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 90 institutions that hold shares in the stock, with a total of 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,770
shares
|
$314,068
0.19% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$310,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,729
shares
|
$306,793
0.11% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,659
shares
|
$294,372
0.1% of portfolio
|
Q1 2023
Reduced 5.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,546
shares
|
$274,322
0.0% of portfolio
|
Q3 2024
Reduced 79.2%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,502
shares
|
$266,514
0.02% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
1,431
shares
|
$253,916
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,419
shares
|
$251,787
0.1% of portfolio
|
Q3 2023
Added 14.53%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
875
shares
|
$155,260
0.05% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
774
shares
|
$137,338
0.02% of portfolio
|
Q3 2024
Added 49.13%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
746
shares
|
$132,370
0.06% of portfolio
|
Q1 2023
Reduced 18.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
595
shares
|
$105,576
0.0% of portfolio
|
Q1 2023
Reduced 14.39%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
570
shares
|
$101,140
0.0% of portfolio
|
Q3 2023
Reduced 46.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
559
shares
|
$99,188
0.01% of portfolio
|
Q3 2024
Reduced 83.68%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
383
shares
|
$67,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
343
shares
|
$60,861
0.02% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
318
shares
|
$56,425
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$53,232
0.0% of portfolio
|
Q1 2022
Reduced 72.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
270
shares
|
$47,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
200
shares
|
$35,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
184
shares
|
$32,648
0.0% of portfolio
|
Q2 2024
Added 93.48%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
175
shares
|
$31,052
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
150
shares
|
$26,616
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
150
shares
|
$26,616
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
74
shares
|
$13,130
0.0% of portfolio
|
Q3 2022
Added 1.37%
|