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USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
USLB
Delisted
USLB was delisted on the 30th of March, 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 |
CIA
1
Choate Investment Advisors
Boston,
Massachusetts
| $143M | +$156M | +5,094,191 | New |
|
| 2 |
2
Jane Street
New York
| $1.94M | +$969K | +31,535 | +83% |
|
| 3 |
LWCFA
3
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $1.18M | – | – | – |
|
| 4 |
JMPWA
4
JP Morgan Private Wealth Advisors
San Francisco,
California
| $340K | +$2.03K | +66 | +0.5% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $92K | +$2.73K | +89 | +3% |
|
| 6 |
EWM
6
Endurance Wealth Management
Providence,
Rhode Island
| $69K | – | – | – |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $54K | +$10.2K | +333 | +21% |
|
| 8 |
LGWM
8
Litman Gregory Wealth Management
Larkspur,
California
| $44K | +$48.1K | +1,566 | New |
|
| 9 |
9
Morgan Stanley
New York
| $33K | – | – | – |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $18K | -$3.56K | -116 | -15% |
|
| 11 |
11
Wells Fargo
San Francisco,
California
| $16K | – | – | – |
|
| 12 |
CCM
12
Cribstone Capital Management
Augusta,
Maine
| $11K | – | – | – |
|
| 13 |
13
William Blair & Company
Chicago,
Illinois
| $7K | +$7.68K | +250 | New |
|