13F Insight
DOSSIER · 13F Holders · Q2 2026
PSCC

Invesco

37 institutions still hold Invesco as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E172·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
37
filers reporting
Concentration
13.70%
IHT Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported PSCC in Q2 2026. IHT Wealth Management, LLC leads at 13.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
IHT Wealth Management, LLC
CIK 0001697490
$2M48K0.04%Q2 202602
LPL Financial LLC
CIK 0001403438
$1M41K0.00%Q2 202603
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$1M41K0.59%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M35K0.00%Q2 202605
Cassaday & Co Wealth Management LLC
CIK 0001963612
$705K20K0.01%Q2 202606
MORGAN STANLEY
CIK 0000895421
$648K18K0.00%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$630K18K0.00%Q2 202608
Betterment LLC
CIK 0001633901
$549K17K0.00%Q1 202609
Winter & Associates, Inc.
CIK 0002109063
$486K14K0.37%Q2 202610
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$486K14K0.00%Q2 202611
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$424K11K0.05%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$415K12K0.00%Q2 202613
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$366K10K0.01%Q2 202614
Cornerstone Wealth Management, LLC
CIK 0001674117
$349K10K0.01%Q2 202615
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CIK 0002026926
$295K8K0.03%Q2 202616
CreativeOne Wealth, LLC
CIK 0001739728
$267K8K0.01%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$254K8K0.00%Q1 202618
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$240K7K0.00%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$214K6K0.00%Q2 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$209K6K0.00%Q2 2026
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