Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Russell Midcap Equal Weight ETF (EQWM)  
$107.30 1.04 (0.98%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    36
Total shares held : 
 19,125,682  
% of shares held : 
 21.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   122  
Amount of shares held : 
 7,644,761  
% of shares held change : 
   8.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $79.70  
Last Quarter's Ending Price : 
 $88.71  
Last Quarter's Average Price : 
 $82.14  
Change from last quarter's     
avg. price to the last closing  : 
25.16 (30.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 2,210,468
 11.56%
 
Increased Positions :
106
 5,614,576
 29.36%
 
Unchanged Positions :
25
 592,045
 3.1%
 
Decreased Positions :
20
-54,519
-0.29%
 
Closed Positions :
12
-125,764
-0.66%
 
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
   STIFEL FINANCIAL CORP 118 - 2024-03-31 1,568,327 $172,600,000 -14,432
   BENJAMIN F. EDWARDS & COMPANY INC. 2 - 2024-03-31 1,023,600 $112,647,000 -9,438
   THRIVENT FINANCIAL FOR LUTHERANS 271 - 2024-03-31 415,182 $45,691,000 -45,545
   Capital Planning Advisors LLC 3 - 2024-03-31 309,358 $34,045,000 -754
   ALASKA PERMANENT CAPITAL MANAGEMENT 17 - 2024-03-31 153,732 $16,917,000 -151,816
   RAYMOND JAMES & ASSOCIATES 861 - 2024-03-31 149,692 $16,474,000 -7,817
   Sowell Financial Services LLC 24 - 2024-03-31 136,300 $15,000,000 -13,602
   APCM Wealth Management for Individuals 14 - 2024-03-31 118,591 $13,051,000 -46,087
   Schwallier Wealth Management LLC 4 - 2024-03-31 102,960 $11,331,000 -9,834
   Aveo Capital Partners LLC 24 - 2024-03-31 82,552 $8,655,000 -32,784
   Aspen Wealth Strategies LLC 5 - 2024-03-31 69,712 $7,672,000 -3,904
   Concord Wealth Partners 22 - 2024-03-31 59,275 $6,523,000 -7,330
   Avid Wealth Partners LLC 7 - 2024-03-31 50,881 $5,599,000 -34,333
   GUARANTY TRUST CO OF MISSOURI /MO/ 147 - 2024-03-31 41,599 $4,578,000 -605
   Perennial Investment Advisors LLC 38 - 2024-03-31 35,954 $3,960,000 -4,568
   ATRIA INVESTMENTS LLC 416 - 2024-03-31 34,936 $3,845,000 -3,290
   PENOBSCOT WEALTH MANAGEMENT 9 - 2024-03-31 33,071 $3,639,000 -21
   KESTRA PRIVATE WEALTH SERVICES LLC 307 - 2024-03-31 24,400 $2,685,000 -31,108
   SWMG LLC 19 - 2024-03-31 23,722 $2,611,000 -226
   Firestone Capital Management 34 - 2024-03-31 19,738 $2,172,000 -115
   Wiser Advisor Group LLC 10 - 2024-03-31 17,575 $1,937,000 -141
   COMERICA BANK 1324 - 2024-03-31 13,416 $1,476,000 -1,165
   Integrated Wealth Concepts LLC 631 - 2024-03-31 12,462 $1,371,000 -2,696
   KISTLERTIFFANY COMPANIES, LLC 104 - 2023-06-30 14,073 $1,136,000 -712
   Nalls Sherbakoff Group LLC 21 - 2023-12-31 12,287 $1,090,000 -351
   Traction Financial Partners LLC 20 - 2024-03-31 9,773 $1,049,000 -497
   PACIFIC SUN FINANCIAL CORP 61 - 2024-03-31 7,515 $827,000 -40
   Redwood Financial Network Corp 41 - 2024-03-31 7,318 $805,000 -206
   Twin Peaks Wealth Advisors LLC 50 - 2024-03-31 6,900 $759,000 -105
   Steward Partners Investment Advisory LLC 905 - 2024-03-31 6,539 $720,000 -3,987
   VALMARK ADVISERS INC 325 - 2024-03-31 6,102 $672,000 -73
   Advisory Alpha LLC 195 - 2024-03-31 5,691 $626,000 -2,575
   Absolute Capital Management LLC 60 - 2024-03-31 4,838 $532,000 -2,049
   MONEY CONCEPTS CAPITAL CORP 293 - 2024-03-31 4,479 $493,000 -442
   MARIPAU WEALTH MANAGEMENT LLC 66 - 2024-03-31 4,112 $453,000 -233
   Perigon Wealth Management LLC 560 - 2024-03-31 4,104 $452,000 -179
   MONECO Advisors LLC 260 - 2024-03-31 3,771 $415,000 -180
   Kingsview Wealth Management LLC 742 - 2024-03-31 3,362 $370,000 -219
   HARBOR INVESTMENT ADVISORY LLC 259 - 2024-03-31 3,303 $363,000 -14
   AE Wealth Management LLC 893 - 2024-03-31 3,281 $361,000 -19,229
   Continuum Advisory LLC 454 - 2024-03-31 1,114 $120,000 -2,009
   PRIVATE TRUST CO NA 924 - 2024-03-31 770 $85,000 -210
   WELLS FARGO & CO/MN 4579 - 2024-03-31 578 $64,000 -431
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1162 - 2024-03-31 465 $51,000 -478,493
   TSFG LLC 365 - 2024-03-31 200 $22,000 -770
  45 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us