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Get Institutions for : 
Invesco Global Listed Private Equity ETF (PSP)  
$63.94 0.54 (0.85%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    0
Total shares held : 
 2,400,552  
% of shares held : 
 2.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 324,364  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.74  
Last Quarter's Ending Price : 
 $62.20  
Last Quarter's Average Price : 
 $54.15  
Change from last quarter's     
avg. price to the last closing  : 
9.79 (18.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 71,271
 2.97%
 
Increased Positions :
19
 567,157
 23.63%
 
Unchanged Positions :
18
 69,135
 2.88%
 
Decreased Positions :
36
-283,405
-11.81%
 
Closed Positions :
9
-30,659
-1.28%
 
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/ 1914 - 2023-12-31 277,223 $17,243,000 66,329
   LPL FINANCIAL CORP 1299 - 2023-12-31 147,596 $9,180,000 864
   Aletheian Wealth Advisors LLC 6 - 2024-03-31 106,302 $7,012,000 8,075
   MORGAN STANLEY 3636 - 2023-12-31 105,842 $6,583,000 2,583
   JANE STREET GROUP LLC 1822 - 2023-12-31 55,761 $3,468,000 20,995
   MML INVESTORS SERVICES LLC 1432 - 2023-12-31 14,279 $888,000 422
   UBS Group AG 3671 - 2023-12-31 11,386 $708,000 1,784
   NATIONAL BANK OF CANADA /FI/ 1124 - 2023-12-31 8,181 $496,000 390
   Atria Wealth Solutions Inc. 1254 - 2023-12-31 7,213 $449,000 7,213
   Wealthcare Advisory Partners LLC 588 - 2024-03-31 5,967 $394,000 791
   FOUNDERS FINANCIAL SECURITIES LLC 294 - 2024-03-31 5,660 $373,000 137
   Larson Financial Group LLC 385 - 2023-12-31 2,726 $170,000 184
   ADVISORY SERVICES NETWORK, LLC 1859 - 2023-12-31 1,021 $64,000 1,021
   Founders Financial Alliance LLC 356 - 2023-12-31 638 $40,000 2
   Tradition Wealth Management LLC 767 - 2023-12-31 433 $27,000 2
   PNC FINANCIAL SERVICES GROUP INC 4168 - 2023-12-31 20 $1,000 20
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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