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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$341K +$5.08K +150 +2%
D
27
Diversified
Delaware
$341K -$24.7K -729 -7%
SWM
28
SeaCrest Wealth Management
New York
$335K
KWM
29
Kingsview Wealth Management
Oregon
$333K +$314K +9,264 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$330K -$31K -915 -9%
KAS
31
Kestra Advisory Services
Texas
$278K +$30.2K +891 +13%
PA
32
PFG Advisors
Arizona
$277K
Corient Private Wealth
33
Corient Private Wealth
Florida
$232K
SCA
34
Sandy Cove Advisors
Massachusetts
$230K
CCFM
35
Clear Creek Financial Management
Washington
$218K +$102 +3 +0%
WA
36
WBH Advisory
Maryland
$217K -$48.2K -1,425 -19%
RFA
37
Resurgent Financial Advisors
Georgia
$212K +$137K +4,056 +218%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$199K
Bessemer Group
39
Bessemer Group
New Jersey
$135K -$63.5K -1,875 -33%
TWM
40
Tradition Wealth Management
Minnesota
$90K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$51.1K -$60.9K -1,800 -56%
US Bancorp
42
US Bancorp
Minnesota
$50.6K +$47.7K +1,410 New
FFA
43
Founders Financial Alliance
North Carolina
$49.9K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$42K +$39.6K +1,170 New
JP Morgan Chase
45
JP Morgan Chase
New York
$40K -$2.94K -87 -7%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$31.7K
GRP
47
Global Retirement Partners
California
$26.9K
AA
48
Addison Advisors
Vermont
$24.4K
GWSG
49
GPS Wealth Strategies Group
Colorado
$21K
PIAS
50
PCA Investment Advisory Services
Ohio
$16.2K +$15.2K +450 New