We are live on
!
Find out more
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
| $2.28M | +$69.9K | +5,035 | +3% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $903K | +$3.39K | +244 | +0.4% |
|
| 3 |
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $399K | -$18.7K | -1,344 | -4% |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $54K | – | – | – |
|
| 5 |
HI
5
Harbour Investments
Madison,
Wisconsin
| $40K | +$40.1K | +2,889 | New |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
| 7 |
HWMA
7
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $26K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| – | -$2K | -126 | Closed |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | +100% |
|