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Get Institutions for : 
Invesco Dwa Financial Momentum ETF Trust (PFI)  
$47.20 0.29 (0.61%) as of 4:30 Mon 4/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    2
Total shares held : 
 743,710  
% of shares held : 
 68.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -858  
% of shares held change : 
   -0.08%  
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 :
2
 9,961
 1.34%
 
Increased Positions :
7
 21,298
 2.86%
 
Unchanged Positions :
11
 297,244
 39.97%
 
Decreased Positions :
8
-19,792
-2.66%
 
Closed Positions :
4
-12,325
-1.66%
 
Guru Positions :
0
 0%
 
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 period: 3-31-2024 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
   TRANSAMERICA FINANCIAL ADVISORS, INC. 12 - 2024-06-30 268,458 $13,112,000 0
   JANNEY MONTGOMERY SCOTT LLC 626 - 2024-06-30 134,794 $6,583,000 -14,950
   BANK OF AMERICA CORP /DE/ 3425 - 2024-06-30 56,531 $2,761,000 -760
   MORGAN STANLEY 4415 - 2024-06-30 42,395 $2,071,000 2,789
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1336 - 2024-06-30 37,189 $1,816,000 10,783
   Genesee Capital Advisors LLC 34 - 2024-06-30 31,118 $1,520,000 4,713
   SILVER OAK SECURITIES Inc 110 - 2024-06-30 26,490 $1,294,000 -557
   Advisor Group Holdings Inc. 2253 - 2024-06-30 18,378 $898,000 -882
   SPC FINANCIAL, INC. 109 - 2024-06-30 17,414 $851,000 837
   SIGNALPOINT ASSET MANAGEMENT, LLC 100 - 2024-06-30 16,743 $818,000 -70
   LPL FINANCIAL CORP 3392 - 2024-06-30 16,484 $805,000 -1,641
   UBS Group AG 3738 - 2024-06-30 12,760 $623,000 -900
   AMERIPRISE FINANCIAL INC 3284 - 2024-06-30 11,975 $585,000 23
   Unique Wealth Strategies LLC 118 - 2024-06-30 10,135 $504,000 0
   GeoWealth Management LLC 431 *New 2024-06-30 9,948 $486,000 9,948
   ROYAL BANK OF CANADA 3641 - 2024-06-30 8,903 $435,000 2,151
   GOLDMAN SACHS GROUP INC/ 4094 - 2024-06-30 6,660 $325,000 0
   Asset Dedication LLC 275 - 2024-06-30 5,973 $292,000 0
   Cetera Investment Advisers 3120 - 2024-06-30 5,343 $261,000 371
   HIGHTOWER ADVISORS, LLC 2788 - 2024-06-30 5,195 $254,000 -32
   FINANCIAL NETWORK 2514 - 2024-03-31 4,381 $218,000 4,381
   COMERICA BANK 2274 - 2024-06-30 3,900 $190,000 0
   BELLEVUE ASSET MANAGEMENT LLC 117 - 2024-06-30 1,472 $72,000 0
   Geneos Wealth Management Inc. 1246 - 2024-06-30 600 $29,000 0
   CWM LLC 3707 - 2024-06-30 136 $7,000 2
   Coppell Advisory Solutions LLC 1460 *New 2024-06-30 13 $1,000 13
   TOWER RESEARCH CAPITAL LLC 5203 - 2024-06-30 22 $1,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1533 - 2024-06-30 23 $1,000 0
   Advisors Preferred LLC 193 *Closed 2024-06-30 0 $0 -3,785
   PROEQUITIES INC. 7045 - 2024-06-30 0 $0 0
   CITADEL ADVISORS LLC 6372 *Closed 2024-06-30 0 $0 -8,355
   WELLS FARGO & CO/MN 6599 - 2024-06-30 1 $0 0
   HARBOUR INVESTMENTS INC. 3239 *Closed 2024-06-30 0 $0 -34
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3682 *Closed 2024-06-30 0 $0 -151
  34 Records found
  1    
  Page 1 of 1
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