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Get Institutions for : 
Powershares S&p Smallcap Quality Portfolio (XSHQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    6
Total shares held : 
1,786,473  
% of shares held : 
19.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
728,585  
% of shares held change : 
  8.1%  
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 :
9
 488,983
 27.37%
 
Increased Positions :
13
 317,979
 17.8%
 
Unchanged Positions :
10
 290,114
 16.24%
 
Decreased Positions :
5
-35,248
-1.97%
 
Closed Positions :
3
-43,129
-2.41%
 
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
   WJ Wealth Management LLC 23 - 2024-03-31 68,734 $2,830,000 -41,408
   Good Life Advisors LLC 124 - 2024-03-31 38,030 $1,566,000 -10,171
   Equitable Holdings Inc. 518 - 2023-12-31 32,632 $1,301,000 -471
   THOROUGHBRED FINANCIAL SERVICES LLC 241 - 2024-03-31 17,239 $709,000 -2,261
   Financial Advocates Investment Management 383 - 2024-03-31 16,845 $694,000 -558
   Twin Peaks Wealth Advisors LLC 59 - 2024-03-31 15,755 $649,000 -321
   ROYAL BANK OF CANADA 3802 - 2023-12-31 10,439 $416,000 -8,024
   SeaCrest Wealth Management LLC 410 - 2024-03-31 8,150 $336,000 -389
   Synergy Financial Management LLC 120 - 2024-03-31 4,940 $203,000 -3,860
   MORGAN STANLEY 6937 - 2023-12-31 1 $0 -9

  10 Records found
  1    
  Page 1 of 1
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