Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Dwa Smallcap Momentum ETF Trust Ii (DWAS)  
$88.02 1.58 (1.83%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    2
Total shares held : 
7,235,521  
% of shares held : 
8.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
66,693  
% of shares held change : 
  0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$73.79  
Last Quarter's Ending Price : 
$83.79  
Last Quarter's Average Price
$75.38  
Change from last quarter's     
avg. price to the last closing  : 
12.64 (16.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 70,446
 0.97%
 
Increased Positions :
25
 316,122
 4.37%
 
Unchanged Positions :
19
 24,450
 0.34%
 
Decreased Positions :
34
-302,498
-4.18%
 
Closed Positions :
7
-17,377
-0.24%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 10 - 2024-03-31 5,566,982 $506,094,000 466,332
   MORGAN STANLEY 2171 - 2024-03-31 355,012 $32,274,000 30,048
   WELLS FARGO & CO/MN 1008 - 2024-03-31 274,565 $24,961,000 121,839
   MONEY CONCEPTS CAPITAL CORP 5 - 2024-03-31 226,430 $20,585,000 200,184
   BANK OF AMERICA CORP /DE/ 2121 - 2024-03-31 170,465 $15,497,000 3,512
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 562 - 2024-03-31 82,384 $7,490,000 32,128
   UBS Group AG 1861 - 2024-03-31 77,851 $7,077,000 16,647
   CWM LLC 408 - 2024-03-31 57,385 $5,217,000 4,903
   Private Advisor Group LLC 559 - 2024-03-31 41,513 $3,774,000 1,379
   JANNEY MONTGOMERY SCOTT LLC 1027 - 2024-03-31 28,505 $2,591,000 60
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 725 - 2024-03-31 27,200 $2,473,000 1,758
   BIONDO INVESTMENT ADVISORS LLC 48 - 2024-03-31 22,164 $2,015,000 270
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1688 - 2024-03-31 19,708 $1,792,000 761
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1943 - 2024-03-31 18,695 $1,700,000 5,322
   COMMONWEALTH EQUITY SERVICES LLC. 1883 - 2024-03-31 18,128 $1,648,000 6,623
   MML INVESTORS SERVICES LLC 1216 - 2024-03-31 15,607 $1,419,000 255
   HARBOUR INVESTMENTS INC. 296 - 2023-12-31 16,845 $1,411,000 2,137
   Strid Group LLC 26 - 2024-03-31 11,591 $1,054,000 6
   Snowden Capital Advisors LLC 477 - 2024-03-31 11,566 $1,051,000 250
   Financial Partners Group Inc 57 - 2024-03-31 11,535 $1,049,000 4,954
   CREATIVE PLANNING 1364 - 2024-03-31 10,438 $949,000 6,012
   Advisor Group Holdings Inc. 2405 - 2024-03-31 10,167 $924,000 565
   Nemes Rush Group LLC 101 - 2024-03-31 8,354 $759,000 231
   CITADEL ADVISORS LLC 3453 - 2024-03-31 7,288 $663,000 2,353
   Geneos Wealth Management Inc. 436 - 2024-03-31 7,010 $637,000 89
   Fifth Third Securities Inc. 184 - 2024-03-31 6,077 $552,000 374
   Kestra Advisory Services LLC 1774 - 2024-03-31 4,513 $410,000 666
   NorthCrest Asset Manangement LLC 408 - 2024-03-31 4,379 $398,000 1,301
   FMR LLC 2700 - 2024-03-31 3,532 $321,000 160
   Cornerstone Planning Group LLC 54 - 2024-03-31 3,352 $292,000 587
   FAMILY CAPITAL TRUST CO 46 - 2024-03-31 2,059 $187,000 1,845
   Spire Wealth Management 784 - 2024-03-31 2,050 $186,000 400
   Coastal Investment Advisors Inc. 421 - 2024-03-31 1,880 $171,000 1,880
   Register Financial Advisors LLC 417 - 2024-03-31 283 $26,000 50
   Nelson Van Denburg & Campbell Wealth Management Gr 2207 - 2024-03-31 35 $3,000 35

  35 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results