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 $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,650
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,377
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
7,370
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
7,213
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,535
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,371
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.77%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,731
shares
|
$905,612
0.37% of portfolio
|
Q1 2024
Reduced 79.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
5,700
shares
|
$900,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
5,396
shares
|
$852,675
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,867
shares
|
$769,083
0.05% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
4,634
shares
|
$732,264
0.19% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,581
shares
|
$723,889
0.35% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,435
shares
|
$700,818
0.03% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
4,100
shares
|
$647,882
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,876
shares
|
$612,485
0.0% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,750
shares
|
$434,555
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,454
shares
|
$387,781
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,436
shares
|
$384,936
0.0% of portfolio
|
Q4 2023
Reduced 9.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,403
shares
|
$379,722
0.11% of portfolio
|
Q1 2024
Reduced 33.89%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,384
shares
|
$376,719
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,244
shares
|
$354,596
0.0% of portfolio
|
Q3 2024
Added 37.67%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,150
shares
|
$339,743
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,090
shares
|
$330,261
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,964
shares
|
$310,351
0.02% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,814
shares
|
$286,648
0.01% of portfolio
|
Q3 2024
New holding
|