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Get Institutions for : 
Invesco Dynamic Pharmaceuticals ETF (PJP)  
$78.56 1.31 (1.69%) as of 4:30 Wed 5/1


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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
   MORGAN STANLEY 4068 - 2023-12-31 45,760 $3,482,000 -608
   BANK OF AMERICA CORP /DE/ 3124 - 2023-12-31 45,541 $3,466,000 -3,536
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 994 - 2024-03-31 39,749 $3,186,000 -912
   LPL FINANCIAL CORP 2052 - 2023-12-31 39,891 $3,036,000 -538
   UBS Group AG 2547 - 2023-12-31 35,789 $2,724,000 -56,334
   COMMONWEALTH EQUITY SERVICES LLC. 1704 - 2023-12-31 24,939 $1,898,000 -1,009
   WELLS FARGO & CO/MN 2566 - 2023-12-31 23,949 $1,822,000 -4,849
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 58 - 2024-03-31 19,601 $1,571,000 -164
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 150 - 2023-12-31 13,025 $991,000 -143
   Advisor Group Holdings Inc. 2849 - 2023-12-31 9,261 $705,000 -5,291
   RAYMOND JAMES & ASSOCIATES 2969 - 2024-03-31 6,887 $552,000 -255
   Element Wealth LLC 62 - 2023-12-31 5,591 $425,000 -862
   Stonebridge Financial Planning Group LLC 104 - 2023-12-31 5,415 $412,000 -428
   AMERIPRISE FINANCIAL INC 3483 - 2023-12-31 4,763 $362,000 -156
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1304 - 2023-12-31 4,608 $351,000 -1,201
   Apexium Financial LP 173 - 2024-03-31 3,986 $320,000 -1,017
   PACIFIC SUN FINANCIAL CORP 131 - 2023-12-31 4,190 $319,000 -30
   Diversified LLC 110 - 2023-12-31 4,049 $308,000 -211
   Qube Research & Technologies Ltd 2231 - 2023-12-31 3,873 $295,000 -507
   MEANS INVESTMENT CO. INC. 172 - 2024-03-31 3,319 $266,000 -750
   HANSON MCCLAIN, INC. 706 - 2024-03-31 3,173 $254,000 -115
   ENVESTNET ASSET MANAGEMENT INC 3763 - 2023-12-31 2,869 $218,000 -95
   HIGHTOWER ADVISORS, LLC 2915 - 2023-12-31 2,697 $206,000 -2,497
   FMR LLC 3217 - 2023-12-31 901 $69,000 -121
   HORIZON BANCORP /IN/ 128 - 2024-03-31 767 $61,000 -49
   CITIGROUP INC 3902 - 2023-12-31 350 $27,000 -1,787
   Ritter Daniher Financial Advisory LLC / DE 194 - 2023-12-31 300 $23,000 -34
   COMERICA BANK 3035 - 2023-12-31 190 $14,000 -269
   TOWER RESEARCH CAPITAL LLC 5212 - 2023-12-31 31 $2,000 -6,540
  29 Records found
  1    
  Page 1 of 1
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