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PSMM

Invesco Moderately Conservative Multi-Asset Allocation ETF

Delisted

PSMM was delisted on the 23rd of June, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.62M -$5.74M -417,018 -69%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$772K +$412K +29,913 +114%
HAG
3
HF Advisory Group
Maryland
$624K +$29.9K +2,168 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$233K -$27.6K -2,005 -11%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$181K +$181K +13,155 New
KAS
6
Kestra Advisory Services
Texas
$158K +$158K +11,506 New
HI
7
Harbour Investments
Wisconsin
$63.8K -$1.34K -97 -2%
UBS Group
8
UBS Group
Switzerland
$50.3K +$21.6K +1,567 +75%
GWM
9
Geneos Wealth Management
Colorado
$35.1K
TF
10
TimeScale Financial
Massachusetts
$34.5K +$34.5K +2,505 New
SS
11
Sunbelt Securities
Texas
$32.3K +$32.5K +2,362 New
VWM
12
Venturi Wealth Management
Texas
$24.3K +$24.4K +1,769 New
ASN
13
Advisory Services Network
Georgia
$5.11K +$854 +62 +20%
Wells Fargo
14
Wells Fargo
California
$1
GM
15
GeoWealth Management
Illinois
-$1.35M -100,484 Closed
VWA
16
V Wealth Advisors
Kansas
-$490K -36,502 Closed
WA
17
Waverly Advisors
Alabama
-$421K -31,373 Closed
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
-$243K -18,066 Closed
CAN
19
Cetera Advisor Networks
California
-$231K -17,222 Closed
CFD
20
Creative Financial Designs
Indiana
-$2.87K -214 Closed
BAM
21
Belpointe Asset Management
Nevada
-$268 -20 Closed