19 institutions reported holding $16.7M of INVESCO EXCH TRADED FD TR II (PSCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SALEM INVESTMENT COUNSELORS INC ($4.6M), Private Advisor Group, LLC ($3.8M), Independent Wealth Advisors LLC ($1.7M), Cambridge Investment Research Advisors, Inc. ($1.2M), ENVESTNET ASSET MANAGEMENT INC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SALEM INVESTMENT COUNSELORS INC | $4.6M | 24,793 | Hold |
| 2 | Private Advisor Group, LLC | $3.8M | 20,233 | Added |
| 3 | Independent Wealth Advisors LLC | $1.7M | 9,120 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.2M | 6,580 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 5,824 | Added |
| 6 | Prospera Financial Services Inc | $1.0M | 5,482 | New |
| 7 | Independent Wealth Network Inc. | $818,852 | 4,401 | Trimmed |
| 8 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $744,242 | 4,000 | New |
| 9 | Gladstone Institutional Advisory LLC | $527,109 | 2,833 | Added |
| 10 | Koshinski Asset Management, Inc. | $345,700 | 1,858 | Trimmed |
| 11 | CX Institutional | $235,000 | 1,261 | Added |
| 12 | SONATA CAPITAL GROUP INC | $216,975 | 1,166 | New |
| 13 | PRIVATE TRUST CO NA | $196,666 | 1,057 | Hold |
| 14 | VALLEY NATIONAL ADVISERS INC | $163,734 | 880 | Hold |
| 15 | Harbor Asset Planning, Inc. | $20,119 | 108 | Hold |
| 16 | Key Financial Inc | $19,722 | 106 | Hold |
| 17 | GAMMA Investing LLC | $18,234 | 98 | Hold |
| 18 | Triumph Capital Management | $6,140 | 33 | Hold |
| 19 | Lummis Asset Management, LP | $3,163 | 17 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30