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Get Institutions for : 
Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)  
$32.65 0.17 (0.52%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    6
Total shares held : 
 1,717,745  
% of shares held : 
 28.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 218,202  
% of shares held change : 
   3.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.57  
Last Quarter's Ending Price : 
 $32.87  
Last Quarter's Average Price : 
 $32.17  
Change from last quarter's     
avg. price to the last closing  : 
0.48 (1.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 229,421
 13.36%
 
Increased Positions :
11
 229,432
 13.36%
 
Unchanged Positions :
11
 17,889
 1.04%
 
Decreased Positions :
21
-179,727
-10.46%
 
Closed Positions :
3
-60,924
-3.55%
 
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
   Gerber Kawasaki Wealth & Investment Management 35 - 2024-03-31 415,409 $13,653,000 27,943
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 898 - 2024-03-31 247,622 $8,138,000 170,628
   LPL FINANCIAL CORP 1538 - 2024-03-31 217,200 $7,139,000 48,111
   MORGAN STANLEY 4273 - 2024-03-31 81,483 $2,678,000 997
   FORTEM FINANCIAL GROUP LLC 25 - 2024-03-31 69,167 $2,273,000 1,697
   Advisor Group Holdings Inc. 1836 - 2024-03-31 49,988 $1,643,000 16,839
   WELLS FARGO & CO/MN 3033 - 2024-03-31 28,497 $937,000 2,951
   H D Vest Advisory Services 990 - 2024-03-31 16,495 $542,000 1,216
   ROYAL BANK OF CANADA 3413 - 2024-03-31 16,234 $534,000 390
   Private Advisor Group LLC 1507 - 2024-03-31 15,363 $505,000 208
   Global Retirement Partners LLC 551 - 2024-03-31 13,718 $451,000 302
   BANK OF AMERICA CORP /DE/ 4558 - 2024-03-31 11,333 $372,000 2,942
   Walker Asset Management LLC 98 - 2024-03-31 9,129 $300,000 27
   PRINCIPAL SECURITIES INC. 1140 - 2024-03-31 4,320 $142,000 143
   Bogart Wealth LLC 644 - 2024-03-31 310 $10,000 2
   Financial Gravity Wealth Inc. 716 - 2024-03-31 102 $3,000 77
   SIMPLEX TRADING LLC 2139 - 2024-03-31 84 $2,000 84
  17 Records found
  1    
  Page 1 of 1
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