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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$76.38 0.86 (1.14%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
 2,002,183  
% of shares held : 
 14.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -124,809  
% of shares held change : 
   -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $57.28  
Last Quarter's Ending Price : 
 $65.50  
Last Quarter's Average Price : 
 $60.46  
Change from last quarter's     
avg. price to the last closing  : 
15.92 (26.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,739
 4.73%
 
Increased Positions :
19
 94,234
 4.71%
 
Unchanged Positions :
16
 90,429
 4.52%
 
Decreased Positions :
16
-118,464
-5.92%
 
Closed Positions :
10
-195,318
-9.76%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Trilogy Capital Inc. 7 - 2024-03-31 591,040 $47,413,000 -1,658
   Advance Capital Management Inc. 5 *New 2024-03-31 463,822 $37,208,000 463,822
   LPL FINANCIAL CORP 721 - 2023-12-31 435,196 $28,503,000 9,035
   Family Investment Center Inc. 4 *New 2024-03-31 277,696 $22,277,000 277,696
   Advisor Group Holdings Inc. 672 - 2023-12-31 197,059 $12,906,000 1,006
   BANK OF AMERICA CORP /DE/ 2665 - 2023-12-31 106,434 $6,971,000 -10,186
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1031 - 2024-03-31 74,884 $6,007,000 -25,249
   WIN ADVISORS INC 16 *New 2024-03-31 61,718 $4,951,000 61,718
   INVESCO LTD 2189 - 2023-12-31 73,975 $4,845,000 -53,733
   Synergy Financial Management LLC 33 *New 2024-03-31 56,981 $4,571,000 56,981
   Clear Creek Financial Management LLC 36 - 2024-03-31 52,827 $4,238,000 20,235
   Centennial Wealth Advisory LLC 9 *New 2024-03-31 49,627 $3,981,000 49,627
   Professional Financial Advisors LLC 18 - 2024-03-31 47,100 $3,778,000 -1,632
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 910 - 2024-03-31 46,696 $3,746,000 29,613
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 27 *New 2024-03-31 41,313 $3,314,000 41,313
   Burt Wealth Advisors 23 - 2024-03-31 41,200 $3,305,000 0
   MONEY CONCEPTS CAPITAL CORP 98 *New 2023-12-31 45,142 $2,957,000 45,142
   TAP Consulting LLC 45 *New 2024-03-31 34,404 $2,760,000 34,404
   ENVESTNET ASSET MANAGEMENT INC 2402 - 2023-12-31 33,734 $2,209,000 -8,012
   WealthCare Investment Partners LLC 29 - 2024-03-31 26,402 $2,118,000 2,947
   Fulcrum Equity Management 7 *New 2024-03-31 21,634 $1,735,000 21,634
   PARK AVENUE SECURITIES LLC 457 *New 2024-03-31 21,289 $1,708,000 21,289
   WESPAC ADVISORS, LLC 26 *New 2024-03-31 20,436 $1,639,000 20,436
   Beacon Pointe Advisors LLC 528 - 2023-12-31 24,440 $1,601,000 0
   HANSON MCCLAIN, INC. 342 *New 2024-03-31 19,715 $1,582,000 19,715
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 23 *New 2024-03-31 18,046 $1,448,000 18,046
   Financial Advocates Investment Management 242 - 2023-12-31 19,227 $1,259,000 1,965
   Southland Equity Partners LLC 56 - 2024-03-31 13,551 $1,087,000 1,166
   CREATIVE FINANCIAL DESIGNS INC /ADV 161 - 2023-12-31 15,564 $1,019,000 8,673
   Perigon Wealth Management LLC 341 - 2023-12-31 15,121 $990,000 0
   Global Retirement Partners LLC 392 - 2024-03-31 10,565 $848,000 -219
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3033 - 2023-12-31 12,697 $832,000 8,048
   Weaver Consulting Group 74 - 2024-03-31 9,348 $750,000 -27
   CITADEL ADVISORS LLC 3208 - 2023-12-31 11,240 $736,000 4,544
   Buckingham Strategic Partners 197 - 2023-12-31 10,974 $719,000 3,909
   FINANCIAL NETWORK 1731 - 2023-12-31 9,072 $594,000 -1,056
   Intelligence Driven Advisers LLC 53 - 2023-12-31 7,482 $518,000 -12,762
