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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 |
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $3.19M | +$3.15M | +207,032 | New |
|
| 2 |
2
LPL Financial
San Diego,
California
| $1.01M | +$492K | +32,283 | +98% |
|
| 3 |
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $240K | – | – | – |
|
| 4 |
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $197K | -$34.6K | -2,270 | -15% |
|
| 5 |
HI
5
Harbour Investments
Madison,
Wisconsin
| $65K | +$183 | +12 | +0.3% |
|
| 6 |
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $60K | – | – | – |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $51K | – | – | – |
|
| 8 |
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$185K | -12,463 | Closed |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| – | +$15 | +1 | New |
|