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Get Institutions for : 
Invesco S&P SmallCap Info Tech ETF (PSCT)  
$47.17 0.68 (1.45%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    4
Total shares held : 
 1,802,030  
% of shares held : 
 71.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -48,239  
% of shares held change : 
   -1.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.67  
Last Quarter's Ending Price : 
 $48.25  
Last Quarter's Average Price : 
 $43.43  
Change from last quarter's     
avg. price to the last closing  : 
3.74 (8.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 25,774
 1.43%
 
Increased Positions :
23
 139,186
 7.72%
 
Unchanged Positions :
36
 226,704
 12.58%
 
Decreased Positions :
22
-71,646
-3.98%
 
Closed Positions :
10
-141,553
-7.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2093 - 2023-12-31 284,967 $13,750,000 8,498
   WELLS FARGO & CO/MN 1887 - 2024-03-31 123,341 $5,723,000 3,888
   LPL FINANCIAL CORP 1705 - 2024-03-31 116,285 $5,396,000 21,010
   STIFEL FINANCIAL CORP 1353 - 2023-12-31 66,155 $3,192,000 12,530
   Narus Financial Partners LLC 19 - 2024-03-31 54,339 $2,521,000 5,980
   OPPENHEIMER & CO INC 551 - 2024-03-31 38,078 $1,767,000 3,225
   GREEN SQUARE CAPITAL MANAGEMENT LLC 69 - 2023-12-31 30,050 $1,450,000 4,600
   Wealthcare Advisory Partners LLC 301 - 2024-03-31 30,163 $1,400,000 761
   H D Vest Advisory Services 649 - 2024-03-31 29,319 $1,360,000 2,140
   ENVESTNET ASSET MANAGEMENT INC 2714 - 2023-12-31 27,273 $1,316,000 1,031
   Gladstone Institutional Advisory LLC 289 - 2023-12-31 20,635 $996,000 20,635
   MARINER WEALTH ADVISORS, LLC 1620 - 2023-12-31 16,037 $774,000 449
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2200 - 2024-03-31 16,609 $771,000 449
   JANNEY MONTGOMERY SCOTT LLC 1827 - 2024-03-31 13,056 $606,000 292
   Apollon Wealth Management LLC 650 - 2024-03-31 12,228 $567,000 6,234
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3355 - 2024-03-31 11,432 $530,000 3,450
   COMMONWEALTH EQUITY SERVICES LLC. 2843 - 2024-03-31 10,002 $464,000 410
   Steward Partners Investment Advisory LLC 1091 - 2023-12-31 8,295 $400,000 492
   Beacon Pointe Advisors LLC 1091 - 2023-12-31 5,453 $263,000 2
   FMR LLC 2838 - 2023-12-31 3,674 $177,000 1,020
   Coastal Investment Advisors Inc. 672 - 2024-03-31 297 $14,000 297
  21 Records found
  1    
  Page 1 of 1
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