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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
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $671K | +$230K | +16,917 | +52% |
|
| 2 |
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $402K | -$899K | -66,158 | -69% |
|
| 3 |
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $215K | -$9.53K | -701 | -4% |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $31K | – | – | – |
|
| 5 |
LFG
5
LifePlan Financial Group
Dayton,
Ohio
| $25K | – | – | – |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
| 7 |
7
LPL Financial
San Diego,
California
| – | -$144K | -10,913 | Closed |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| – | -$22K | -1,648 | Closed |
|
| 9 |
PAG
9
Private Advisor Group
Morristown,
New Jersey
| – | -$4K | -290 | Closed |
|