INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH)

CUSIP: 46138E149

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / S&P SMLCP HELT
Total 13F shares
682,476
Share change
-78,447
Total reported value
$27,342,854
Price per share
$40.07
Number of holders
66
Value change
-$3,239,102
Number of buys
13
Number of sells
34

Quarterly Holders Quick Answers

What is CUSIP 46138E149?
CUSIP 46138E149 identifies PSCH - INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of PSCH - INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) as of Q2 2025

As of 30 Jun 2025, INVESCO EXCH TRADED FD TR II - S&P SMLCP HELT (PSCH) was held by 66 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 682,476 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, WBI INVESTMENTS, LLC, PACIFIC SUN FINANCIAL CORP, UBS Group AG, Virtu Financial LLC, BANK OF AMERICA CORP /DE/, MGB Wealth Management, LLC, and IHT Wealth Management, LLC. This page lists 66 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
70
Q2 2025 holders
66
Holder diff
-4
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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