Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Purebeta 0-5 Yr Us Tips Etf (PBTP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    3
Total shares held : 
1,835,072  
% of shares held : 
20.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-22,544  
% of shares held change : 
  -0.25%  
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
 290,979
 15.86%
 
Increased Positions :
8
 116,429
 6.34%
 
Unchanged Positions :
11
 50,653
 2.76%
 
Decreased Positions :
13
-198,825
-10.83%
 
Closed Positions :
6
-231,127
-12.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   LPL FINANCIAL CORP 1010 - 2024-03-31 683,371 $17,132,000 -74,290
   PMFM INC. 20 - 2024-03-31 312,717 $7,840,000 21,745
   Trilogy Capital Inc. 84 - 2024-03-31 141,355 $3,544,000 38,918
   GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 26 - 2022-12-31 80,700 $1,968,000 -15,515
   Beacon Pointe Advisors LLC 525 - 2024-03-31 69,000 $1,730,000 -2,200
   Sowell Financial Services LLC 266 - 2024-03-31 64,330 $1,613,000 -1,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1945 - 2024-03-31 47,166 $1,182,000 -28,338
   Tidemark LLC 34 - 2024-03-31 46,670 $1,170,000 24,848
   DESTINY CAPITAL SECURITIES CORPORATION 22 - 2023-09-30 43,658 $1,066,000 0
   JANE STREET GROUP LLC 3143 - 2024-03-31 37,589 $942,000 37,589
   BANK OF AMERICA CORP /DE/ 4109 - 2024-03-31 34,370 $862,000 -5,792
   FLOW TRADERS U.S. LLC 334 - 2024-03-31 34,109 $855,000 -85,536
   Advisor Group Holdings Inc. 2492 - 2024-03-31 33,604 $842,000 8,562
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2769 - 2024-03-31 33,565 $841,000 16,392
   Financial Advocates Investment Management 373 - 2024-03-31 28,890 $724,000 437
   Good Life Advisors LLC 229 - 2024-03-31 21,998 $551,000 -3,243
   Stratos Wealth Partners LTD. 873 - 2024-03-31 20,254 $508,000 1,302
   Arkadios Wealth Advisors 415 - 2024-03-31 17,222 $432,000 367
   CITADEL ADVISORS LLC 3979 - 2024-03-31 15,306 $384,000 -26,298
   Private Advisor Group LLC 1799 - 2024-03-31 12,389 $311,000 802
   Perennial Investment Advisors LLC 257 - 2024-03-31 11,995 $301,000 -1,558
   Destiny Capital Corp/CO 41 - 2024-03-31 11,078 $278,000 -748
   Equitable Holdings Inc. 1030 - 2024-03-31 9,532 $239,000 -15,603
   Envestnet Portfolio Solutions Inc. 1559 *New 2024-03-31 8,100 $203,000 8,100
   Atria Wealth Solutions Inc. 1807 - 2024-03-31 8,100 $203,000 -4,790
   Farther Finance Advisors LLC 679 *New 2024-03-31 8,002 $200,000 8,002
   GeoWealth Management LLC 808 - 2024-03-31 1,627 $41,000 10
   ICA Group Wealth Management LLC 768 - 2024-03-31 755 $19,000 -168
   Key Financial Inc 718 - 2024-03-31 461 $12,000 0
   Global Retirement Partners LLC 2069 - 2024-03-31 440 $11,000 0
   Capital Investment Advisory Services LLC 861 - 2024-03-31 202 $5,000 0
   Geneos Wealth Management Inc. 1826 - 2024-03-31 125 $3,000 -3,628
   Sutton Wealth Advisors Inc. 703 - 2023-09-30 100 $2,000 0
   ROYAL BANK OF CANADA 5994 - 2024-03-31 93 $2,000 0
   SRS Capital Advisors Inc. 1198 - 2024-03-31 53 $1,000 0
   WELLS FARGO & CO/MN 5936 - 2024-03-31 1 $0 1
   MARINER WEALTH ADVISORS, LLC 3196 *Closed 2024-03-31 0 $0 -18,506
   MORGAN STANLEY 7345 - 2024-03-31 2 $0 0
   J P MORGAN CHASE & CO 6107 - 2024-03-31 4 $0 -1
   PROEQUITIES INC. 8675 - 2024-03-31 0 $0 0
   Kestra Advisory Services LLC 2472 *Closed 2024-03-31 0 $0 -15,457
   Ford Financial Group Inc. 102 *Closed 2023-03-31 0 $0 -12,065
   Steward Partners Investment Advisory LLC 3577 *Closed 2024-03-31 0 $0 -1,139

  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results