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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
LPL Financial
San Diego,
California
| $389K | +$110K | +7,609 | +42% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $226K | -$99.6K | -6,870 | -32% |
|
| 3 |
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $145K | +$3.79K | +261 | +3% |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | +$493 | +34 | +5% |
|
| 5 |
HFS
5
Horizon Financial Services
Winston Salem,
North Carolina
| $5K | -$23.5K | -1,617 | -83% |
|
| 6 |
APA
6
American Portfolios Advisors
Holbrook,
New York
| $1.52K | – | – | – |
|
| 7 |
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.28M | -93,656 | Closed |
|
| 8 |
8
Citadel Advisors
Miami,
Florida
| – | -$243K | -17,737 | Closed |
|
| 9 |
HFS
9
Howard Financial Services
Dallas,
Texas
| – | -$179K | -13,063 | Closed |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| – | -$33K | -2,412 | Closed |
|
| 11 |
11
Morgan Stanley
New York
| – | -$1K | -45 | Closed |
|