   CoreCap Advisors LLC 345 - 2023-12-31 7,735 $507,000 -442
   Insight Advisors LLC/ PA - 2023-12-31 7,611 $498,000 -185
   New Century Financial Group LLC 96 *New 2024-03-31 6,209 $498,000 6,209
   L.M. KOHN & COMPANY 141 - 2024-03-31 6,120 $491,000 2,556
   OPPENHEIMER & CO INC 1003 *New 2023-12-31 6,704 $439,000 6,704
   COMMONWEALTH EQUITY SERVICES LLC. 2795 - 2023-12-31 6,546 $429,000 6
   GOLDMAN SACHS GROUP INC/ 3924 - 2023-12-31 6,367 $417,000 0
   Integrated Wealth Concepts LLC 1083 - 2023-12-31 6,159 $403,000 -28
   WELLS FARGO & CO/MN 3470 - 2023-12-31 6,058 $397,000 6,058
   JANE STREET GROUP LLC 4221 - 2023-12-31 5,800 $380,000 1,826
   RAYMOND JAMES & ASSOCIATES 3213 - 2024-03-31 4,582 $368,000 4,582
   Geneos Wealth Management Inc. - 2023-12-31 5,425 $355,000 -625
   Arrowroot Family Office LLC 96 - 2023-12-31 4,945 $324,000 -6,377
   Betterment LLC 265 - 2023-12-31 4,920 $322,000 -12
   Harvest Investment Services LLC 145 - 2023-12-31 4,774 $313,000 154
   Private Advisor Group LLC 1769 - 2023-12-31 4,616 $302,000 330
   Vigilare Wealth Management 76 *New 2024-03-31 3,456 $277,000 3,456
   Trinity Wealth Management LLC 37 - 2024-03-31 3,364 $270,000 -411
   Strata Wealth Advisors LLC 67 *New 2024-03-31 3,095 $248,000 3,095
   Worth Asset Management LLC 101 *New 2024-03-31 2,935 $235,000 2,935
   Foster Group Inc. 188 *New 2024-03-31 2,769 $222,000 2,769
   Brookstone Capital Management 850 *New 2024-03-31 2,668 $214,000 2,668
   MULTIFINANCIAL SECURITIES CORP 1595 *New 2023-12-31 3,256 $213,000 3,256
   PRIVATE TRUST CO NA 665 - 2024-03-31 2,358 $189,000 1,187
   MORGAN STANLEY 5538 - 2023-12-31 2,842 $186,000 -8
   Spire Wealth Management 799 *New 2024-03-31 2,217 $178,000 2,217
   Bell Investment Advisors Inc 107 *New 2023-12-31 2,310 $151,000 2,310
   UBS Group AG 4724 - 2023-12-31 2,260 $148,000 1,958
   DB Wealth Management Group LLC 118 - 2023-12-31 1,546 $101,000 0
   CWM LLC 1871 *New 2024-03-31 1,249 $100,000 1,249
   ROYAL BANK OF CANADA 5169 - 2023-12-31 1,017 $67,000 -9,392
   YHB INVESTMENT ADVISORS, INC. 448 *New 2024-03-31 620 $50,000 620
   Global Trust Asset Management LLC 283 *New 2024-03-31 430 $34,000 430
   Caitlin John LLC 288 - 2023-12-31 436 $29,000 0
   Steward Partners Investment Advisory LLC 2381 - 2023-12-31 328 $21,000 0
   HARBOUR INVESTMENTS INC. 1864 - 2023-12-31 300 $20,000 0
   Capital Investment Advisory Services LLC 754 *New 2024-03-31 239 $19,000 239
   PSI Advisors LLC 431 - 2024-03-31 177 $14,000 -1
   Archer Investment Corp 661 - 2023-12-31 124 $8,000 0
   PRINCIPAL SECURITIES INC. 2589 - 2023-12-31 60 $4,000 0
   Sound Income Strategies LLC 1068 - 2024-03-31 27 $2,000 0
   Tidemark LLC 639 - 2023-12-31 10 $1,000 0
   Coco Enterprises LLC 49 *Closed 2023-12-31 0 $0 -132,123
   PROEQUITIES INC. 2852 - 2023-12-31 0 $0 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1246 *Closed 2023-12-31 0 $0 -7,328
   J P MORGAN CHASE & CO 5823 - 2023-12-31 4 $0 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 12 $0 0
   GeoWealth Management LLC 706 *Closed 2023-12-31 0 $0 -4,465
   Stonebridge Capital Advisors LLC 792 *Closed 2023-12-31 0 $0 -267
   GREAT VALLEY ADVISOR GROUP INC. 752 *Closed 2023-12-31 0 $0 -21,036
   US BANCORP 3975 *Closed 2023-12-31 0 $0 -14
   IAG Wealth Partners LLC 473 *Closed 2024-03-31 0 $0 -454
   Kestra Advisory Services LLC 2326 *Closed 2023-12-31 0 $0 -5,849
   MARSHALL WACE LLP 2334 *Closed 2023-12-31 0 $0 -3,890
  91 Records found
  1    
  Page 1 of 1
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