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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
| $3.63M | +$444K | +28,437 | +14% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $1.34M | +$336K | +21,575 | +33% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $397K | +$402K | +25,756 | New |
|
| 4 |
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $253K | +$249K | +15,959 | New |
|
| 5 |
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $246K | +$6.96K | +446 | +3% |
|
| 6 |
DWM
6
Darwin Wealth Management
Tampa,
Florida
| $164K | -$33.7K | -2,159 | -17% |
|
| 7 |
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $60K | – | – | – |
|
| 8 |
HI
8
Harbour Investments
Madison,
Wisconsin
| $54K | -$10.3K | -663 | -16% |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$11.7K | -750 | -22% |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $15K | +$15.5K | +993 | New |
|