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PSMB
Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB
Delisted
PSMB 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 |
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $258K | +$32K | +2,249 | +14% |
|
| 2 |
WEPOG
2
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $235K | +$239K | +16,790 | New |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $167K | -$547K | -38,386 | -76% |
|
| 4 |
SMFS
4
Squar Milner Financial Services
Irvine,
California
| $98K | +$99.6K | +6,995 | New |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $91K | – | – | – |
|
| 6 |
IA
6
IFP Advisors
Tampa,
Florida
| $50K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $21K | +$21K | +1,475 | New |
|
| 8 |
AG
8
Advisor Group
Phoenix,
Arizona
| $14K | +$14.2K | +1,000 | New |
|
| 9 |
TCWM
9
Total Clarity Wealth Management
St. Charles,
Illinois
| $2K | +$2.06K | +145 | New |
|
| 10 |
10
Jane Street
New York
| – | -$417K | -29,726 | Closed |
|