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Get Institutions for : 
Invesco Dwa Smallcap Momentum ETF Trust Ii (DWAS)  
$88.28 0.29 (0.33%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    2
Total shares held : 
 7,235,521  
% of shares held : 
 8.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 66,693  
% of shares held change : 
   0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $73.79  
Last Quarter's Ending Price : 
 $83.79  
Last Quarter's Average Price : 
 $75.38  
Change from last quarter's     
avg. price to the last closing  : 
12.90 (17.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 70,446
 0.97%
 
Increased Positions :
25
 316,122
 4.37%
 
Unchanged Positions :
19
 24,450
 0.34%
 
Decreased Positions :
34
-302,498
-4.18%
 
Closed Positions :
7
-17,377
-0.24%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 731 - 2024-03-31 243,118 $22,102,000 -853
   ROYAL BANK OF CANADA 1160 - 2024-03-31 208,724 $18,975,000 -6,077
   LPL FINANCIAL CORP 1100 - 2024-03-31 158,309 $14,392,000 -5,283
   HighMark Wealth Management LLC 6 - 2024-03-31 49,485 $4,480,000 -585
   LJI Wealth Management LLC 17 - 2024-03-31 41,612 $3,783,000 -69
   ENVESTNET ASSET MANAGEMENT INC 2401 - 2024-03-31 28,705 $2,610,000 -2,299
   Baird Financial Group Inc. 884 - 2024-03-31 27,211 $2,474,000 -10,026
   PROSPERA FINANCIAL SERVICES 277 - 2023-12-31 28,980 $2,428,000 -2,050
   FINANCIAL NETWORK 1133 - 2024-03-31 18,027 $1,639,000 -1,982
   STIFEL FINANCIAL CORP 1910 - 2024-03-31 16,972 $1,543,000 -271
   IHT Wealth Management LLC 323 - 2024-03-31 16,485 $1,499,000 -16,431
   MONTICELLO WEALTH MANAGEMENT LLC 86 - 2024-03-31 16,247 $1,477,000 -2,682
   EP WEALTH ADVISORS, INC. 399 - 2024-03-31 9,639 $876,000 -50
   Transparent Wealth Partners LLC 20 - 2023-03-31 10,649 $785,000 -2,629
   THOROUGHBRED FINANCIAL SERVICES LLC 264 - 2024-03-31 6,638 $603,000 -918
   MERCER GLOBAL ADVISORS INC /ADV 1193 - 2024-03-31 6,366 $579,000 -996
   DB Wealth Management Group LLC 58 - 2023-12-31 6,091 $510,000 -1,757
   Steward Partners Investment Advisory LLC 1123 - 2024-03-31 4,629 $421,000 -250
   Dynamic Advisors Solutions LLC 653 - 2024-03-31 4,524 $411,000 -828
   MorganRosel Wealth Management LLC 84 - 2024-03-31 4,126 $375,000 -412
   Prime Capital Investment Advisors LLC 814 - 2024-03-31 2,850 $259,000 -13
   Stratos Wealth Partners LTD. 1187 - 2024-03-31 2,610 $237,000 -52
   PRIVATE TRUST CO NA 1399 - 2024-03-31 240 $22,000 -102
   COMERICA BANK 3093 - 2024-03-31 144 $13,000 -3
  24 Records found
  1    
  Page 1 of 1
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