$203.9K1,0960.01%newNEW
PRIVATE TRUST CO NA$196.7K1,0570.02%12qHELD
HARBOUR INVESTMENTS, INC.$180.9K9720.00%13qHELD
VALLEY NATIONAL ADVISERS INC$163.7K8800.02%11qHELD
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$104.7K5630.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$82.2K4420.00%newNEW
Copia Wealth Management$60.7K3260.04%7q+55.2%+$21.6K
FMR LLC$40.1K2150.00%18q-23.5%-$12.3K
Steward Partners Investment Advisory, LLC$23.8K1280.00%29qHELD
Harbor Asset Planning, Inc.$20.1K1080.02%5qHELD
Key Financial Inc$19.7K1060.00%23qHELD
GAMMA Investing LLC$18.2K980.00%9qHELD
PURSUIT WEALTH STRATEGIES, LLC$8.0K430.01%3qHELD
PNC Financial Services Group, Inc.$6.9K370.00%31qHELD
Triumph Capital Management$6.1K330.00%3qHELD
Russell Investments Group, Ltd.$5.0K270.00%4qHELD
Lummis Asset Management, LP$3.2K170.00%3qHELD
LAZARD ASSET MANAGEMENT LLC$2.9K160.00%newNEW
Allspring Global Investments Holdings, LLC$2.0K110.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.2K6,5800.00%2q+263.7%
Aptus Capital Advisors, LLC$93050.00%12qHELD
CX Institutional$2351,2610.01%4qHELD

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 202655$91.8M493,646151290.0%
Q1 202648$74.8M483,65081950.0%
Q4 202548$65.2M434,23961490.0%
Q3 202546$64.4M431,30091070.0%
Q2 202541$52.7M397,726110180.0%
Q1 202549$108.4M912,06358190.0%
Q4 202460$127.5M948,6651214150.0%
Q3 202450$120.5M911,216713110.0%
Q2 202449$109.6M913,00389150.0%
Q1 202448$129.4M1,024,34791870.0%
Q4 202341$109.2M944,626217120.0%
Q3 202345$93.1M937,60981750.0%
Q2 202346$72.6M697,845201040.0%
Q1 202329$37.8M396,5836540.0%
Q4 202232$29.2M328,8555680.0%
Q3 202229$28.1M360,5375750.0%
Q2 202229$33.0M404,3794570.0%
Q1 202231$38.7M419,35056100.0%
Q4 202128$76.3M774,3014770.0%
Q3 202125$74.7M822,3571590.0%
Q2 202128$79.7M852,6956950.0%
Q1 202125$39.1M416,5908650.0%
Q4 202016$30.7M384,7132540.0%
Q3 202016$23.5M375,1082270.0%
Q2 202016$14.2M241,8021260.0%
Q1 202021$16.0M332,4062290.0%
Q4 201930$31.1M433,10053130.0%
Q3 201927$31.0M461,33126110.0%
Q2 201930$32.1M482,38533100.0%
Q1 201935$29.1M462,69345130.0%
Q4 201835$59.1M1,060,8201020.0%