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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
| $4.13M | +$400K | +25,445 | +11% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $2.46M | +$1.08M | +68,938 | +79% |
|
| 3 |
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $259K | +$14.3K | +907 | +6% |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $132K | +$91.4K | +5,815 | +224% |
|
| 5 |
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $62K | – | – | – |
|
| 6 |
HI
6
Harbour Investments
Madison,
Wisconsin
| $53K | -$3.36K | -214 | -6% |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $2K | -$13.3K | -843 | -85% |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$397K | -25,756 | Closed |
|
| 9 |
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$246K | -15,995 | Closed |
|
| 10 |
DWM
10
Darwin Wealth Management
Tampa,
Florida
| – | -$164K | -10,622 | Closed |
|