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PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM
Delisted
PSMM was delisted on the 23rd of June, 2023.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $5.17M | +$2.89M | +190,612 | +122% |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $4.21M | +$317K | +20,911 | +8% |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $689K | +$700K | +46,143 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $273K | +$277K | +18,260 | New |
|
|
WP
5
WealthPLAN Partners
Omaha,
Nebraska
| $240K | – | – | – |
|
|
WIM
6
WealthPlan Investment Management
Omaha,
Nebraska
| $240K | +$256K | +16,866 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $220K | +$224K | +14,759 | New |
|
|
T
8
TRUADVICE
Sarasota,
Florida
| $212K | +$225K | +14,832 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $205K | +$149K | +9,830 | +251% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $107K | -$18.1K | -1,195 | -14% |
|
11
UBS Group
Zurich,
Switzerland
| – | -$2.14K | -141 | -94% |
|