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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
51
Parker Investment Management
California
$381K -$7.74K -240 -2%
IAA
52
Independent Advisor Alliance
North Carolina
$366K +$355K +11,019 New
AL
53
Aspiriant LLC
California
$365K +$95.3K +2,955 +37%
SWM
54
SeaCrest Wealth Management
New York
$337K +$327K +10,125 New
AWM
55
Avitas Wealth Management
California
$327K -$2.61K -81 -0.8%
WA
56
WBH Advisory
Maryland
$315K
Citigroup
57
Citigroup
New York
$312K +$9.68K +300 +3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$277K +$16.3K +504 +6%
PSF
59
Pacific Sun Financial
California
$275K +$25.6K +795 +11%
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$260K +$97 +3 +0%
KWM
61
Kingsview Wealth Management
Oregon
$259K
CIBC World Market
62
CIBC World Market
Ontario, Canada
$255K +$248K +7,683 New
CCFM
63
Clear Creek Financial Management
Washington
$243K -$3.87K -120 -2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$231K
SFM
65
Signet Financial Management
New Jersey
$215K +$6.39K +198 +3%
LCAM
66
London & Capital Asset Management
United Kingdom
$210K +$204K +6,330 New
MWM
67
Merriman Wealth Management
Washington
$200K +$194K +6,018 New
SFS
68
Sowell Financial Services
Arkansas
$197K +$159K +4,938 +500%
WEC
69
Winslow Evans & Crocker
Massachusetts
$194K
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$182K +$25.5K +792 +17%
NFG
71
Next Financial Group
Texas
$166K +$69.6K +2,157 +76%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$158K +$5.71K +177 +4%
SNT
73
Security National Trust
West Virginia
$100K
FANJ
74
Financial Architects (New Jersey)
New Jersey
$98K
MWP
75
MYCIO Wealth Partners
Pennsylvania
$70K