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PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM
Delisted
PSMM 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
| $1.43M | +$1.44M | +104,032 | New |
|
| 2 |
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $1.2M | +$142K | +10,252 | +13% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $891K | +$109K | +7,857 | +14% |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $143K | +$144K | +10,399 | New |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$13.9K | +1,000 | +73% |
|
| 6 |
LFG
6
LifePlan Financial Group
Dayton,
Ohio
| $25K | – | – | – |
|
| 7 |
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|