INVESCO EXCH TRADED FD TR II PSCC
S&P SMLCP STAP · ETP · CUSIP 46138E172
38
institutional holders
+3 vs Q1 2026
374.9k
shares reported held*
$13.3mreported value*
5 new
11 added
9 reduced
4 sold out
net bought ≈ $23.1k (+655 shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $35.35.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 33 |
| Q4 2022 | 38 |
| Q1 2023 | 32 |
| Q2 2023 | 42 |
| Q3 2023 | 42 |
| Q4 2023 | 44 |
| Q1 2024 | 46 |
| Q2 2024 | 40 |
| Q3 2024 | 40 |
| Q4 2024 | 40 |
| Q1 2025 | 45 |
| Q2 2025 | 44 |
| Q3 2025 | 44 |
| Q4 2025 | 38 |
| Q1 2026 | 35 |
| Q2 2026 | 38 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 13 | 22 |
| Q4 2024 | 13 | 18 |
| Q1 2025 | 24 | 18 |
| Q2 2025 | 20 | 16 |
| Q3 2025 | 19 | 17 |
| Q4 2025 | 15 | 23 |
| Q1 2026 | 10 | 20 |
| Q2 2026 | 16 | 13 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +8.8k |
| MORGAN STANLEY | Added | +7.2k |
| TWO SIGMA INVESTMENTS, LP | New | +6.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +6.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +6.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +5.9k |
| RAYMOND JAMES FINANCIAL INC | Added | +4.1k |
| Cetera Investment Advisers | Added | +3.6k |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Added | +1.3k |
| Institute for Wealth Management, LLC. | New | +1.1k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -14.4k |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold out | -8.9k |
| LPL Financial LLC | Reduced | -7.8k |
| Winter & Associates, Inc. | Reduced | -5.4k |
| Focus Partners Advisor Solutions, LLC | Reduced | -5.4k |
| Pacific Sun Financial Corp | Reduced | -4.3k |
| Wilmington Savings Fund Society, FSB | Sold out | -3.3k |
| Cornerstone Wealth Management, LLC | Reduced | -700 |
| IHT Wealth Management, LLC | Reduced | -431 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Sold out | -210 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| IHT Wealth Management, LLC 0.04% of their portfolio | 48.0k $1.7m | Reduced -431 |
| LPL Financial LLC 0.00% of their portfolio | 41.1k $1.5m | Reduced -7.8k |
| Pacific Sun Financial Corp 0.59% of their portfolio | 40.6k $1.4m | Reduced -4.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 35.4k $1.2m | Added +4.1k |
| Cassaday & Co Wealth Management LLC 0.01% of their portfolio | 20.0k $705.3k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 18.4k $648.1k | Added +7.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.9k $630.0k | Added +8.8k |
| Betterment LLC 0.00% of their portfolio | 17.4k $614.0k | Reduced -11 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 14.1k $496.0k | Added +6.0k |
| Focus Partners Advisor Solutions, LLC 0.00% of their portfolio | 13.8k $485.9k | Reduced -5.4k |
| Winter & Associates, Inc. 0.37% of their portfolio | 13.8k $485.9k | Reduced -5.4k |
| Cetera Investment Advisers 0.00% of their portfolio | 11.8k $414.7k | Added +3.6k |
| COMPASS FINANCIAL MANAGEMENT LLC 0.05% of their portfolio | 11.3k $423.8k | First filing |
| INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio | 10.4k $366.3k | Added +37 |
| Cornerstone Wealth Management, LLC 0.01% of their portfolio | 9.9k $349.0k | Reduced -700 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.03% of their portfolio | 8.4k $294.6k | Added +1.3k |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 7.6k $266.6k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 6.8k $239.8k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.1k $213.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 5.9k $208.9k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 3.2k $112.6k | Added +55 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 2.2k $76.5k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 1.8k $63.5k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.3k $45.7k | Reduced -29 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.2k $44.0k | First filing |
| Founders Financial Alliance, LLC 0.01% of their portfolio | 1.2k $42.3k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.1k $37.9k | Added +2 |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 1.1k $37.0k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 900 $31.7k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 708 $25.0k | Unchanged |
| Basepoint Wealth LLC 0.01% of their portfolio | 700 $24.7k | New |
| UBS Group AG 0.00% of their portfolio | 521 $18.4k | Added +47 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 400 $20.9k | Added +170 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 97 $3.4k | Reduced -69 |
| Wagner Wealth Management, LLC 0.00% of their portfolio | 59 $2.1k | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 36 $1.3k | Unchanged |
| Founders Capital Management 0.00% of their portfolio | 16 $559 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $28 | Unchanged |