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Get Institutions for : 
Invesco Dwa Consumer Staples Momentum ETF Trust (PSL)  
$94.19 0.99 (1.04%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    2
Total shares held : 
308,507  
% of shares held : 
24.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-89,745  
% of shares held change : 
  -7.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$82.90  
Last Quarter's Ending Price : 
$91.50  
Last Quarter's Average Price
$84.07  
Change from last quarter's     
avg. price to the last closing  : 
10.12 (12.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 3,005
 0.97%
 
Increased Positions :
11
 25,409
 8.24%
 
Unchanged Positions :
10
 16,492
 5.35%
 
Decreased Positions :
24
-57,975
-18.79%
 
Closed Positions :
5
-60,184
-19.51%
 
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
   BANK OF AMERICA CORP /DE/ 3119 - 2023-12-31 37,972 $3,474,000 -234
   COMMONWEALTH EQUITY SERVICES LLC. 1811 - 2024-03-31 19,329 $1,888,000 -36
   LPL FINANCIAL CORP 2513 - 2023-12-31 18,898 $1,729,000 -21,366
   UBS Group AG 3001 - 2023-12-31 18,106 $1,657,000 -1,793
   WELLS FARGO & CO/MN 2637 - 2023-12-31 17,701 $1,620,000 -1,335
   FINANCIAL NETWORK 1105 - 2023-12-31 16,829 $1,540,000 -1,405
   AMERIPRISE FINANCIAL INC 2984 - 2023-12-31 15,012 $1,374,000 -5,270
   Advisor Group Holdings Inc. 2605 - 2023-12-31 9,905 $907,000 -1,946
   GOLDMAN SACHS GROUP INC/ 3596 - 2023-12-31 9,194 $841,000 -9,757
   PEAPACK GLADSTONE FINANCIAL CORP 458 - 2023-12-31 6,384 $584,000 -10
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2246 - 2024-03-31 5,225 $510,000 -160
   NATIONAL ASSET MANAGEMENT, INC. 850 - 2023-12-31 5,064 $463,000 -108
   Stratos Wealth Partners LTD. 1048 - 2024-03-31 3,376 $330,000 -139
   ROYAL BANK OF CANADA 4072 - 2023-12-31 3,379 $310,000 -8,649
   JANNEY MONTGOMERY SCOTT LLC 2365 - 2024-03-31 2,863 $280,000 -191
   JNBA FINANCIAL ADVISORS 172 - 2024-03-31 2,854 $279,000 -28
   Geneos Wealth Management Inc. - 2024-03-31 2,674 $261,000 -375
   TRANSAMERICA FINANCIAL ADVISORS, INC. 240 - 2023-12-31 2,186 $201,000 -2,988
   Global Retirement Partners LLC 1319 - 2024-03-31 613 $60,000 -99
   COMERICA BANK 2994 - 2023-12-31 174 $16,000 -154
   PNC FINANCIAL SERVICES GROUP INC 3696 - 2023-12-31 93 $9,000 -220
   Qube Research & Technologies Ltd 3348 - 2023-12-31 33 $3,000 -40

  22 Records found
  1    
  Page 1 of 1
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