INVESCO EXCH TRADED FD TR II (PSCT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
120
Reporting holders
$220.6M
Reported value
0.0%
Held as options
+21
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $26.6M | 287,301 | 0.00% | 33q | +16.9%+$3.8M |
| BANK OF AMERICA CORP /DE/ | $25.9M | 280,245 | 0.00% | 31q | +7.3%+$1.8M |
| LPL Financial LLC | $12.7M | 137,157 | 0.00% | 31q | +32.2%+$3.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.1M | 131,429 | 0.01% | 26q | +17.7%+$1.8M |
| Cetera Investment Advisers | $11.6M | 125,322 | 0.01% | 6q | +0.9%+$102.3K |
| GOLDMAN SACHS GROUP INC | $11.1M | 120,380 | 0.00% | 31q | HELD |
| Texas Yale Capital Corp. | $9.0M | 97,110 | 0.19% | 31q | +0.7%+$60.1K |
| WELLS FARGO & COMPANY/MN | $8.4M | 90,446 | 0.00% | 31q | -50.4%-$8.5M |
| Narus Financial Partners, LLC | $5.6M | 60,542 | 1.44% | 12q | -2.1%-$121.8K |
| K.J. Harrison & Partners Inc | $5.5M | 60,000 | 0.79% | new | NEW |
| UBS Group AG | $5.0M | 53,566 | 0.00% | 31q | -5.5%-$286.2K |
| Cordoba Advisory Partners LLC | $4.8M | 51,743 | 1.01% | 3q | -5.6%-$286.1K |
| AMERIPRISE FINANCIAL INC | $4.4M | 47,435 | 0.00% | 31q | -62.2%-$7.2M |
| SYON CAPITAL LLC | $4.2M | 45,165 | 0.18% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 40,328 | 0.00% | 7q | -3.8%-$145.8K |
| TWO SIGMA INVESTMENTS, LP | $2.6M | 27,900 | 0.00% | new | NEW |
| LFG Wealth Partners, LLC | $2.5M | 27,527 | 1.19% | 2q | HELD |
| HARBOUR INVESTMENT MANAGEMENT LLC | $2.5M | 27,020 | 1.29% | 16q | -8.5%-$231.9K |
| SPINNAKER TRUST | $2.3M | 25,300 | 0.11% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 24,684 | 0.00% | 31q | +2.5%+$56.3K |
| Wealthcare Advisory Partners LLC | $2.3M | 24,614 | 0.04% | 16q | -0.6%-$12.9K |
| ROYAL BANK OF CANADA | $2.1M | 22,823 | 0.00% | 31q | -20.6%-$547.9K |
| Pacific Sun Financial Corp | $2.0M | 21,911 | 0.84% | 25q | HELD |
| Prospera Financial Services Inc | $2.0M | 21,633 | 0.03% | new | NEW |
| Mariner, LLC | $2.0M | 21,565 | 0.00% | 16q | HELD |
| Columbus Macro, LLC | $2.0M | 21,138 | 0.19% | 2q | HELD |
| Baltimore-Washington Financial Advisors, Inc. | $1.9M | 20,569 | 0.07% | 8q | HELD |
| ICON ADVISERS INC/CO | $1.7M | 18,000 | 0.31% | 5q | HELD |
| STIFEL FINANCIAL CORP | $1.7M | 17,986 | 0.00% | 31q | +96.8%+$817.6K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $1.6M | 17,393 | 0.19% | 2q | -23.1%-$483.6K |
| HARBOUR INVESTMENTS, INC. | $1.6M | 17,323 | 0.02% | 6q | +170.4%+$1.0M |
| Beacon Pointe Advisors, LLC | $1.6M | 17,207 | 0.01% | 23q | +215.4%+$1.1M |
| McGuire Investment Group, LLC | $1.3M | 13,899 | 0.11% | 17q | +1.9%+$23.7K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 13,368 | 0.07% | 22q | HELD |
| Summit Financial, LLC | $1.2M | 13,200 | 0.01% | new | NEW |
| Cascade Financial Partners, LLC | $1.2M | 12,558 | 0.10% | 10q | -11.3%-$147.9K |
| JBR Co Financial Management Inc | $1.1M | 12,423 | 0.42% | 11q | -2.3%-$27.3K |
| OneDigital Investment Advisors LLC | $1.1M | 12,270 | 0.01% | 26q | HELD |
| Corient Private Wealth LP | $1.1M | 11,874 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $1.1M | 11,440 | 0.00% | 4q | +166.0%+$659.7K |
