Cambridge Investment Research Advisors, Inc. PSCC — INVESCO EXCHNG TRADED

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  33 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported INVESCO EXCHNG TRADED (PSCC) in 33 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows PSCC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in INVESCO EXCHNG TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSCC stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held PSCC — position size vs. price
% of Fund (quarterly)    PSCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 12.9% -4.2% ✅ 7,036 -1,038 -12.9% 0.00% $248 2026-07-30 $36.85
2026 Q1 REDUCED 11.7% +13.9% ❌ 8,074 -1,075 -11.7% 0.00% $254 2026-04-30 $33.50
2025 Q4 REDUCED 67.4% +1.8% ❌ 9,149 -18,957 -67.4% 0.00% $284K 2026-02-05 $33.74
2025 Q3 REDUCED 33.7% -3.9% ✅ 28,106 -14,310 -33.7% 0.00% $927K 2025-11-12 $31.47
2025 Q2 REDUCED 5.7% -1.6% ✅ 42,416 -2,584 -5.7% 0.00% $1.4M 2025-07-31 $33.80
2025 Q1 REDUCED — — — 45,000 -1,265 -2.7% 0.01% $1.6M 2025-04-22 $33.15
2024 Q4 REDUCED 9.6% -7.4% ✅ 46,265 -4,892 -9.6% 0.01% $1.8M 2025-02-14 $35.74
2024 Q3 REDUCED 15.2% +0.6% ❌ 51,157 -9,138 -15.2% 0.01% $1.9M 2024-10-28 $35.92
2024 Q2 REDUCED 32.5% +7.6% ❌ 60,295 -29,015 -32.5% 0.01% $2.1M 2024-07-26 $36.10
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSCC

As of 2026 Q2 — sorted by position size

PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.59% Winter & Associates, Inc. 0.37% COMPASS FINANCIAL MANAGEMENT LLC 0.05% IHT Wealth Management, LLC 3Y 7Y 0.04% PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.03% Cornerstone Wealth Management, LLC 3Y 7Y 0.01% Basepoint Wealth LLC 0.01% Cassaday & Co Wealth Management LLC 3Y 0.01% INTEGRITY ALLIANCE, LLC. 0.01% CreativeOne Wealth, LLC 3Y 7Y 0.01%

FAQ About Cambridge Investment Research Advisors, Inc. and PSCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning PSCC?

Cambridge Investment Research Advisors, Inc. reported PSCC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported PSCC position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PSCC was 0.01% in 2024 Q2.

What is the latest reported PSCC position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 7,036 shares, equal to 0.00% of portfolio, with an estimated market value of $248.

What does the chart on this PSCC ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly PSCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their PSCC position?

Based on 13F filing dates vs. subsequent PSCC price moves, Cambridge Investment Research Advisors, Inc. correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on PSCC relative to SPY over the holding period was +35.9%.

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