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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
| $310K | -$117K | -8,332 | -28% |
|
| 2 |
SWP
2
Stratos Wealth Partners
Beachwood,
Ohio
| $226K | -$4.23K | -300 | -2% |
|
| 3 |
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $58K | +$21.8K | +1,549 | +65% |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$671K | -49,498 | Closed |
|