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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 |
BCA
1
Bay Colony Advisors
Concord,
Massachusetts
| $297K | +$299K | +22,884 | New |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $290K | -$451K | -34,529 | -60% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $270K | +$274K | +21,000 | New |
|
| 4 |
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $215K | +$48.8K | +3,741 | +29% |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $69K | +$33.3K | +2,550 | +89% |
|
| 6 |
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$576K | -44,293 | Closed |
|
| 7 |
IA
7
IFP Advisors
Tampa,
Florida
| – | -$32.1K | -2,461 | Closed |
|
| 8 |
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6K | -490 | Closed |
|