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Get Institutions for : 
Invesco Vrdo Tax Free Weekly ETF (PVI)  
$24.80 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    4
Total shares held : 
 711,477  
% of shares held : 
 28.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -92,186  
% of shares held change : 
   -3.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.81  
Last Quarter's Ending Price : 
 $24.79  
Last Quarter's Average Price : 
 $24.81  
Change from last quarter's     
avg. price to the last closing  : 
0.01 (0.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 9,119
 1.28%
 
Increased Positions :
7
 197,383
 27.74%
 
Unchanged Positions :
2
 5,655
 0.79%
 
Decreased Positions :
14
-250,571
-35.22%
 
Closed Positions :
6
-48,117
-6.76%
 
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
   UBS Group AG 1962 - 2024-03-31 257,991 $6,398,000 60,188
   JANE STREET GROUP LLC 1968 - 2024-03-31 102,981 $2,554,000 70,080
   BANK OF AMERICA CORP /DE/ 3626 - 2024-03-31 79,693 $1,976,000 4,086
   LPL FINANCIAL CORP 2740 - 2024-03-31 61,972 $1,537,000 5,340
   MORGAN STANLEY 4752 - 2024-03-31 44,501 $1,104,000 -37,393
   JANNEY CAPITAL MANAGEMENT LLC 132 - 2024-03-31 41,697 $1,034,000 -509
   Wealthcare Advisory Partners LLC 369 - 2024-03-31 39,262 $974,000 -5,061
   RAYMOND JAMES & ASSOCIATES 2810 - 2024-03-31 28,211 $700,000 -184
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2226 - 2024-03-31 21,102 $523,000 973
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1755 - 2024-03-31 14,945 $371,000 -17,472
   First Affirmative Financial Network 117 - 2024-03-31 14,748 $366,000 162
   CITADEL ADVISORS LLC 4165 *New 2024-03-31 12,514 $310,000 12,514
   WealthBridge Capital Management LLC 129 - 2024-03-31 12,127 $301,000 81
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4291 - 2024-03-31 9,854 $244,000 -3,614
   Pensionmark Financial Group LLC 355 - 2024-03-31 9,346 $232,000 9,346
   Private Advisor Group LLC 2029 - 2024-03-31 9,046 $224,000 525
   ENVESTNET ASSET MANAGEMENT INC 3893 - 2024-03-31 8,334 $207,000 -797
   ROYAL BANK OF CANADA 4402 - 2024-03-31 5,655 $140,000 0
   Advisor Group Holdings Inc. 4115 - 2024-03-31 4,578 $114,000 281
   US BANCORP 2500 - 2024-03-31 2,948 $73,000 124
   WELLS FARGO & CO/MN 5123 - 2024-03-31 433 $11,000 -407
   Register Financial Advisors LLC 547 *New 2024-03-31 411 $10,000 411
   CWM LLC 3925 - 2024-03-31 97 $2,000 0
   Brookstone Capital Management 906 *Closed 2024-03-31 0 $0 -9,073
   Smart Money Group LLC 89 *Closed 2024-03-31 0 $0 -17,570
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3530 *Closed 2024-03-31 0 $0 -46
   PROEQUITIES INC. 9067 - 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1863 *Closed 2024-03-31 0 $0 -1,016
  28 Records found
  1    
  Page 1 of 1
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