| Eagle Strategies LLC | $1.0M | 11,001 | 0.10% | 7q | -2.9%-$30.2K |
| Private Advisor Group, LLC | $982.1K | 10,627 | 0.00% | 3q | +46.1%+$310.0K |
| First Growth Capital LLC | $922.8K | 9,986 | 0.70% | 3q | -0.5%-$4.8K |
| Apollon Wealth Management, LLC | $912.1K | 9,870 | 0.01% | 11q | -10.0%-$101.2K |
| COOKSON PEIRCE & CO INC | $907.0K | 9,815 | 0.03% | 2q | +30.8%+$213.7K |
| OSAIC HOLDINGS, INC. | $875.9K | 9,476 | 0.00% | 26q | +14.2%+$109.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $872.6K | 9,442 | 0.13% | 3q | -7.7%-$72.4K |
| Somerset Trust Co | $857.1K | 9,275 | 0.24% | 31q | -2.1%-$18.5K |
| Gladstone Institutional Advisory LLC | $841.6K | 9,107 | 0.03% | 9q | +3.6%+$29.0K |
| Cresset Asset Management, LLC | $715.8K | 7,746 | 0.00% | 13q | HELD |
| Cassaday & Co Wealth Management LLC | $693.1K | 7,500 | 0.01% | 4q | HELD |
| Kestra Advisory Services, LLC | $664.4K | 7,189 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $659.8K | 7,140 | 0.00% | 4q | -26.6%-$239.5K |
| Creative Planning | $614.8K | 6,653 | 0.00% | 31q | -29.7%-$259.4K |
| FMR LLC | $614.4K | 6,648 | 0.00% | 27q | +14.8%+$79.1K |
| Plan Group Financial, LLC | $600.7K | 6,500 | 0.12% | new | NEW |
| Bluespring Wealth Management, LLC | $574.9K | 6,221 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $562.8K | 6,090 | 0.00% | 31q | -1.7%-$9.9K |
| FIFTH THIRD BANCORP | $529.2K | 5,727 | 0.00% | 2q | +1.6%+$8.5K |
| Harbour Capital Advisors, LLC | $523.1K | 6,230 | 0.10% | 5q | +1.0%+$5.0K |
| Yoder Wealth Management, Inc. | $500.7K | 5,418 | 0.20% | 14q | HELD |
| Chicago Partners Investment Group LLC | $492.1K | 6,128 | 0.01% | 6q | HELD |
| Wharton Business Group, LLC | $483.0K | 5,230 | 0.02% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $462.5K | 5,005 | 0.00% | 29q | -16.2%-$89.4K |
| Fulcrum Equity Management | $434.9K | 4,706 | 0.32% | 3q | +30.4%+$101.5K |
| Worth Asset Management, LLC | $434.2K | 4,699 | 0.14% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $394.5K | 4,269 | 0.00% | 3q | +3.5%+$13.3K |
| JONES FINANCIAL COMPANIES LLLP | $382.4K | 4,452 | 0.00% | 9q | +16.3%+$53.7K |
| MML INVESTORS SERVICES, LLC | $372.0K | 4,026 | 0.00% | 13q | -11.5%-$48.2K |
| Bawa N Mallick Trust | $369.6K | 4,000 | 0.12% | 4q | HELD |
| Arkadios Wealth Advisors | $334.9K | 3,624 | 0.01% | 2q | -16.1%-$64.2K |
| Wealthcare Capital Partners, LLC | $334.9K | 3,624 | 0.14% | 5q | -16.1%-$64.2K |
| PFG Investments, LLC | $329.5K | 3,565 | 0.01% | 3q | -2.7%-$9.2K |
| Northstar Group, Inc. | $302.2K | 3,270 | 0.04% | new | NEW |
| Ritter Daniher Financial Advisory LLC / DE | $287.5K | 3,111 | 0.04% | 3q | HELD |
| Walkner Condon Financial Advisors LLC | $282.8K | 3,060 | 0.03% | new | NEW |
| Spire Wealth Management | $271.5K | 2,938 | 0.01% | 22q | -6.7%-$19.6K |
| Bond & Devick Financial Network, Inc. | $269.2K | 2,913 | 0.07% | new | NEW |
| Wealthspire Advisors, LLC | $256.2K | 2,773 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $248.2K | 2,686 | 0.00% | new | NEW |
| Ocean Park Asset Management, LLC | $243.2K | 2,632 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $241.9K | 2,618 | 0.00% | new | NEW |
