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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
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $378K | +$276K | +20,577 | +173% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $232K | +$21.5K | +1,605 | +9% |
|
| 3 |
HFS
3
Howard Financial Services
Dallas,
Texas
| $150K | +$173K | +12,918 | New |
|
| 4 |
4
LPL Financial
San Diego,
California
| $133K | +$153K | +11,447 | New |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $74K | – | – | – |
|
| 6 |
SMFS
6
Squar Milner Financial Services
Irvine,
California
| $61K | -$22.8K | -1,699 | -24% |
|
| 7 |
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | +$15.1K | +1,125 | New |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $4K | -$14.8K | -1,105 | -75% |
|
| 9 |
APA
9
American Portfolios Advisors
Holbrook,
New York
| $1.16K | +$1.34K | +100 | New |
|
| 10 |
WEPOG
10
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| – | -$235K | -16,790 | Closed |
|
| 11 |
IA
11
IFP Advisors
Tampa,
Florida
| – | -$47.3K | -3,532 | Closed |
|
| 12 |
TCWM
12
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$2K | -145 | Closed |
|