Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco S&P Midcap 400 Equal Weight ETF (EWMC)  
$114.29 0.45 (0.39%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    2
Total shares held : 
 1,279,494  
% of shares held : 
 10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -139,404  
% of shares held change : 
   -1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $98.14  
Last Quarter's Ending Price : 
 $120.28  
Last Quarter's Average Price : 
 $105.77  
Change from last quarter's     
avg. price to the last closing  : 
8.52 (8.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 182,776
 14.29%
 
Increased Positions :
16
 227,910
 17.81%
 
Unchanged Positions :
10
 8,730
 0.68%
 
Decreased Positions :
22
-289,649
-22.64%
 
Closed Positions :
7
-260,441
-20.35%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1511 - 2024-03-31 86,830 $10,444,000 -5,265
   AMERIPRISE FINANCIAL INC 1933 - 2024-03-31 66,819 $8,038,000 -3,114
   BANK OF AMERICA CORP /DE/ 3360 - 2024-03-31 24,445 $2,940,000 -25,203
   UBS Group AG 2644 - 2024-03-31 24,364 $2,931,000 -123
   ARGI INVESTMENT SERVICES, LLC 138 - 2022-12-31 33,324 $2,790,000 -527
   Davis Investment Partners LLC 19 - 2024-03-31 15,386 $1,818,000 -18
   Concurrent Investment Advisors LLC 271 - 2024-03-31 14,034 $1,688,000 -707
   Arrowroot Family Office LLC 36 - 2024-03-31 10,378 $1,248,000 -379
   Ethos Financial Group LLC 80 - 2024-03-31 7,382 $888,000 -576
   Jackson Creek Investment Advisors LLC 207 - 2024-03-31 6,122 $736,000 -1,403
   Lido Advisors LLC 725 - 2024-03-31 5,263 $633,000 -465
   AXXCESS WEALTH MANAGEMENT LLC 539 - 2024-03-31 4,066 $489,000 -781
   Waycross Investment Management Co 49 - 2024-03-31 4,023 $484,000 -9
   RAYMOND JAMES TRUST CO 755 - 2024-03-31 3,869 $465,000 -42
   International Private Wealth Advisors LLC 32 - 2024-03-31 3,584 $431,000 -60
   Arkadios Wealth Advisors 488 - 2024-03-31 2,879 $346,000 -564
   Capital Advisors Ltd. LLC 214 - 2024-03-31 2,605 $313,000 -611
   RAYMOND JAMES & ASSOCIATES 3417 - 2024-03-31 2,137 $257,000 -934
   Aspire Wealth Management Corp 128 - 2024-03-31 533 $64,000 -3
   Global Retirement Partners LLC 1647 - 2024-03-31 229 $28,000 -827
   Goss Wealth Management LLC 2484 - 2024-03-31 232 $28,000 -100
  21 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