SEC 13F Intelligence

PSLINVESCO EXCHANGE TRADED FD T

CUSIP 46137V886 · Yahoo Finance ↗ · Google Finance ↗

Invesco Exchange Traded Fd T (PSL) has 55 institutional holders in Filings Flow’s 13F database, together reporting 355.7K shares worth $39M as of Q1 2026. The largest reported holders are Imc-Chicago, LLC, Lpl Financial LLC, and Morgan Stanley.

Institutional Holders
56
Q1 2026
Reported Value
$39M
Ticker
PSL
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 34Q2 ’19Q3 ’19: 33Q4 ’19: 42Q1 ’20: 37Q2 ’20: 36Q2 ’20Q3 ’20: 36Q4 ’20: 38Q1 ’21: 39Q2 ’21: 40Q2 ’21Q3 ’21: 41Q4 ’21: 41Q1 ’22: 46Q2 ’22: 47Q2 ’22Q3 ’22: 47Q4 ’22: 53Q1 ’23: 48Q2 ’23: 48Q2 ’23Q3 ’23: 41Q4 ’23: 42Q1 ’24: 46Q2 ’24: 45Q2 ’24Q3 ’24: 46Q4 ’24: 53Q1 ’25: 58Q2 ’25: 58Q2 ’25Q3 ’25: 58Q4 ’25: 58Q1 ’26: 56filingsflow.com
Total reported value
Q2 ’19: $41MQ2 ’19Q3 ’19: $38MQ4 ’19: $40MQ1 ’20: $32MQ2 ’20: $27MQ2 ’20Q3 ’20: $27MQ4 ’20: $25MQ1 ’21: $22MQ2 ’21: $22MQ2 ’21Q3 ’21: $23MQ4 ’21: $34MQ1 ’22: $28MQ2 ’22: $48MQ2 ’22Q3 ’22: $45MQ4 ’22: $50MQ1 ’23: $48MQ2 ’23: $46MQ2 ’23Q3 ’23: $22MQ4 ’23: $17MQ1 ’24: $20MQ2 ’24: $16MQ2 ’24Q3 ’24: $18MQ4 ’24: $21MQ1 ’25: $27MQ2 ’25: $44MQ2 ’25Q3 ’25: $35MQ4 ’25: $34MQ1 ’26: $39Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Maltin Wealth Management, Inc.$262M AUM0.55%$1M13.2KQ1 2026
Financial Management Professionals, Inc.$1.1B AUM0.31%$3M25.1KQ2 2025OLDER
Independent Wealth Advisors LLC$102M AUM0.25%$250,1622.3KQ1 2026
WealthBridge Capital Management, LLC$434M AUM0.20%$876,1268.1KQ1 2026
PACIFIC SUN FINANCIAL CORP$206M AUM0.17%$355,2923.3KQ1 2026
Selective Wealth Management, Inc.$338M AUM0.06%$203,3611.8KQ1 2026
Asset One Wealth Management LLC$904M AUM0.03%$237,7412.2KQ4 2025OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.03%$62,960580Q1 2026
MTM Investment Management, LLC$316M AUM0.03%$98,820899Q3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$659,6586.1KQ1 2026
JNBA Financial Advisors$1.2B AUM0.01%$173,6571.6KQ1 2026
New Millennium Group LLC$231M AUM0.01%$28,250281Q4 2025OLDER
Sigma Planning Corp$3.6B AUM0.01%$345,8483.2KQ1 2026
Manchester Capital Management LLC$694M AUM0.01%$65,132600Q1 2026
Nova Wealth Management, Inc.$154M AUM0.01%$14,003129Q1 2026
Rossby Financial, LCC$489M AUM0.01%$38,461356Q1 2026
Meridian Wealth Management, LLC$2.8B AUM0.01%$219,4932.0KQ1 2026
PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM0.01%$546,0005.0KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$259,5492.4KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.01%$257,4672.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.01%$585,8765.4KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$62,343574Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$91,182844Q1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$315,1482.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M23.3KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$545,2864.9KQ2 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$8M72.2KQ1 2026
Strengthening Families & Communities, LLC$401M AUM0.00%$11,281104Q1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.00%$253,5772.3KQ1 2026
Capital Investment Counsel, Inc$816M AUM0.00%$20,086200Q4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M20.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$867,0008.0KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$330,7103.3KQ1 2026
Key FInancial Inc$562M AUM0.00%$11,941110Q1 2026
Capital Analysts, LLC$3.6B AUM0.00%$74,000685Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$19,891183Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$78,941786Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$490,7804.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M31.5KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$173,6841.6KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$552,3565.5KQ4 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$230,0002.1KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$356,0113.3KQ1 2026
MAI Capital Management$17.7B AUM0.00%$76,421704Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$597,8465.6KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3,56533Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M29.9KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$3M31.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$212,0391.9KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M9.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$43,861437Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$10,63898Q1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M11.7KQ1 2026
UBS Group AG$666.3B AUM0.00%$890,3438.2KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$450,6384.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$931,8138.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$264,1412.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$5,42850Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$376,2423.5KQ1 2026
COMERICA BANK$25.1B AUM0.00%$14,942135Q2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$243,0002.2KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$25,062228Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$10,855100Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1,09910Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$4,01637Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,03928Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$2,74325Q1 2026
FMR LLC$1.90T AUM0.00%$138,3111.3KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$3,58233Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.