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Invesco S&P Smallcap Energy (PSCE)

CUSIP: 46138G474 | NYSE | 118 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC55,169
0.0% of portfolio›$3.2M
One Plus One Wealth Management, LLC32,410
0.8% of portfolio›$1.9M
Harbor Capital Advisors, Inc.18,753
0.0% of portfolio›$1.1K
Kestra Advisory Services, LLC13,549
0.0% of portfolio›$781.0K
Cambridge Investment Research Advisors, Inc.11,754
0.0% of portfolio›$678.0K
Parr Mcknight Wealth Management Group, LLC10,366
0.1% of portfolio›$597.5K
First Growth Capital LLC9,031
0.4% of portfolio›$520.5K
Simplex Trading, LLC6,498
0.0% of portfolio›$374.5K
Walkner Condon Financial Advisors LLC5,355
0.0% of portfolio›$308.7K
PKS Advisory Services, LLC4,610
0.0% of portfolio›$253.4K
Quad-Cities Investment Group, LLC4,105
0.1% of portfolio›$236.6K
Carlson Financial, Inc.3,596
0.1% of portfolio›$207.2K
Farther Finance Advisors, LLC3,081
0.0% of portfolio›$177.6K
UMB Bank, n.a.1,000
0.0% of portfolio›$57.6K
IFP Advisors, Inc300
0.0% of portfolio›$17.3K
State of Wyoming103
0.0% of portfolio›$5.9K
Citigroup Inc1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
LPL Financial LLC
55,169$3.2M0.0%IndexVery LowFort Mill, SC2026-11-06
One Plus One Wealth Management, LLC
32,410$1.9M0.8%ETFMediumJupiter, FL2026-10-16
Harbor Capital Advisors, Inc.
18,753$1.1K0.0%ValueHighChicago, IL2026-10-22
Kestra Advisory Services, LLC
13,549$781.0K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
11,754$678.0K0.0%ETFLowFairfield, IA2026-11-02
Parr Mcknight Wealth Management Group, LLC
10,366$597.5K0.1%CoreMediumMinneapolis, MN2026-10-30
First Growth Capital LLC
9,031$520.5K0.4%GrowthLowPikesville, MD2026-10-15
Simplex Trading, LLC
6,498$374.5K0.0%CoreVery HighChicago, IL2026-11-04
Walkner Condon Financial Advisors LLC
5,355$308.7K0.0%ETFLowVerona, WI2026-11-02
PKS Advisory Services, LLC
4,610$253.4K0.0%ETFMediumAlbany, NY2026-10-26
Quad-Cities Investment Group, LLC
4,105$236.6K0.1%CoreLowDavenport, IA2026-10-16
Carlson Financial, Inc.
3,596$207.2K0.1%GrowthLowCanby, OR2026-11-05
Farther Finance Advisors, LLC
3,081$177.6K0.0%IndexLowSan Francisco, CA2026-10-08
UMB Bank, n.a.
1,000$57.6K0.0%CoreLowKansas City, MO2026-11-06
IFP Advisors, Inc
300$17.3K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
103$5.9K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
1$580.0%CoreMediumNew York, NY2026-11-04