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Get Institutions for : 
Invesco Dwa Healthcare Momentum ETF Trust (PTH)  
$40.78 0.00 (0.00%) as of 4:30 Tue 4/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    5
Total shares held : 
 1,326,348  
% of shares held : 
 32.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -65,161  
% of shares held change : 
   -1.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 27,475
 2.07%
 
Increased Positions :
11
 81,278
 6.13%
 
Unchanged Positions :
21
 54,858
 4.14%
 
Decreased Positions :
28
-92,815
-7%
 
Closed Positions :
10
-81,099
-6.11%
 
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
   LPL FINANCIAL CORP 1616 - 2024-03-31 142,035 $6,244,000 20,261
   BANK OF AMERICA CORP /DE/ 2993 - 2024-03-31 108,398 $4,765,000 735
   SFI Advisors LLC 12 - 2024-03-31 96,191 $4,229,000 18,599
   WELLS FARGO & CO/MN 2600 - 2024-03-31 43,618 $1,917,000 7,110
   IHT Wealth Management LLC 270 - 2024-03-31 41,796 $1,837,000 1,173
   RAYMOND JAMES & ASSOCIATES 2253 - 2024-03-31 38,509 $1,693,000 38,509
   Private Advisor Group LLC 1070 - 2024-03-31 27,242 $1,198,000 20,381
   Atria Wealth Solutions Inc. 913 - 2024-03-31 22,367 $983,000 4,645
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2188 - 2024-03-31 17,867 $785,000 308
   STIFEL FINANCIAL CORP 2512 - 2024-03-31 13,192 $580,000 165
   Cetera Investment Advisers 2510 - 2024-03-31 12,432 $547,000 6,686
   VALMARK ADVISERS INC 464 - 2024-03-31 6,037 $265,000 70
   Asset Allocation Strategies LLC 64 - 2024-03-31 5,922 $260,000 5,922
   Coastal Investment Advisors Inc. 661 - 2024-03-31 375 $16,000 375
  14 Records found
  1    
  Page 1 of 1
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