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Get Institutions for : 
Invesco S&P Smallcap High Dividend Low Volatility ETF (XSHD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
 267,982  
% of shares held : 
 8.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -46,079  
% of shares held change : 
   -1.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 19,495
 7.27%
 
Increased Positions :
4
 101,411
 37.84%
 
Unchanged Positions :
4
 47,933
 17.89%
 
Decreased Positions :
3
-153,751
-57.37%
 
Closed Positions :
3
-13,234
-4.94%
 
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
   CONSULTIVA WEALTH MANAGEMENT CORP. 18 - 2023-09-30 1,545 $23,067,000 0
   LPL FINANCIAL CORP 3106 - 2024-03-31 66,533 $1,026,000 40,797
   BANK OF AMERICA CORP /DE/ 4162 - 2023-12-31 47,897 $789,000 -17,893
   Investors Research Corp 157 - 2024-03-31 46,805 $722,000 -612
   WELLS FARGO & CO/MN 3407 - 2024-03-31 31,659 $488,000 -41,625
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3553 - 2024-03-31 29,162 $450,000 9,967
   Concord Wealth Partners 149 *New 2024-03-31 28,741 $443,000 28,741
   FINANCIAL NETWORK 2416 - 2023-12-31 14,005 $231,000 230
   Global Retirement Partners LLC 764 - 2024-03-31 13,850 $214,000 3,148
   COWA LLC 116 *New 2024-03-31 11,290 $174,000 11,290
   TSFG LLC 253 *New 2024-03-31 4,000 $62,000 4,000
   Advisor Group Holdings Inc. 5428 - 2024-03-31 930 $14,000 -27,221
   HANSON MCCLAIN, INC. 2027 - 2024-03-31 779 $12,000 0
   MORGAN STANLEY 6567 - 2023-12-31 366 $6,000 0
   IFP Advisors Inc 2378 *New 2023-12-31 300 $5,000 300
   HARBOUR INVESTMENTS INC. 2671 - 2023-12-31 150 $2,000 0
   PROEQUITIES INC. 6634 - 2024-03-31 0 $0 0
   UBS Group AG 8167 *Closed 2023-12-31 0 $0 -2,407
   TOWER RESEARCH CAPITAL LLC 6302 *Closed 2023-12-31 0 $0 -10,827
  19 Records found
  1    
  Page 1 of 1
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