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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
| $1.26M | +$2.85K | +223 | +0.2% |
|
| 2 |
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $430K | -$38.4K | -3,009 | -8% |
|
| 3 |
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $218K | +$14.9K | +1,166 | +8% |
|
| 4 |
4
LPL Financial
San Diego,
California
| $144K | -$4.22K | -331 | -3% |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $30K | – | – | – |
|
| 6 |
LFG
6
LifePlan Financial Group
Dayton,
Ohio
| $24K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $22K | -$27.2K | -2,131 | -56% |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $5K | +$1.28K | +100 | +40% |
|
| 9 |
PAG
9
Private Advisor Group
Morristown,
New Jersey
| $4K | +$3.7K | +290 | New |
|
| 10 |
10
Citadel Advisors
Miami,
Florida
| – | -$1.07M | -90,110 | Closed |
|