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Invesco AI and Next Gen Software ETF
IGPT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sanctuary Advisors
126
Sanctuary Advisors
Indiana
USD 256 k +USD 212 k +2,459 Nuevas
Grant Private Wealth Management
127
Grant Private Wealth Management
California
USD 256 k +USD 212 k +2,457 Nuevas
Cyndeo Wealth Partners
128
Cyndeo Wealth Partners
Florida
USD 251 k +USD 208 k +2,413 Nuevas
CWM
129
Cornerstone Wealth Management
Missouri
USD 250 k +USD 207 k +2,403 Nuevas
Capital Advisors Inc
130
Capital Advisors Inc
Oklahoma
USD 250 k +USD 207 k +2,400 Nuevas
Triton Wealth Management
131
Triton Wealth Management
Arizona
USD 246 k +USD 221 k +2,570 Nuevas
Sherman Wealth Management
132
Sherman Wealth Management
Maryland
USD 239 k +USD 198 k +2,296 Nuevas
Stratos Wealth Partners
133
Stratos Wealth Partners
Ohio
USD 230 k +USD 190 k +2,210 Nuevas
Western Financial Corp
134
Western Financial Corp
California
USD 230 k +USD 190 k +2,207 Nuevas
DQRIM
135
Dale Q Rice Investment Management
Washington
USD 228 k +USD 189 k +2,193 Nuevas
UAG
136
United Advisor Group
Ohio
USD 213 k +USD 176 k +2,048 Nuevas
Steward Partners Investment Advisory
137
Steward Partners Investment Advisory
New York
USD 212 k – – –
Regatta Research & Money Management
138
Regatta Research & Money Management
Louisiana
USD 209 k +USD 173 k +2,008 Nuevas
MSH Capital Advisors
139
MSH Capital Advisors
Arizona
USD 206 k +USD 170 k +1,975 Nuevas
SEP
140
Signature Equity Partners
Ohio
USD 198 k -USD 7.32 k -85 -4%
Founders Financial Alliance
141
Founders Financial Alliance
North Carolina
USD 188 k – – –
Centaurus Financial
142
Centaurus Financial
California
USD 186 k +USD 154 k +1,783 Nuevas
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
USD 182 k – – –
Wells Fargo
144
Wells Fargo
California
USD 168 k +USD 16.1 k +187 +13%
Global Retirement Partners
145
Global Retirement Partners
California
USD 166 k +USD 137 k +1,596 Nuevas
BOK Financial
146
BOK Financial
Oklahoma
USD 131 k – – –
Chung Wu Investment Group
147
Chung Wu Investment Group
Texas
USD 129 k – – –
Evermay Wealth Management
148
Evermay Wealth Management
Virginia
USD 125 k – – –
Institute for Wealth Management
149
Institute for Wealth Management
Colorado
USD 125 k +USD 103 k +1,200 Nuevas
JP Morgan Chase
150
JP Morgan Chase
New York
USD 125 k +USD 4.65 k +54 +5%
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