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Invesco S&P Smallcap Consume (PSCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares32,268 from 41,141
Change-8,873 (-22%)
Value$1.1M (-$389.1K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$658.1K (-$47.2K)
Filed 2026-10-27
Winter & Associates, Inc.
DECREASED
Shares13,718 from 13,779
Change-61 (0%)
Value$485.3K (-$628)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares12,129 from 10,386
Change+1,743 (+17%)
Value$399.1K (+$32.9K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares10,001 from 9,896
Change+105 (+1%)
Value$329.1K (-$19.9K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares8,593 from 8,353
Change+240 (+3%)
Value$282.8K (-$11.8K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,407 from 7,036
Change-629 (-9%)
Value$211.0K (-$37.0K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$29.6K (-$2.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares799 from 1,076
Change-277 (-26%)
Value$26.3K (-$11.7K)
Filed 2026-11-06
Russell Investments Group, Ltd.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$3.2K (-$229)
Filed 2026-11-06
Wagner Wealth Management, LLC
INCREASED
Shares60 from 59
Change+1 (+2%)
Value$2.0K (-$124)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.2K (-$85)
Filed 2026-11-02
Compass Financial Management LLC
CLOSED
Shares0 from 11,299
Change-11,299 (-100%)
Value$0 (-$423.8K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$37.0K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$559)
Filed 2026-10-13
IHT Wealth Management, LLC
N/A
Shares— from 48,025
Change-48,025 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 40,590
Change-40,590 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,352
Change-35,352 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,866
Change-17,866 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,397
Change-17,397 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,779
Change-13,779 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 708
Change-708 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
UBS Group AG
N/A
Shares— from 521
Change-521 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED32,26841,141-8,873-22%$1.5M$1.1M-$389.1K2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED20,00020,00000%$705.3K$658.1K-$47.2K2026-10-27
Winter & Associates, Inc.
DECREASED13,71813,779-610%$485.9K$485.3K-$6282026-10-23
Integrity Alliance, Llc.
INCREASED12,12910,386+1,743+17%$366.3K$399.1K+$32.9K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED10,0019,896+105+1%$349.0K$329.1K-$19.9K2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED8,5938,353+240+3%$294.6K$282.8K-$11.8K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED6,4077,036-629-9%$248.0K$211.0K-$37.0K2026-11-02
US Bancorp \de\
UNCHANGED90090000%$31.7K$29.6K-$2.1K2026-11-05
PNC Financial Services Group, Inc.
DECREASED7991,076-277-26%$37.9K$26.3K-$11.7K2026-11-06
Russell Investments Group, Ltd.
UNCHANGED979700%$3.4K$3.2K-$2292026-11-06
Wagner Wealth Management, LLC
INCREASED6059+1+2%$2.1K$2.0K-$1242026-10-21
Key FInancial Inc
UNCHANGED363600%$1.3K$1.2K-$852026-11-02
Compass Financial Management LLC
CLOSED011,299-11,299-100%$423.8K$0-$423.8K2026-10-30
Institute for Wealth Management, Llc.
CLOSED01,050-1,050-100%$37.0K$0-$37.0K2026-11-06
Founders Capital Management
CLOSED016-16-100%$559$0-$5592026-10-13
IHT Wealth Management, LLC
N/A—48,025-48,025-100%$1.7M———
Pacific SUN Financial Corp
N/A—40,590-40,590-100%$1.4M———
Raymond James Financial Inc
N/A—35,352-35,352-100%$1.2M———
Morgan Stanley
N/A—18,378-18,378-100%$648.1K———
Bank of America Corp
N/A—17,866-17,866-100%$630.1K———
Betterment LLC
N/A—17,397-17,397-100%$614.0K———
Focus Partners Advisor Solutions, LLC
N/A—13,779-13,779-100%$485.9K———
Cetera Investment Advisers
N/A—11,758-11,758-100%$414.7K———
CreativeOne Wealth, LLC
N/A—7,560-7,560-100%$266.6K———
Two Sigma Investments, LP
N/A—6,800-6,800-100%$239.8K———
Envestnet Asset Management Inc
N/A—6,055-6,055-100%$213.5K———
Susquehanna International Group, LLP
N/A—5,924-5,924-100%$208.9K———
Steward Partners Investment Advisory, LLC
N/A—3,194-3,194-100%$112.6K———
Bank of Montreal
N/A—2,170-2,170-100%$76.5K———
Geneos Wealth Management Inc.
N/A—1,800-1,800-100%$63.5K———
Osaic Holdings, Inc.
N/A—1,294-1,294-100%$45.7K———
Global Retirement Partners, LLC
N/A—1,248-1,248-100%$44.0K———
Founders Financial Alliance, LLC
N/A—1,200-1,200-100%$42.3K———
Royal Bank of Canada
N/A—708-708-100%$25.0K———
Basepoint Wealth LLC
N/A—700-700-100%$24.7K———
UBS Group AG
N/A—521-521-100%$18.4K———
NewEdge Advisors, LLC
N/A—400-400-100%$20.9K———
Wells Fargo & Company
N/A—1-1-100%$28———
Showing 38 of 38 institutions