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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
| $277K | +$11.8K | +932 | +5% |
|
| 2 |
HFS
2
Howard Financial Services
Dallas,
Texas
| $172K | +$826 | +65 | +0.5% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $152K | – | – | – |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $100K | +$15.6K | +1,229 | +19% |
|
| 5 |
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $16K | +$15.5K | +1,218 | New |
|
| 6 |
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$6.48K | -510 | -45% |
|
| 7 |
APA
7
American Portfolios Advisors
Holbrook,
New York
| $1.32K | – | – | – |
|
| 8 |
CAN
8
Cetera Advisor Networks
El Segundo,
California
| $1K | +$1.27K | +100 | New |
|
| 9 |
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$378K | -32,479 | Closed |
|
| 10 |
SMFS
10
Squar Milner Financial Services
Irvine,
California
| – | -$61K | -5,296 | Closed |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$4K | -370 | Closed |
|