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PBSM
Invesco PureBeta MSCI USA Small Cap ETF
PBSM
PBSM
Delisted
PBSM was delisted on the 23rd of June, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FHC
1
First Heartland Consultants
Lake St. Louis,
Missouri
| $6.85M | +$6.7M | +181,234 | New |
|
| 2 |
2
LPL Financial
San Diego,
California
| $5.16M | +$2.48M | +67,102 | +97% |
|
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
| $1.12M | +$293K | +7,914 | +37% |
|
| 4 |
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $687K | +$672K | +18,176 | New |
|
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $546K | +$534K | +14,456 | New |
|
| 6 |
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $82K | +$14.2K | +385 | +22% |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $25K | +$24K | +649 | New |
|
| 8 |
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $22K | +$21.6K | +584 | New |
|