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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
   Joseph P. Lucia & Associates LLC 80 - 2023-12-31 6,382 $397,000 0
   BRIGHTON JONES LLC 390 - 2023-12-31 6,000 $373,000 0
   SUMMIT FINANCIAL GROUP INC 158 - 2024-03-31 4,515 $298,000 0
   BFT FINANCIAL GROUP LLC 282 - 2023-06-30 2,317 $24,400 0
   FIFTH THIRD BANCORP 1194 - 2024-03-31 1,200 $79,000 0
   CWM LLC 2936 - 2024-03-31 276 $18,000 0
   Retirement Group LLC 387 - 2023-12-31 245 $15,000 0
   Goss Wealth Management LLC 3101 - 2023-12-31 80 $5,000 0
   Sunbelt Securities Inc. 1444 - 2024-03-31 39 $3,000 0
   Sargent Bickham Lagudis LLC 878 - 2022-12-31 51 $400 0
   Aptus Capital Advisors LLC 866 - 2023-12-31 37 $2,000 0
   Sound Income Strategies LLC 1122 - 2024-03-31 17 $1,000 0
   Davis Capital Management 289 - 2024-03-31 2 $0 0
   FIRST MANHATTAN CO 1450 - 2023-12-31 7 $0 0
   Financial Gravity Wealth Inc. 953 - 2023-12-31 3 $0 0
   PROEQUITIES INC. 8153 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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