Public ownership evidence

Invesco S&P SmallCap Energy ETF (PSCE) Ownership Disclosures

Read PSCE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P SmallCap Energy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
4,237
Value (USD)
$233,220
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PSCE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PSCE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-254,237$233,220None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,571$278,673None
Copia Wealth Management2026-06-302026-08-19646$35,507None
Glen Eagle Advisors, LLC2026-06-302026-08-1549$2,693None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,171$284,207None
JANE STREET GROUP, LLC2026-06-302026-08-151$55None
JANE STREET GROUP, LLC2026-06-302026-08-1511,149$612,800None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,097$280,155None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,949$326,984None
GENDELL JEFFREY L2026-06-302026-08-1568,469$3,763,371None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15334$18,649None
Cresset Asset Management, LLC2026-06-302026-08-154,900$269,327None
ROYAL BANK OF CANADA2026-06-302026-08-15175$10,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,457$135,000None
CITADEL ADVISORS LLC2026-06-302026-08-1511,676$641,767None
CITADEL ADVISORS LLC2026-06-302026-08-159,100$500,178Call
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1540,220$2,210,676None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1533,350$1,833,069None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,218$121,911None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,671$146,810None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$24None
Rockefeller Capital Management L.P.2026-06-302026-08-14186$10,272None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1427$1,484None
UBS Group AG2026-06-302026-08-142,557$140,546None
UBS Group AG2026-06-302026-08-146,553$360,186None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$55None
UMB Bank, n.a.2026-06-302026-08-141,000$54,965None
MORGAN STANLEY2026-06-302026-08-1440,420$2,221,678None
MORGAN STANLEY2026-06-302026-08-141$71None
Cetera Investment Advisers2026-06-302026-08-135,112$280,979None
SIMPLEX TRADING, LLC2026-06-302026-08-134,842$266,140None
NewEdge Advisors, LLC2026-06-302026-08-1312$664None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13766$42,103None
STIFEL FINANCIAL CORP2026-06-302026-08-135,259$289,059None
RPS ADVISORY SOLUTIONS LLC2026-06-302026-08-123,961$217,715None
Tower Research Capital LLC (TRC)2026-06-302026-08-1219,478$1,070,600None
Atlantic Union Bankshares Corp2026-06-302026-08-123,882$213,367None
BLAIR WILLIAM & CO/IL2026-06-302026-08-125,238$287,905None
Arkadios Wealth Advisors2026-06-302026-08-112,572$141,382None
Arkadios Wealth Advisors2026-06-302026-08-111,916$105,300None
HOWE & RUSLING INC2026-06-302026-08-11100$5,497None
LPL Financial LLC2026-06-302026-08-0852,716$2,897,517None
HARBOR CAPITAL ADVISORS, INC.2026-06-302026-08-0823,616$1,298,000None
Geneos Wealth Management Inc.2026-06-302026-08-07100$5,496None
Global Retirement Partners, LLC2026-06-302026-08-0741$2,254None
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC2026-06-302026-08-0610,897$598,949None
PKS Advisory Services, LLC2026-06-302026-08-054,610$253,397None
MTM Investment Management, LLC2026-06-302026-08-04120$6,596None
Kestra Advisory Services, LLC2026-06-302026-07-2914,178$779,281None
Walkner Condon Financial Advisors LLC2026-06-302026-07-285,972$321,692None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Copia Wealth Management ↗Glen Eagle Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗GENDELL JEFFREY L ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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