Institutional Ownership Invesco Dwa Industrials Moment (PRN)
This table provides information about the institutional ownership of Invesco Dwa Industrials Moment (PRN). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 842,254 shares, which have been reported (via 13F filing form) to have a value of $113 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
6,050
shares
|
$813,967
0.0% of portfolio
|
Q1 2024
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Apr 26, 2024 Q1 2024 |
5,731
shares
|
$771,048
0.39% of portfolio
|
Q1 2024
Reduced 79.31%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
5,070
shares
|
$682,117
0.02% of portfolio
|
Q1 2024
New holding
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
4,697
shares
|
$631,934
0.19% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,542
shares
|
$611,080
0.0% of portfolio
|
Q1 2024
Added 7.4%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
4,295
shares
|
$577,849
0.03% of portfolio
|
Q1 2024
Added 5.42%
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
3,871
shares
|
$520,804
0.3% of portfolio
|
Q4 2023
Added 11.52%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,574
shares
|
$480,845
0.0% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
3,205
shares
|
$431,200
0.0% of portfolio
|
Q1 2024
Added 15.25%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,192
shares
|
$429,451
0.0% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
2,436
shares
|
$327,739
0.0% of portfolio
|
Q4 2023
Reduced 9.31%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 30, 2024 Q1 2024 |
2,403
shares
|
$323,299
0.11% of portfolio
|
Q1 2024
Reduced 33.89%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
May 01, 2024 Q1 2024 |
1,961
shares
|
$263,832
0.21% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
1,945
shares
|
$261,680
0.0% of portfolio
|
Q1 2024
Reduced 73.55%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
1,852
shares
|
$249,168
0.03% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,803
shares
|
$242,575
0.02% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
1,659
shares
|
$223,201
0.1% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
1,639
shares
|
$220,511
0.01% of portfolio
|
Q1 2024
Closed
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,490
shares
|
$200,464
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,450
shares
|
$195,083
0.0% of portfolio
|
Q1 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,419
shares
|
$190,912
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,071
shares
|
$144,092
0.01% of portfolio
|
Q1 2024
Added 0.09%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
746
shares
|
$100,366
0.06% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
595
shares
|
$80,051
0.0% of portfolio
|
Q1 2023
Reduced 14.39%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
570
shares
|
$76,687
0.0% of portfolio
|
Q3 2023
Reduced 46.28%
|