| OLD NATIONAL BANCORP /IN/ | $233.7K | 2,529 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $230.1K | 2,490 | 0.01% | new | NEW |
| STEEL GROVE CAPITAL ADVISORS, LLC | $221.8K | 2,400 | 0.02% | new | NEW |
| Sandy Cove Advisors, LLC | $221.8K | 2,400 | 0.06% | new | NEW |
| Private Advisory Group LLC | $212.9K | 2,304 | 0.01% | new | NEW |
| Kessler Investment Group, LLC | $212.1K | 2,295 | 0.09% | new | NEW |
| Sigma Planning Corp | $207.9K | 2,250 | 0.01% | new | NEW |
| Cornerstone Wealth Management, LLC | $207.1K | 2,241 | 0.01% | new | NEW |
| MAI Capital Management | $201.8K | 2,184 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $174.8K | 1,892 | 0.00% | 10q | -22.4%-$50.5K |
| Greykasell Wealth Strategies, Inc. | $134.0K | 1,450 | 0.05% | 6q | HELD |
| Farther Finance Advisors, LLC | $122.2K | 1,354 | 0.00% | 4q | +11.3%+$12.5K |
| ARMSTRONG ADVISORY GROUP, INC | $120.6K | 1,305 | 0.01% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $113.7K | 1,230 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $108.1K | 1,170 | 0.01% | 25q | HELD |
| IFG Advisory, LLC | $90.6K | 980 | 0.00% | new | NEW |
| Wilmington Savings Fund Society, FSB | $72.1K | 780 | 0.00% | 8q | HELD |
| CVA Family Office, LLC | $69.3K | 750 | 0.01% | 11q | HELD |
Showing the largest 100 of 122 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 120 | $220.6M | 2,388,490 | 32 | 23 | 27 | 0.0% |
| Q1 2026 | 99 | $132.0M | 2,196,074 | 10 | 30 | 18 | 0.0% |
| Q4 2025 | 103 | $108.6M | 1,916,893 | 14 | 20 | 23 | 0.0% |
| Q3 2025 | 89 | $94.1M | 1,771,460 | 12 | 16 | 20 | 0.0% |
| Q2 2025 | 81 | $82.8M | 1,789,517 | 7 | 16 | 21 | 0.0% |
| Q1 2025 | 84 | $74.7M | 1,863,694 | 9 | 15 | 26 | 0.0% |
| Q4 2024 | 87 | $98.1M | 2,055,565 | 5 | 16 | 22 | 0.0% |
| Q3 2024 | 88 | $96.4M | 2,013,620 | 9 | 15 | 23 | 0.0% |
| Q2 2024 | 88 | $101.6M | 2,176,312 | 12 | 18 | 15 | 0.0% |
| Q1 2024 | 86 | $114.0M | 2,457,271 | 13 | 17 | 16 | 0.0% |
| Q4 2023 | 79 | $96.4M | 1,998,695 | 7 | 18 | 18 | 0.0% |
| Q3 2023 | 77 | $77.2M | 1,762,566 | 5 | 67 | 3 | 0.0% |
| Q2 2023 | 79 | $82.7M | 591,300 | 7 | 16 | 19 | 0.0% |
| Q1 2023 | 73 | $77.9M | 592,228 | 7 | 12 | 15 | 0.0% |
| Q4 2022 | 67 | $73.8M | 624,145 | 6 | 13 | 18 | 0.0% |
| Q3 2022 | 85 | $157.7M | 1,423,348 | 11 | 14 | 21 | 0.0% |
| Q2 2022 | 84 | $153.3M | 1,326,074 | 7 | 14 | 22 | 0.0% |
| Q1 2022 | 87 | $208.7M | 1,501,272 | 11 | 16 | 25 | 0.0% |
| Q4 2021 | 81 | $223.8M | 1,451,062 | 5 | 20 | 15 | 0.0% |
| Q3 2021 | 84 | $175.6M | 1,260,278 | 7 | 21 | 20 | 0.0% |
| Q2 2021 | 84 | $174.0M | 1,212,377 | 16 | 11 | 23 | 0.0% |
| Q1 2021 | 77 | $171.2M | 1,249,416 | 14 | 20 | 13 | 0.0% |
| Q4 2020 | 71 | $142.4M | 1,162,669 | 18 | 14 | 16 | 0.0% |
| Q3 2020 | 59 | $61.8M | 715,219 | 8 | 8 | 19 | 0.0% |
| Q2 2020 | 58 | $63.3M | 727,650 | 11 | 10 | 21 | 0.0% |
| Q1 2020 | 57 | $55.9M | 787,782 | 8 | 11 | 21 | 0.0% |
| Q4 2019 | 71 | $142.3M | 1,483,367 | 13 | 11 | 22 | 0.0% |
| Q3 2019 | 56 | $127.5M | 1,486,147 | 3 | 8 | 24 | 0.0% |
| Q2 2019 | 62 | $134.2M | 1,604,647 | 9 | 13 | 17 | 0.0% |
| Q1 2019 | 65 | $130.8M | 1,630,021 | 7 | 16 | 20 | 0.0% |
| Q4 2018 | 64 | $126.5M | 1,832,244 | 1 | 0 | 2 | 0.0% |