Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Dynamic Pharmaceuticals ETF (PJP)  
$78.56 1.31 (1.69%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    1
Total shares held : 
641,285  
% of shares held : 
13.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
-63,704  
% of shares held change : 
  -1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$71.47  
Last Quarter's Ending Price : 
$76.10  
Last Quarter's Average Price
$71.50  
Change from last quarter's     
avg. price to the last closing  : 
7.06 (9.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 52,275
 8.15%
 
Increased Positions :
10
 20,530
 3.2%
 
Unchanged Positions :
34
 35,197
 5.49%
 
Decreased Positions :
31
-93,359
-14.56%
 
Closed Positions :
7
-43,150
-6.73%
 
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
   Peak Asset Management LLC 17 - 2023-12-31 136,969 $10,423,000 6,651
   ROYAL BANK OF CANADA 2846 - 2023-12-31 18,130 $1,380,000 162
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2915 - 2023-12-31 11,969 $911,000 2,533
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1454 - 2024-03-31 7,729 $620,000 1,438
   Capital Investment Advisory Services LLC 333 - 2024-03-31 5,317 $426,000 9
   J P MORGAN CHASE & CO 3906 - 2023-12-31 4,165 $317,000 3,931
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2822 - 2024-03-31 3,772 $302,000 2
   MARINER WEALTH ADVISORS, LLC 2450 - 2023-12-31 3,454 $263,000 3,454
   Equitable Holdings Inc. 995 - 2023-12-31 3,200 $243,000 3,200
   HARBOUR INVESTMENTS INC. 1065 - 2023-12-31 1,574 $120,000 414
   IFP Advisors Inc 1623 - 2023-12-31 494 $38,000 159
   ICA Group Wealth Management LLC 587 - 2023-12-31 480 $37,000 480
   Fortis Group Advisors LLC 258 - 2023-12-31 200 $15,000 100
   Aptus Capital Advisors LLC 761 - 2023-12-31 200 $15,000 25

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