HolderBook

INVESCO EXCHANGE TRADED FD T (PSL)

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

54
Reporting holders
$33.1M
Reported value
0.0%
Held as options
+3
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
MORGAN STANLEY$4.8M42,4230.00%33q+35.4%+$1.2M
LPL Financial LLC$4.0M35,9540.00%31q+14.2%+$499.7K
BANK OF AMERICA CORP /DE/$3.3M29,3460.00%31q-1.8%-$60.9K
COMMONWEALTH EQUITY SERVICES, LLC$2.6M22,8360.00%31q-1.9%-$50.1K
Cetera Investment Advisers$2.3M20,1350.00%10q-1.1%-$25.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M14,7040.00%7q+71.3%+$685.4K
Maltin Wealth Management, Inc.$1.6M14,3840.54%25q+8.9%+$132.1K
GOLDMAN SACHS GROUP INC$1.4M12,8470.00%31q+10.1%+$132.5K
WELLS FARGO & COMPANY/MN$1.0M9,0480.00%31q-51.8%-$1.1M
Tower Research Capital LLC (TRC)$989.2K8,8320.02%21q+269.4%+$721.4K
WealthBridge Capital Management, LLC$904.0K8,0710.18%31qHELD
UBS Group AG$823.0K7,3480.00%31q-10.4%-$95.6K
J.W. COLE ADVISORS, INC.$676.5K6,0400.01%10q-0.6%-$4.1K
JONES FINANCIAL COMPANIES LLLP$670.0K5,9490.00%9q+7.1%+$44.4K
Farther Finance Advisors, LLC$669.9K5,9810.01%6q+10.3%+$62.5K
MML INVESTORS SERVICES, LLC$537.5K4,8000.00%6q+6.2%+$31.2K
Geneos Wealth Management Inc.$531.3K4,7440.01%33q+100.0%+$265.6K
Equitable Holdings, Inc.$366.0K3,2680.00%26q-0.8%-$2.8K
Sigma Planning Corp$356.4K3,1820.01%10qHELD
Pacific Sun Financial Corp$355.4K3,1730.15%25q-3.1%-$11.2K
OSAIC HOLDINGS, INC.$326.1K2,9100.00%26q-11.2%-$41.2K
Stratos Wealth Partners, LTD.$325.3K2,9040.00%22qHELD
Envision Financial Transparency, LLC$266.0K4,9270.23%newNEW
BENJAMIN EDWARDS INC$261.6K2,3360.00%7qHELD
Independent Wealth Advisors LLC$258.3K2,3060.23%3qHELD
ROYAL BANK OF CANADA$249.0K2,2260.00%31qHELD
JANE STREET GROUP, LLC$228.4K2,0390.00%newNEW
Meridian Wealth Management, LLC$226.5K2,0220.01%8qHELD
RAYMOND JAMES FINANCIAL INC$225.9K2,0170.00%7q-17.1%-$46.6K
Selective Wealth Management, Inc.$210.8K1,8480.06%2qHELD
Steward Partners Investment Advisory, LLC$179.2K1,6000.00%27qHELD
JNBA Financial Advisors$174.5K1,5580.01%31q-2.6%-$4.7K
FMR LLC$142.7K1,2740.00%28qHELD
Global Retirement Partners, LLC$88.3K7880.00%16qHELD
Manchester Capital Management LLC$67.2K6000.01%13qHELD
BELLEVUE ASSET MANAGEMENT, LLC$65.0K5800.03%27qHELD
Capital Investment Advisory Services, LLC$64.4K5750.00%18qHELD
Rossby Financial, LCC$39.9K3560.01%6qHELD
10Elms LLP$34.8K3110.01%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$30.0K2680.00%newFIRST
Capital Investment Counsel, Inc$22.4K2000.00%newNEW
Transamerica Financial Advisors, LLC$20.5K1830.00%17qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.8K1500.00%newNEW
Nova Wealth Management, Inc.$14.4K1290.01%6qHELD
Key Financial Inc$12.3K1100.00%6qHELD
Strengthening Families & Communities, LLC$11.6K1040.00%19qHELD
HARBOUR INVESTMENTS, INC.$11.0K980.00%10qHELD
BLAIR WILLIAM & CO/IL$4.1K370.00%7qHELD
Qube Research & Technologies Ltd$3.8K340.00%18q+3.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.7K330.00%3qHELD
PRIVATE TRUST CO NA$3.2K290.00%newNEW
Federation des caisses Desjardins du Quebec$3.1K280.00%33qHELD
NewEdge Advisors, LLC$2.8K250.00%newNEW
Cambridge Investment Research Advisors, Inc.$1.8K15,7440.00%21q+97.2%
CITIGROUP INC$1.6K140.00%newNEW
PEAPACK GLADSTONE FINANCIAL CORP$5645,0320.01%16qHELD
Janney Montgomery Scott LLC$2382,1280.00%2qHELD
FLOW TRADERS U.S. LLC$2131,8980.01%newNEW
Capital Analysts, LLC$554930.00%12q-28.0%

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 202654$33.1M297,684811110.0%
Q1 202651$38.3M353,372210180.0%
Q4 202556$31.7M315,541611190.0%
Q3 202553$28.4M258,137610130.0%
Q2 202551$37.3M337,16518190.0%
Q1 202554$32.5M300,02071570.0%
Q4 202450$31.4M299,30457140.0%
Q3 202445$27.8M272,71941390.0%
Q2 202444$23.7M241,56764140.9%
Q1 202445$36.6M372,02886150.8%
Q4 202341$30.2M330,56638170.0%
Q3 202342$30.1M361,000411100.0%
Q2 202346$31.9M368,008812130.0%
Q1 202344$35.4M411,299213180.0%
Q4 202251$59.7M747,577914150.0%
Q3 202254$56.7M757,875317220.0%
Q2 202256$64.1M816,0231120140.0%
Q1 202255$41.4M484,9781021120.0%
Q4 202150$46.3M506,930313190.0%
Q3 202149$34.9M389,837414170.0%
Q2 202148$35.6M380,760515150.0%
Q1 202147$35.2M379,662613130.0%
Q4 202048$39.6M462,748610190.0%
Q3 202045$43.9M578,05768180.0%
Q2 202046$43.5M668,98957210.0%
Q1 202048$50.6M898,509613150.0%
Q4 201954$81.1M1,094,698911180.0%
Q3 201946$76.9M1,066,073418140.0%
Q2 201946$77.6M1,079,208618140.0%
Q1 201944$81.2M1,149,1541110140.0%
Q4 201842$68.9M1,056,4351220.0%