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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Collaborative Wealth Management
Florida
$267K +$268K +5,394 New
CWM
202
Congress Wealth Management
Massachusetts
$266K -$537K -10,801 -67%
RI
203
Ridgewood Investments
New Jersey
$266K
CIAS
204
Capital Investment Advisory Services
North Carolina
$257K -$302K -6,087 -54%
WP
205
WealthSource Partners
California
$249K -$18.7K -376 -7%
VCM
206
Virtue Capital Management
Tennessee
$249K
PWM
207
Provident Wealth Management
Tennessee
$231K -$260K -5,233 -53%
SG
208
StoneX Group
New York
$230K +$231K +4,645 New
SW
209
Solidarity Wealth
Utah
$226K -$62.5K -1,257 -22%
TW
210
TrinityPoint Wealth
Connecticut
$218K +$218K +4,392 New
EH
211
Equitable Holdings
New York
$218K +$219K +4,404 New
TCWM
212
Total Clarity Wealth Management
Illinois
$213K -$14.2K -285 -6%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$210K
TCFP
214
Treasure Coast Financial Planning
Florida
$206K -$1.64K -33 -0.8%
JAG
215
Journey Advisory Group
Kentucky
$204K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$194K -$42.9K -863 -18%
MM
217
Main Management
California
$185K -$1.49K -30 -0.8%
CAL
218
Capital Analysts LLC
Pennsylvania
$166K -$13.7K -276 -8%
RG
219
Retirement Group
California
$75K -$32.6K -657 -30%
SMG
220
Spectrum Management Group
Indiana
$73K -$33.9K -682 -32%
FGAM
221
Financial Gravity Asset Management
Texas
$62.3K
1IA
222
1834 Investment Advisors
Wisconsin
$62K +$62.1K +1,250 New
SWM
223
SeaCrest Wealth Management
New York
$59K +$59.6K +1,200 New
SWM
224
Spire Wealth Management
Virginia
$49K -$287K -5,768 -85%
FFC
225
Fure Financial Corporation
Minnesota
$43K