PSCDINVESCO EXCH TRADED FD TR II
CUSIP 46138E180 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Traded Fd Tr II (PSCD) has 22 institutional holders in Filings Flow’s 13F database, together reporting 78.8K shares worth $8M as of Q1 2026. The largest reported holders are Virtu Financial LLC, Ep Wealth Advisors, LLC, and Parr Mcknight Wealth Management Group, LLC.
Institutional Holders
22
Q1 2026
Reported Value
$8M
Ticker
PSCD
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.16% | $1M | 11.8K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.08% | $613,716 | 5.9K | Q4 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.07% | $2M | 15.9K | Q1 2026 |
| DAGCO, INC.$461M AUM | 0.02% | $98,334 | 957 | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $287,604 | 2.8K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $15,002 | 146 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 11.8K | Q1 2026 |
| Kessler Investment Group, LLC$234M AUM | 0.00% | $11,598 | 114 | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $171,975 | 1.5K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $9,938 | 95 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $21,139 | 210 | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $8,939 | 87 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $7,501 | 73 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $16,174 | 157 | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $207,155 | 2.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $234,164 | 2.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $45,169 | 405 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $42,163 | 410 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $505,603 | 4.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $912,750 | 8.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $315,463 | 3.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $463,927 | 4.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $239,225 | 2.1K | Q3 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $480,637 | 4.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $377,100 | 3.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $42,539 | 414 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $28,000 | 288 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,007 | 30 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $90 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.