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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 |
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $1.13M | +$108K | +8,145 | +9% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $1.07M | -$184K | -13,922 | -13% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $421K | -$387K | -29,236 | -45% |
|
| 4 |
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $182K | +$204K | +15,384 | New |
|
| 5 |
5
LPL Financial
San Diego,
California
| $133K | +$149K | +11,244 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $45K | -$87.7K | -6,620 | -64% |
|
| 7 |
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $27K | – | – | – |
|
| 8 |
LFG
8
LifePlan Financial Group
Dayton,
Ohio
| $22K | – | – | – |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$3.31K | +250 | New |
|