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Get Institutions for : 
Invesco Dynamic Pharmaceuticals ETF (PJP)  
$81.33 0.45 (0.55%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    1
Total shares held : 
 641,285  
% of shares held : 
 13.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -63,704  
% of shares held change : 
   -1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.45  
Last Quarter's Ending Price : 
 $80.16  
Last Quarter's Average Price : 
 $77.47  
Change from last quarter's     
avg. price to the last closing  : 
3.86 (4.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 52,275
 8.15%
 
Increased Positions :
10
 20,530
 3.2%
 
Unchanged Positions :
34
 35,197
 5.49%
 
Decreased Positions :
31
-93,359
-14.56%
 
Closed Positions :
7
-43,150
-6.73%
 
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
   Peak Asset Management LLC 18 - 2024-03-31 138,747 $11,122,000 1,778
   LPL FINANCIAL CORP 1584 - 2024-03-31 81,553 $6,537,000 41,662
   MORGAN STANLEY 3690 - 2024-03-31 75,126 $6,022,000 29,366
   UBS Group AG 2588 - 2024-03-31 39,100 $3,134,000 3,311
   WELLS FARGO & CO/MN 2473 - 2024-03-31 28,541 $2,288,000 4,592
   Fortis Group Advisors LLC 60 - 2024-03-31 26,038 $2,087,000 25,838
   ENVESTNET ASSET MANAGEMENT INC 2998 - 2024-03-31 12,722 $1,020,000 9,853
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1454 - 2024-03-31 7,729 $620,000 1,438
   HIGHTOWER ADVISORS, LLC 2163 - 2024-03-31 6,999 $561,000 4,302
   MARINER WEALTH ADVISORS, LLC 2036 - 2024-03-31 6,048 $485,000 2,594
   Element Wealth LLC 70 - 2024-03-31 5,622 $451,000 31
   Capital Investment Advisory Services LLC 333 - 2024-03-31 5,317 $426,000 9
   TOWER RESEARCH CAPITAL LLC 1025 - 2024-03-31 4,738 $380,000 4,707
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2822 - 2024-03-31 3,772 $302,000 2
   Kraft Davis & Associates LLC 106 - 2024-03-31 3,628 $291,000 10
   CREATIVE PLANNING 2309 - 2024-03-31 3,427 $275,000 3,427
   BANK OF MONTREAL /CAN/ 2468 - 2024-03-31 3,288 $265,000 2,097
   Geneos Wealth Management Inc. 745 - 2024-03-31 2,050 $164,000 980
   HARBOUR INVESTMENTS INC. 1065 - 2023-12-31 1,574 $120,000 414
   PNC FINANCIAL SERVICES GROUP INC 2722 - 2024-03-31 1,025 $82,000 525
   Steward Partners Investment Advisory LLC 1901 - 2024-03-31 925 $74,000 625
   IFP Advisors Inc 1623 - 2023-12-31 494 $38,000 159
   COMERICA BANK 2996 - 2024-03-31 267 $21,000 77
  23 Records found
  1    
  Page 1 of 1
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