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Get Institutions for : 
Invesco Dwa Technology Momentum Etf Trust (PTF)  
$59.68 0.50 (0.83%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    6
Total shares held : 
 4,187,691  
% of shares held : 
 17.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 213,387  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.95  
Last Quarter's Ending Price : 
 $50.51  
Last Quarter's Average Price : 
 $45.98  
Change from last quarter's     
avg. price to the last closing  : 
13.70 (29.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 46,672
 1.11%
 
Increased Positions :
29
 293,356
 7.01%
 
Unchanged Positions :
20
 211,118
 5.04%
 
Decreased Positions :
27
-126,641
-3.02%
 
Closed Positions :
0
0
0%
 
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
   MISSION WEALTH MANAGEMENT LLC 217 - 2024-03-31 24,300 $1,394,000 0
   Heritage Trust Co 159 - 2024-03-31 13,560 $778,000 0
   GLENMEDE TRUST CO NA 851 - 2024-03-31 10,924 $627,000 0
   Atria Wealth Solutions Inc. 1193 - 2024-03-31 9,955 $571,000 0
   Samalin Investment Counsel LLC 184 - 2024-03-31 6,777 $389,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3103 - 2024-03-31 6,029 $346,000 0
   MTM Investment Management LLC 145 - 2024-03-31 5,700 $327,000 0
   KKM Financial LLC 118 - 2024-03-31 5,546 $318,000 0
   Swisher Financial Concepts Inc. 66 - 2024-03-31 4,650 $263,000 0
   PINNACLE FINANCIAL PARTNERS INC 398 - 2024-03-31 4,320 $248,000 0
   Pathstone Holdings LLC 2032 - 2024-03-31 4,275 $245,000 0
   BP WEALTH MANAGEMENT LLC 696 - 2024-03-31 4,146 $238,000 0
   Integrated Wealth Concepts LLC 1434 - 2024-03-31 4,050 $232,000 0
   Goss Wealth Management LLC 1834 - 2024-03-31 3,415 $196,000 0
   Geneos Wealth Management Inc. 719 - 2024-03-31 3,168 $182,000 0
   HARBOR INVESTMENT ADVISORY LLC 385 - 2024-03-31 2,575 $148,000 0
   BELLEVUE ASSET MANAGEMENT LLC 82 - 2024-03-31 2,478 $142,000 0
   CWM LLC 2194 - 2024-03-31 987 $57,000 0
   PNC FINANCIAL SERVICES GROUP INC 2978 - 2024-03-31 900 $52,000 0
   Global Retirement Partners LLC 1390 - 2024-03-31 873 $50,000 0
   Westside Investment Management Inc. 459 - 2024-03-31 414 $24,000 0
   MGB Wealth Management LLC 237 - 2024-03-31 420 $24,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1601 - 2024-03-31 268 $15,000 0
   Beacon Capital Management LLC 544 - 2024-03-31 204 $12,000 0
   PROEQUITIES INC. 8740 - 2024-03-31 0 $0 0
  25 Records found
  1    
  Page 1 of 1
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