PSI — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fd T (PSI)? 15 institutions reported holding $4.28M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Polaris Financial Partners ($848,000), Ferguson Wellman Capital Management, Inc ($846,666), Sound Income Strategies, LLC ($770,295).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Polaris Financial Partners | $848,000 | 8,541 | New |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $846,666 | 5,553 | Hold |
| 3 | Sound Income Strategies, LLC | $770,295 | 5,130 | Trimmed |
| 4 | Adirondack Capital Advisors, LLC | $457,410 | 3,000 | Hold |
| 5 | Wedmont Private Capital | $450,268 | 2,999 | Trimmed |
| 6 | Elm3 Financial Group, LLC | $310,429 | 2,036 | Added |
| 7 | Valeo Financial Advisors, LLC | $310,354 | 2,036 | Hold |
| 8 | CoreCap Advisors, LLC | $143,932 | 944 | Added |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $77,303 | 507 | New |
| 10 | Go Invest LLC | $34,076 | 223 | Added |
| 11 | Farther Finance Advisors, LLC | $28,969 | 190 | Added |
| 12 | Davis Capital Management | $0 | 0 | Exited |
| 13 | Tactive Advisors, LLC | $0 | 0 | Exited |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 15 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30