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Get Institutions for : 
Invesco Dynamic Software ETF (PSJ)  
$44.88 0.31 (0.69%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    0
Total shares held : 
 961,518  
% of shares held : 
 23.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -115,018  
% of shares held change : 
   -2.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.66  
Last Quarter's Ending Price : 
 $38.61  
Last Quarter's Average Price : 
 $34.81  
Change from last quarter's     
avg. price to the last closing  : 
10.07 (28.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 19,873
 2.07%
 
Increased Positions :
11
 39,823
 4.14%
 
Unchanged Positions :
26
 48,907
 5.09%
 
Decreased Positions :
22
-143,615
-14.94%
 
Closed Positions :
5
-31,099
-3.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cetera Investment Advisers 1525 *New 2024-03-31 44,875 $2,030,000 44,875
   CANANDAIGUA NATIONAL BANK & TRUST CO 137 *New 2024-03-31 22,611 $1,023,000 22,611
   Private Advisory Group LLC 127 *New 2024-03-31 12,634 $572,000 12,634
   Private Advisor Group LLC 1535 *New 2024-03-31 10,724 $485,000 10,724
   Fifth Third Securities Inc. 201 *New 2024-03-31 9,435 $427,000 9,435
   AE Wealth Management LLC 927 *New 2024-03-31 7,225 $327,000 7,225
   Indie Asset Partners LLC 63 *New 2024-03-31 6,438 $291,000 6,438
   Lakeview Capital Partners LLC 377 *New 2024-03-31 4,995 $226,000 4,995
   Equitable Holdings Inc. 1059 *New 2024-03-31 4,857 $220,000 4,857
   MARINER WEALTH ADVISORS, LLC 2718 *New 2024-03-31 4,659 $211,000 4,659
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2166 *New 2024-03-31 4,483 $203,000 4,483
   Emerald Investment Partners LLC 311 *New 2024-03-31 2,494 $113,000 2,494
   Lindbrook Capital LLC 668 *New 2024-03-31 1,500 $68,000 1,500
   PNC FINANCIAL SERVICES GROUP INC 3283 *New 2024-03-31 575 $26,000 575
   ICA Group Wealth Management LLC 753 *New 2024-03-31 450 $20,000 450
   COLONIAL ASSET MANAGEMENT, INC. 478 *New 2024-03-31 411 $19,000 411
   TRUST CO OF VERMONT 678 *New 2024-03-31 250 $11,000 250
   First PREMIER Bank 311 *New 2024-03-31 250 $11,000 250
   CNB Bank 379 *New 2024-03-31 240 $11,000 240
   Aptus Capital Advisors LLC 1021 *New 2024-03-31 213 $10,000 213
   VALLEY NATIONAL ADVISERS INC 713 *New 2024-03-31 175 $7,000 175
   Coston McIsaac & Partners 437 *New 2024-03-31 138 $6,000 138
   NATIONAL BANK OF CANADA /FI/ 2283 *New 2024-03-31 50 $2,000 50
  23 Records found
  1    
  Page 1 of 1
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