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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.55M -$136K -2,481 -8%
GWS
27
Glassman Wealth Services
Virginia
$1.48M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.45M +$1.21M +22,080 +375%
Stifel Financial
29
Stifel Financial
Missouri
$1.44M -$2.9M -52,728 -66%
CWA
30
Capital Wealth Alliance
Arizona
$1.41M +$264K +4,800 +21%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.27M
TRCT
32
Tower Research Capital (TRC)
New York
$1.11M +$1.18M +21,402 New
APA
33
American Portfolios Advisors
New York
$1.01M +$98.2K +1,785 +10%
SFS
34
Sowell Financial Services
Arkansas
$935K +$175K +3,180 +21%
GVAG
35
Great Valley Advisor Group
Delaware
$908K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$831K +$112K +2,034 +15%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$796K -$54.9K -999 -6%
BRWA
38
B. Riley Wealth Advisors
Florida
$761K +$162K +2,946 +25%
SFM
39
Signet Financial Management
New Jersey
$761K +$163K +2,967 +25%
OC
40
Oppenheimer & Co
New York
$754K +$301K +5,478 +61%
BWA
41
Beam Wealth Advisors
Louisiana
$719K -$6.1K -111 -0.8%
PCS
42
Personal CFO Solutions
New Jersey
$718K +$90.6K +1,647 +14%
LGA
43
Lebenthal Global Advisors
New York
$680K +$81.7K +1,485 +13%
GT
44
Glenmede Trust
Pennsylvania
$669K
WS
45
Wedbush Securities
California
$649K -$87.3K -1,587 -11%
CAN
46
Cetera Advisor Networks
California
$640K +$181K +3,288 +36%
KAS
47
Kestra Advisory Services
Texas
$630K -$99.1K -1,803 -13%
TIAM2
48
Tru Independence Asset Management 2
Oregon
$611K -$2.23M -40,644 -78%
HighTower Advisors
49
HighTower Advisors
Illinois
$609K -$19.5M -353,889 -97%
AL
50
Aspiriant LLC
California
$575K +$5.28K +96 +0.9%