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 |
---|---|---|---|---|---|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
559
shares
|
$75,207
0.01% of portfolio
|
Q1 2024
Reduced 44.6%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
519
shares
|
$69,826
0.01% of portfolio
|
Q1 2024
Reduced 61.56%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
353
shares
|
$47,492
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
300
shares
|
$40,362
0.0% of portfolio
|
Q1 2022
Reduced 72.43%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
270
shares
|
$36,325
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2024 Q1 2024 |
175
shares
|
$23,544
0.02% of portfolio
|
Q2 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
150
shares
|
$20,181
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
100
shares
|
$13,454
0.0% of portfolio
|
Q3 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
78
shares
|
$10,494
0.0% of portfolio
|
Q1 2024
Reduced 89.83%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
74
shares
|
$9,955
0.0% of portfolio
|
Q3 2022
Added 1.37%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
67
shares
|
$9,014
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
58
shares
|
$7,803
0.0% of portfolio
|
Q4 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
52
shares
|
$6,996
0.0% of portfolio
|
Q3 2023
Reduced 81.63%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
42
shares
|
$5,650
0.0% of portfolio
|
Q1 2023
Added 2.44%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
16
shares
|
$2,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
2
shares
|
$269
0.0% of portfolio
|
Q1 2021
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1
shares
|
$134
0.0% of portfolio
|
Q3 2021
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$134
0.0% of portfolio
|
Q2 2019
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|