Public ownership evidence

Invesco S&P SmallCap Industrials ETF (PSCI) Ownership Disclosures

Read PSCI 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 Industrials 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
2,412
Value (USD)
$448,707
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 PSCI fundamentals

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

Read PSCI 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.2026-06-302026-08-252,412$448,707None
CARLSON FINANCIAL, INC.2026-03-312026-08-252,410$372,680None
CARLSON FINANCIAL, INC.2025-12-312026-08-252,408$361,426None
Copia Wealth Management2026-06-302026-08-19326$60,656None
Equitable Holdings, Inc.2026-06-302026-08-182,694$501,247None
Modern Wealth Management, LLC2026-06-302026-08-1519,328$3,596,253None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566$12,280None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,431$3,988,361None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-1516$2,945None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,818$521,330None
ROYAL BANK OF CANADA2026-06-302026-08-151,905$354,000None
CITADEL ADVISORS LLC2026-06-302026-08-156,215$1,156,365None
Coppell Advisory Solutions LLC2026-06-302026-08-1511$1,056,018None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,431$452,313None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,329$1,177,576None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,188$779,191None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,975$925,656None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,583$2,155,133None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15139,874$26,024,956None
TOP Private Wealth LLC.2026-06-302026-08-1429,935$5,569,635None
Allspring Global Investments Holdings, LLC2026-06-302026-08-1411$1,988None
Rockefeller Capital Management L.P.2026-06-302026-08-142,749$511,480None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14128$23,816None
UBS Group AG2026-06-302026-08-14127$23,630None
UBS Group AG2026-06-302026-08-1449,742$9,254,997None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-14563$104,670None
PURSUIT WEALTH STRATEGIES, LLC2026-06-302026-08-1443$8,001None
MORGAN STANLEY2026-06-302026-08-1416$2,977None
MORGAN STANLEY2026-06-302026-08-14300$55,818None
MORGAN STANLEY2026-06-302026-08-141$276None
MORGAN STANLEY2026-06-302026-08-1417,962$3,342,049None
FMR LLC2026-06-302026-08-14215$40,072None
Cetera Investment Advisers2026-06-302026-08-132,776$516,458None
Baird Financial Group, Inc.2026-06-302026-08-131,248$232,203None
Aptus Capital Advisors, LLC2026-06-302026-08-135$930None
BAROMETER CAPITAL MANAGEMENT INC.2026-06-302026-08-133,200$595,393None
BANK OF MONTREAL /CAN/2026-06-302026-08-131,795$333,978None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13972$180,851None
US BANCORP \DE\2026-06-302026-08-132,000$372,121None
JPMORGAN CHASE & CO2026-06-302026-08-131,752$323,611None
JPMORGAN CHASE & CO2026-06-302026-08-13129$23,828None
JPMORGAN CHASE & CO2026-06-302026-08-1378$14,407None
Novak & Powell Financial Services, Inc.2026-06-302026-08-121,467$272,951None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12442$82,239None
LPL Financial LLC2026-06-302026-08-0847,200$8,782,139None
PNC Financial Services Group, Inc.2026-06-302026-08-0837$6,939None
MML INVESTORS SERVICES, LLC2026-06-302026-08-086,426$1,195,630None
Private Advisory Group LLC2026-06-302026-08-071,096$203,922None
Global Retirement Partners, LLC2026-06-302026-08-072,250$418,598None
Russell Investments Group, Ltd.2026-06-302026-08-0727$5,024None

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

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Copia Wealth Management ↗Equitable Holdings, Inc. ↗Modern Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗LAZARD ASSET MANAGEMENT LLC ↗JONES FINANCIAL COMPANIES LLLP ↗

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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