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Get Institutions for : 
Invesco Dwa Industrials Momentum ETF Trust (PRN)  
$134.93 2.61 (1.9%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    1
Total shares held : 
 785,297  
% of shares held : 
 43.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -28,528  
% of shares held change : 
   -1.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $116.44  
Last Quarter's Ending Price : 
 $139.55  
Last Quarter's Average Price : 
 $126.40  
Change from last quarter's     
avg. price to the last closing  : 
8.53 (6.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 12,069
 1.54%
 
Increased Positions :
15
 18,648
 2.37%
 
Unchanged Positions :
22
 43,426
 5.53%
 
Decreased Positions :
21
-40,099
-5.11%
 
Closed Positions :
6
-19,146
-2.44%
 
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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 8 - 2024-03-31 113,298 $15,811,000 -1,349
   AMERIPRISE FINANCIAL INC 2103 - 2024-03-31 46,259 $6,447,000 -1,558
   BANK OF AMERICA CORP /DE/ 3106 - 2024-03-31 29,424 $4,106,000 -714
   LINCOLN NATIONAL CORP 191 - 2024-03-31 28,302 $3,950,000 -1,938
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 29 - 2024-03-31 26,507 $3,699,000 -2,255
   Genesee Capital Advisors LLC 18 - 2024-03-31 15,562 $2,172,000 -233
   Goss Wealth Management LLC 657 - 2024-03-31 15,259 $2,129,000 -2,128
   UBS Group AG 2993 - 2024-03-31 14,119 $1,970,000 -98
   COMMONWEALTH EQUITY SERVICES LLC. 1961 - 2024-03-31 10,556 $1,473,000 -3,846
   Advisor Group Holdings Inc. 1988 - 2024-03-31 10,045 $1,402,000 -2,231
   SILVER OAK SECURITIES Inc 110 - 2024-03-31 9,754 $1,361,000 -4,457
   SIGNALPOINT ASSET MANAGEMENT, LLC 64 - 2024-03-31 8,814 $1,230,000 -4
   H D Vest Advisory Services 793 - 2024-03-31 6,420 $896,000 -303
   Unique Wealth Strategies LLC 75 - 2024-03-31 5,731 $800,000 -21,965
   Noble Family Wealth LLC 46 - 2024-03-31 4,697 $655,000 -104
   ROYAL BANK OF CANADA 3458 - 2024-03-31 3,574 $499,000 -165
   RAYMOND JAMES & ASSOCIATES 3082 - 2024-03-31 3,192 $445,000 -184
   WealthBridge Capital Management LLC 121 - 2024-03-31 2,403 $335,000 -1,232
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4160 - 2024-03-31 1,945 $271,000 -5,409
   JNBA FINANCIAL ADVISORS 175 - 2024-03-31 1,852 $258,000 -20
   Larson Financial Group LLC 341 - 2024-03-31 1,803 $252,000 -106
   Sunbelt Securities Inc. 762 - 2024-03-31 559 $78,000 -450
   Colonial Trust Co / SC 464 - 2024-03-31 519 $72,000 -831
   Global Retirement Partners LLC 2068 - 2024-03-31 78 $11,000 -689
  24 Records found
  1    
  Page 1 of 1
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