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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
| $454K | +$46.3K | +2,955 | +12% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $252K | +$15.1K | +962 | +6% |
|
| 3 |
OMC
3
Old Mission Capital
Chicago,
Illinois
| $187K | +$184K | +11,771 | New |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $148K | – | – | – |
|
| 5 |
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $17K | +$16.3K | +1,041 | New |
|
| 6 |
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$470 | +30 | +4% |
|
| 7 |
HI
7
Harbour Investments
Madison,
Wisconsin
| $10K | +$10.3K | +660 | New |
|
| 8 |
HFS
8
Horizon Financial Services
Winston Salem,
North Carolina
| $2K | -$2.82K | -180 | -54% |
|
| 9 |
TCWM
9
Total Clarity Wealth Management
St. Charles,
Illinois
| $2K | +$2.27K | +145 | New |
|
| 10 |
APA
10
American Portfolios Advisors
Holbrook,
New York
| $1.59K | – | – | – |
|
| 11 |
11
Wells Fargo
San Francisco,
California
| – | -$16 | -1 | -50% |
|
| 12 |
GRP
12
Global Retirement Partners
San Rafael,
California
| – | +$94 | +6 | New |
|