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Get Institutions for : 
Invesco Global Listed Private Equity ETF (PSP)  
$64.33 0.50 (0.77%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    0
Total shares held : 
 2,400,552  
% of shares held : 
 2.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 324,364  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $60.75  
Last Quarter's Ending Price : 
 $65.96  
Last Quarter's Average Price : 
 $62.77  
Change from last quarter's     
avg. price to the last closing  : 
1.56 (2.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 71,271
 2.97%
 
Increased Positions :
19
 567,157
 23.63%
 
Unchanged Positions :
18
 69,135
 2.88%
 
Decreased Positions :
36
-283,405
-11.81%
 
Closed Positions :
9
-30,659
-1.28%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   SILVER OAK SECURITIES Inc 68 *New 2024-03-31 36,149 $2,384,000 36,149
   Simplicity WealthLLC 410 *New 2024-03-31 23,119 $1,525,000 23,119
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2139 *New 2024-03-31 13,118 $865,000 13,118
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 76 *New 2024-03-31 9,414 $621,000 9,414
   RAYMOND JAMES & ASSOCIATES 2909 *New 2024-03-31 9,163 $604,000 9,163
   PRUDENTIAL FINANCIAL INC 2389 *New 2024-03-31 3,860 $255,000 3,860
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 274 *New 2024-03-31 3,160 $208,000 3,160
   BTS ASSET MANAGEMENT, INC. 23 *New 2024-03-31 2,964 $195,000 2,964
   Coastal Investment Advisors Inc. 596 *New 2024-03-31 479 $32,000 479
   Truvestments Capital LLC 587 *New 2024-03-31 49 $3,000 49
   Vermillion & White Wealth Management Group LLC 305 *New 2024-03-31 12 $1,000 12
  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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