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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 |
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $34.9K | – | – | – |
|
| 2 |
2
LPL Financial
San Diego,
California
| – | -$2.62M | -190,142 | Closed |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$772K | -56,107 | Closed |
|
| 4 |
HAG
4
HF Advisory Group
Annapolis,
Maryland
| – | -$624K | -45,365 | Closed |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| – | -$233K | -16,896 | Closed |
|
| 6 |
6
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$181K | -13,155 | Closed |
|
| 7 |
KAS
7
Kestra Advisory Services
Austin,
Texas
| – | -$158K | -11,506 | Closed |
|
| 8 |
HI
8
Harbour Investments
Madison,
Wisconsin
| – | -$63.8K | -4,635 | Closed |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$50.3K | -3,652 | Closed |
|
| 10 |
TF
10
TimeScale Financial
Danvers,
Massachusetts
| – | -$34.5K | -2,505 | Closed |
|
| 11 |
SS
11
Sunbelt Securities
Houston,
Texas
| – | -$32.3K | -2,362 | Closed |
|
| 12 |
VWM
12
Venturi Wealth Management
Austin,
Texas
| – | -$24.3K | -1,769 | Closed |
|
| 13 |
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$5.11K | -371 | Closed |
|