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Get Institutions for : 
Invesco Dwa Industrials Momentum ETF Trust (PRN)  
$136.58 0.39 (0.28%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    1
Total shares held : 
 785,297  
% of shares held : 
 43.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -28,528  
% of shares held change : 
   -1.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.76  
Last Quarter's Ending Price : 
 $118.43  
Last Quarter's Average Price : 
 $105.57  
Change from last quarter's     
avg. price to the last closing  : 
31.01 (29.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 12,069
 1.54%
 
Increased Positions :
15
 18,648
 2.37%
 
Unchanged Positions :
22
 43,426
 5.53%
 
Decreased Positions :
21
-40,099
-5.11%
 
Closed Positions :
6
-19,146
-2.44%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1242 - 2023-12-31 125,109 $14,817,000 -3,139
   TRANSAMERICA FINANCIAL ADVISORS, INC. 8 - 2023-12-31 114,647 $13,578,000 -12,119
   AMERIPRISE FINANCIAL INC 2184 - 2023-12-31 47,817 $5,663,000 -2,546
   LINCOLN NATIONAL CORP - 2024-03-31 28,302 $3,950,000 -1,938
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 29 - 2024-03-31 26,507 $3,699,000 -2,255
   BANK OF AMERICA CORP /DE/ 3092 - 2023-12-31 30,138 $3,569,000 -792
   Genesee Capital Advisors LLC 18 - 2024-03-31 15,562 $2,172,000 -233
   Goss Wealth Management LLC 640 - 2023-12-31 17,387 $2,057,000 -365
   Tredje AP-fonden 390 - 2023-12-31 26,141 $1,901,000 -1,083
   UBS Group AG 2986 - 2023-12-31 14,217 $1,684,000 -4,028
   COMMONWEALTH EQUITY SERVICES LLC. 1961 - 2024-03-31 10,556 $1,473,000 -3,846
   SIGNALPOINT ASSET MANAGEMENT, LLC 64 - 2024-03-31 8,814 $1,230,000 -4
   Unique Wealth Strategies LLC 75 - 2024-03-31 5,731 $800,000 -21,965
   H D Vest Advisory Services 798 - 2023-12-31 6,723 $796,000 -132
   Noble Family Wealth LLC 46 - 2024-03-31 4,697 $655,000 -104
   SCOTIA CAPITAL INC. 553 - 2023-12-31 4,914 $582,000 -80
   RAYMOND JAMES & ASSOCIATES 3082 - 2024-03-31 3,192 $445,000 -184
   ROYAL BANK OF CANADA 3754 - 2023-12-31 3,739 $443,000 -8,231
   WealthBridge Capital Management LLC - 2024-03-31 2,403 $335,000 -1,232
   GLENMEDE TRUST CO NA 1038 - 2023-12-31 2,436 $288,000 -250
   JNBA FINANCIAL ADVISORS 175 - 2024-03-31 1,852 $258,000 -20
   Larson Financial Group LLC - 2024-03-31 1,803 $252,000 -106
   Sunbelt Securities Inc. 762 - 2024-03-31 559 $78,000 -450
   Global Retirement Partners LLC 2068 - 2024-03-31 78 $11,000 -689
  24 Records found
  1    
  Page 1 of 1
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