Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Dwa Technology Momentum Etf Trust (PTF)  
$58.21 0.56 (0.95%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    6
Total shares held : 
 4,187,691  
% of shares held : 
 17.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 213,387  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.99  
Last Quarter's Ending Price : 
 $57.38  
Last Quarter's Average Price : 
 $53.21  
Change from last quarter's     
avg. price to the last closing  : 
5.00 (9.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 46,672
 1.11%
 
Increased Positions :
29
 293,356
 7.01%
 
Unchanged Positions :
20
 211,118
 5.04%
 
Decreased Positions :
27
-126,641
-3.02%
 
Closed Positions :
0
0
0%
 
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
   HIGHTOWER ADVISORS, LLC 401 - 2024-03-31 466,453 $26,769,000 -44,681
   TRANSAMERICA FINANCIAL ADVISORS, INC. 11 - 2024-03-31 239,005 $13,715,000 -914
   UBS Group AG 1705 - 2024-03-31 151,219 $8,677,000 -90,778
   JANNEY MONTGOMERY SCOTT LLC 611 - 2024-03-31 135,349 $7,766,000 -7,567
   MML INVESTORS SERVICES LLC 554 - 2024-03-31 109,593 $6,288,000 -62,447
   AMERIPRISE FINANCIAL INC 2216 - 2024-03-31 96,968 $5,566,000 -16,895
   RAYMOND JAMES & ASSOCIATES 1615 - 2024-03-31 82,554 $4,737,000 -15,873
   THEORY FINANCIAL LLC 19 - 2024-03-31 71,549 $4,105,000 -8,799
   STIFEL FINANCIAL CORP 1349 - 2024-03-31 60,517 $3,472,000 -16
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1375 - 2024-03-31 55,785 $3,201,000 -3,145
   BB&T CORP 1112 - 2024-03-31 49,113 $2,818,000 -518
   Genesee Capital Advisors LLC 21 - 2024-03-31 36,487 $2,094,000 -464
   Advisor Group Holdings Inc. 1702 - 2024-03-31 34,395 $1,974,000 -6,043
   SIGNALPOINT ASSET MANAGEMENT, LLC 38 - 2024-03-31 33,688 $1,933,000 -1,416
   IHT Wealth Management LLC 300 - 2024-03-31 29,038 $1,666,000 -3,007
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 878 - 2024-03-31 25,504 $1,463,000 -22
   Nilsine Partners LLC 131 - 2024-03-31 24,960 $1,432,000 -184
   SILVER OAK SECURITIES Inc 112 - 2024-03-31 23,528 $1,350,000 -8,106
   EP WEALTH ADVISORS, INC. 345 - 2024-03-31 21,028 $1,207,000 -20
   PRIVATE TRUST CO NA 194 - 2024-03-31 19,287 $1,107,000 -2,007
   Private Advisor Group LLC 1176 - 2024-03-31 16,628 $954,000 -2,974
   Unique Wealth Strategies LLC 71 - 2024-03-31 14,681 $842,000 -46,948
   FINANCIAL NETWORK 1621 - 2024-03-31 13,447 $772,000 -728
   Wealthcare Advisory Partners LLC 455 - 2024-03-31 12,747 $731,000 -4,286
   COMERICA BANK 1727 - 2024-03-31 11,963 $686,000 -131
   Hennion & Walsh Asset Management Inc. 581 - 2024-03-31 8,250 $473,000 -210
   BALANCED WEALTH GROUP LLC 51 - 2024-03-31 8,087 $457,000 -366
   PROSPERA FINANCIAL SERVICES 743 - 2023-12-31 7,539 $381,000 -700
   Steward Partners Investment Advisory LLC 1173 - 2024-03-31 6,372 $366,000 -3,900
   Western Financial Corp/CA 89 - 2024-03-31 6,303 $362,000 -1,154
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3831 - 2024-03-31 6,218 $357,000 -929
   EPG Wealth Management LLC 201 - 2024-03-31 6,200 $356,000 -400
   MinichMacGregor Wealth Management LLC 79 - 2024-03-31 6,114 $351,000 -572
   MARINER WEALTH ADVISORS, LLC 2341 - 2024-03-31 5,814 $334,000 -182
   CENTAURUS FINANCIAL INC. 575 - 2024-03-31 4,050 $232,000 -120
   Qube Research & Technologies Ltd 3524 - 2024-03-31 20 $1,000 -60
   CITADEL ADVISORS LLC 5742 - 2024-03-31 3 $0 -4,979
  37 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