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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
LPL Financial
San Diego,
California
| $2.21M | -$41.1K | -3,010 | -2% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $901K | +$80.5K | +5,891 | +10% |
|
| 3 |
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $418K | -$83.5K | -6,109 | -17% |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $54K | – | – | – |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
| 6 |
HWMA
6
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $26K | +$26K | +1,900 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $2K | +$697 | +51 | +68% |
|
| 8 |
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$215K | -15,990 | Closed |
|