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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 |
1
LPL Financial
San Diego,
California
| $3.74M | -$1.02M | -72,058 | -21% |
|
| 2 |
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $1.77M | +$776K | +54,571 | New |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | +$58.5K | +4,113 | +28% |
|
| 4 |
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $188K | – | – | – |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| $130K | +$32K | +2,250 | +31% |
|
| 6 |
HI
6
Harbour Investments
Madison,
Wisconsin
| $103K | +$108K | +7,573 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $20K | +$20.5K | +1,442 | +16,022% |
|
| 8 |
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $3K | -$4M | -281,611 | -100% |
|
| 9 |
GM
9
GeoWealth Management
Chicago,
Illinois
| – | -$689K | -46,143 | Closed |
|
| 10 |
CAN
10
Cetera Advisor Networks
El Segundo,
California
| – | -$273K | -18,260 | Closed |
|
| 11 |
T
11
TRUADVICE
Sarasota,
Florida
| – | -$212K | -14,832 | Closed |
|