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Get Institutions for : 
Invesco Dwa Consumer Staples Momentum ETF Trust (PSL)  
$94.19 0.99 (1.04%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    2
Total shares held : 
308,507  
% of shares held : 
24.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-89,745  
% of shares held change : 
  -7.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 3,005
 0.97%
 
Increased Positions :
11
 25,409
 8.24%
 
Unchanged Positions :
10
 16,492
 5.35%
 
Decreased Positions :
24
-57,975
-18.79%
 
Closed Positions :
5
-60,184
-19.51%
 
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
   MORGAN STANLEY 3858 - 2024-03-31 49,014 $4,787,000 -5,935
   BANK OF AMERICA CORP /DE/ 3369 - 2024-03-31 29,818 $2,912,000 -8,154
   COMMONWEALTH EQUITY SERVICES LLC. 1811 - 2024-03-31 19,329 $1,888,000 -36
   LPL FINANCIAL CORP 2563 - 2024-03-31 18,878 $1,844,000 -20
   FINANCIAL NETWORK 1176 - 2024-03-31 15,252 $1,490,000 -1,577
   AMERIPRISE FINANCIAL INC 2963 - 2024-03-31 13,997 $1,370,000 -1,015
   WELLS FARGO & CO/MN 2948 - 2024-03-31 11,156 $1,090,000 -6,545
   UBS Group AG 3586 - 2024-03-31 9,523 $930,000 -8,583
   Advisor Group Holdings Inc. 2403 - 2024-03-31 9,466 $925,000 -439
   H D Vest Advisory Services 925 - 2024-03-31 6,601 $645,000 -296
   PEAPACK GLADSTONE FINANCIAL CORP 461 - 2024-03-31 6,184 $604,000 -200
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2246 - 2024-03-31 5,225 $510,000 -160
   Stratos Wealth Partners LTD. 1048 - 2024-03-31 3,376 $330,000 -139
   JANNEY MONTGOMERY SCOTT LLC 2365 - 2024-03-31 2,863 $280,000 -191
   JNBA FINANCIAL ADVISORS 172 - 2024-03-31 2,854 $279,000 -28
   Geneos Wealth Management Inc. 635 - 2024-03-31 2,674 $261,000 -375
   ROYAL BANK OF CANADA 3954 - 2024-03-31 2,569 $251,000 -810
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4373 - 2024-03-31 2,341 $229,000 -381
   TRANSAMERICA FINANCIAL ADVISORS, INC. 228 - 2024-03-31 1,579 $155,000 -607
   FMR LLC 3224 - 2024-03-31 785 $77,000 -47
   Global Retirement Partners LLC 1319 - 2024-03-31 613 $60,000 -99
   Capital Analysts Inc. 701 - 2024-03-31 408 $40,000 -274
   COMERICA BANK 3621 - 2024-03-31 1 $0 -173

  23 Records found
  1    
  Page 1 of 1
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