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PSMB

Invesco Balanced Multi-Asset Allocation ETF

Delisted

PSMB was delisted on the 23rd of June, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.27M -$4.93M -330,491 -68%
RL
2
Retireful LLC
Michigan
$1.67M +$1.68M +112,480 New
DWM
3
Denver Wealth Management
Colorado
$1.41M -$39.1K -2,619 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$476K +$6.15K +412 +1%
EH
5
Equitable Holdings
New York
$382K -$150K -10,045 -28%
Osaic Holdings
6
Osaic Holdings
Arizona
$346K -$307K -20,588 -47%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$275K -$21.3K -1,428 -7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$268K -$3.7K -248 -1%
PAG
9
Private Advisor Group
New Jersey
$219K +$220K +14,717 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$182K +$582 +39 +0.3%
FTS
11
Fifth Third Securities
Ohio
$169K +$169K +11,359 New
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$151K -$43.8K -2,938 -23%
GWM
13
Geneos Wealth Management
Colorado
$151K -$3.71K -249 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$62K
AAS
15
Ameritas Advisory Services
Nebraska
$56.7K +$56.3K +3,774 New
UBS Group
16
UBS Group
Switzerland
$28.4K +$28.5K +1,912 New
SS
17
Sunbelt Securities
Texas
$12K +$12.1K +810 New
GRP
18
Global Retirement Partners
California
$12K -$15.1K -1,009 -56%
SWM
19
Spire Wealth Management
Virginia
$3.21K +$3.22K +216 New
ASN
20
Advisory Services Network
Georgia
$2.42K -$5.07K -340 -68%
IGWM
21
ICA Group Wealth Management
Colorado
$491 +$492 +33 New
KFI
22
Key Financial Inc
Pennsylvania
$461 +$463 +31 New
Wells Fargo
23
Wells Fargo
California
$1 -$15 -1 Closed
PWA
24
PCG Wealth Advisors
Kansas
-$617K -42,267 Closed
SHJ
25
Sharkey, Howes & Javer
Colorado
-$532K -36,441 Closed