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Get Institutions for : 
Invesco Dwa Basic Materials Momentum ETF Trust (PYZ)  
$89.18 0.95 (1.06%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    13
Total shares held : 
306,529  
% of shares held : 
13.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
-799,934  
% of shares held change : 
  -34.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$85.08  
Last Quarter's Ending Price : 
$92.90  
Last Quarter's Average Price
$85.03  
Change from last quarter's     
avg. price to the last closing  : 
4.15 (4.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 17,188
 5.61%
 
Increased Positions :
6
 14,903
 4.86%
 
Unchanged Positions :
10
 16,026
 5.23%
 
Decreased Positions :
19
-463,890
-151.34%
 
Closed Positions :
20
-368,135
-120.1%
 
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
   CONCENTRIC WEALTH MANAGEMENT LLC 73 - 2024-03-31 10,300 $957,000 0
   Laurel Wealth Advisors LLC 269 - 2024-03-31 716 $66,000 0
   BELLEVUE ASSET MANAGEMENT LLC 182 - 2024-03-31 377 $35,000 0
   EPG Wealth Management LLC 346 - 2024-03-31 313 $29,000 0
   GPS Wealth Strategies Group LLC 643 - 2024-03-31 304 $28,000 0
   Householder Group Estate & Retirement Specialist L 653 - 2024-03-31 252 $23,000 0
   HANSON MCCLAIN, INC. 2197 - 2024-03-31 82 $8,000 0
   MTM Investment Management LLC 264 - 2024-03-31 87 $8,000 0
   DB Wealth Management Group LLC 305 - 2023-12-31 67 $6,000 0
   Register Financial Advisors LLC 704 - 2024-03-31 7 $1,000 0
   PROEQUITIES INC. 8736 - 2024-03-31 0 $0 0

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