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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$83.89 0.09 (0.11%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
 2,002,183  
% of shares held : 
 14.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -124,809  
% of shares held change : 
   -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.89  
Last Quarter's Ending Price : 
 $80.22  
Last Quarter's Average Price : 
 $73.67  
Change from last quarter's     
avg. price to the last closing  : 
10.22 (13.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,739
 4.73%
 
Increased Positions :
19
 94,234
 4.71%
 
Unchanged Positions :
16
 90,429
 4.52%
 
Decreased Positions :
16
-118,464
-5.92%
 
Closed Positions :
10
-195,318
-9.76%
 
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
   Trilogy Capital Inc. 7 - 2024-03-31 591,040 $47,413,000 -1,658
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1031 - 2024-03-31 74,884 $6,007,000 -25,249
   INVESCO LTD 2141 - 2024-03-31 65,652 $5,267,000 -8,323
   Professional Financial Advisors LLC 18 - 2024-03-31 47,100 $3,778,000 -1,632
   MONEY CONCEPTS CAPITAL CORP 109 - 2024-03-31 33,464 $2,685,000 -11,678
   Perigon Wealth Management LLC 334 - 2024-03-31 14,891 $1,195,000 -230
   Global Retirement Partners LLC 392 - 2024-03-31 10,565 $848,000 -219
   Weaver Consulting Group 74 - 2024-03-31 9,348 $750,000 -27
   Insight Advisors LLC/ PA 131 - 2024-03-31 7,538 $605,000 -73
   CoreCap Advisors LLC 345 - 2023-12-31 7,735 $507,000 -442
   CREATIVE FINANCIAL DESIGNS INC /ADV 267 - 2024-03-31 6,033 $484,000 -9,531
   Betterment LLC 286 - 2024-03-31 4,766 $382,000 -154
   Harvest Investment Services LLC 129 - 2024-03-31 4,759 $382,000 -15
   Trinity Wealth Management LLC 37 - 2024-03-31 3,364 $270,000 -411
   PSI Advisors LLC 431 - 2024-03-31 177 $14,000 -1
   WELLS FARGO & CO/MN 6458 - 2024-03-31 1 $0 -6,057
  16 Records found
  1    
  Page 1 of 1
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