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Invesco AI and Next Gen Software ETF
IGPT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UBS Group
1
UBS Group
Switzerland
USD 70.3 M -USD 550 k -6,385 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
USD 59.2 M +USD 10.3 M +119,112 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 55.1 M +USD 20.6 M +239,576 +83%
LPL Financial
4
LPL Financial
California
USD 53.8 M +USD 5 M +58,072 +13%
Ameriprise
5
Ameriprise
Minnesota
USD 28.7 M -USD 1.77 M -20,522 -7%
Berkshire Money Management
6
Berkshire Money Management
Massachusetts
USD 23.4 M -USD 879 k -10,211 -4%
Bank of America
7
Bank of America
North Carolina
USD 17 M +USD 839 k +9,740 +6%
Raymond James Financial
8
Raymond James Financial
Florida
USD 15.6 M +USD 4.82 M +56,039 +60%
Jones Financial Companies
9
Jones Financial Companies
Missouri
USD 15.5 M +USD 3.45 M +40,090 +34%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
USD 15.3 M +USD 12.7 M +147,342 Nuevas
Osaic Holdings
11
Osaic Holdings
Arizona
USD 13.5 M +USD 1.63 M +18,880 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 10.5 M -USD 1.38 M -16,013 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 8.26 M +USD 463 k +5,375 +7%
SWM
14
StoneCrest Wealth Management
Arizona
USD 7.11 M +USD 5.88 M +68,258 Nuevas
Private Advisor Group
15
Private Advisor Group
New Jersey
USD 6.19 M +USD 3.18 M +36,959 +164%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 5.6 M +USD 826 k +9,588 +22%
Marshall Wace
17
Marshall Wace
United Kingdom
USD 4.93 M +USD 4.08 M +47,358 Nuevas
Corient Private Wealth
18
Corient Private Wealth
Florida
USD 4.08 M +USD 617 k +7,162 +22%
Flow Traders U.S.
19
Flow Traders U.S.
New York
USD 3.84 M +USD 993 k +11,532 +45%
Kingsview Wealth Management
20
Kingsview Wealth Management
Oregon
USD 3.5 M +USD 644 k +7,478 +29%
Clear Creek Financial Management
21
Clear Creek Financial Management
Washington
USD 3.37 M +USD 142 k +1,654 +5%
Opus Capital Group
22
Opus Capital Group
Ohio
USD 3.3 M – – –
Kestra Private Wealth Services
23
Kestra Private Wealth Services
Texas
USD 3.13 M -USD 755 k -8,771 -23%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 2.77 M +USD 980 k +11,384 +75%
IAP
25
Indie Asset Partners
Indiana
USD 2.69 M +USD 22.6 k +263 +1%
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