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Get Institutions for : 
Invesco Dynamic Market ETF (PWC)  
$43.98 0.72 (1.67%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    3
Total shares held : 
 333,698  
% of shares held : 
 26.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 -29,157  
% of shares held change : 
   -2.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.57  
Last Quarter's Ending Price : 
 $40.53  
Last Quarter's Average Price : 
 $37.80  
Change from last quarter's     
avg. price to the last closing  : 
6.18 (16.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 17,583
 5.27%
 
Increased Positions :
6
 39,546
 11.85%
 
Unchanged Positions :
17
 30,480
 9.13%
 
Decreased Positions :
12
-27,673
-8.29%
 
Closed Positions :
6
-58,613
-17.56%
 
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
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 51 - 2024-03-31 61,231 $2,784,000 0
   BBR PARTNERS, LLC 146 - 2024-03-31 9,792 $445,000 0
   GOLDMAN SACHS GROUP INC/ 4015 - 2024-03-31 8,449 $384,000 0
   Evanson Asset Management LLC 253 - 2024-03-31 6,021 $274,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 170 - 2023-12-31 5,898 $239,000 0
   HPM Partners LLC 2012 - 2024-03-31 5,100 $232,000 0
   BELLEVUE ASSET MANAGEMENT LLC 107 - 2024-03-31 1,920 $87,000 0
   Hartland & Co. LLC 670 - 2024-03-31 1,680 $74,000 0
   Beacon Capital Management LLC 235 - 2024-03-31 1,470 $67,000 0
   J P MORGAN CHASE & CO 4743 - 2024-03-31 954 $43,000 0
   SANDY SPRING BANK 632 - 2024-03-31 813 $37,000 0
   Family Asset Management LLC 137 - 2024-03-31 750 $34,000 0
   McIlrath & Eck LLC 349 - 2024-03-31 738 $34,000 0
   Frazier Financial Advisors LLC 227 - 2024-03-31 552 $25,000 0
   Global Retirement Partners LLC 1899 - 2024-03-31 321 $15,000 0
   Addison Advisors LLC 486 - 2024-03-31 300 $14,000 0
   PSI Advisors LLC 445 - 2024-03-31 281 $13,000 0
   PNC FINANCIAL SERVICES GROUP INC 3695 - 2024-03-31 210 $10,000 0
   Kalos Management Inc. 117 - 2023-06-30 24 $3,000 0
   SALEM INVESTMENT COUNSELORS INC 1118 - 2024-03-31 3 $0 0
   DHJJ Financial Advisors Ltd. 692 - 2024-03-31 3 $0 0
   PROEQUITIES INC. 8737 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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