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PSMC
Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC
Delisted
PSMC 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
Citadel Advisors
Miami,
Florida
| $861K | +$860K | +66,329 | New |
|
| 2 |
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $37K | +$37.3K | +2,874 | New |
|
| 3 |
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | +$13K | +1,000 | New |
|
| 4 |
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $5K | – | – | – |
|
| 5 |
BFG
5
Barber Financial Group
Lenexa,
Kansas
| – | -$8.69M | -676,519 | Closed |
|
| 6 |
6
Creative Planning
Overland Park,
Kansas
| – | -$580K | -45,159 | Closed |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| – | +$13 | +1 | New |
|