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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$213K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$208K +$196K +4,377 New
TWM
53
Thrive Wealth Management
Pennsylvania
$206K +$194K +4,330 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$179K -$6.45K -144 -4%
WP
55
WealthShield Partners
North Carolina
$118K
AWM
56
Abound Wealth Management
Tennessee
$95.7K +$90.3K +2,015 New
FFA
57
Founders Financial Alliance
North Carolina
$85.6K
MSS
58
Mitchell Sinkler & Starr
Pennsylvania
$83K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$74.9K +$43.6K +974 +172%
US Bancorp
60
US Bancorp
Minnesota
$67K
GRP
61
Global Retirement Partners
California
$65.3K +$28K +624 +83%
SPIA
62
Steward Partners Investment Advisory
New York
$59.7K +$56.3K +1,257 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$59K +$2.69K +60 +5%
EWM
64
Evermay Wealth Management
Virginia
$57K +$53.8K +1,200 New
JP Morgan Chase
65
JP Morgan Chase
New York
$52.8K -$45 -1 -0.1%
SFA
66
Semmax Financial Advisors
North Carolina
$45K +$46.6K +1,040 New
CA
67
Clearstead Advisors
Ohio
$42.7K +$40.3K +900 New
TWC
68
TD Waterhouse Canada
Ontario, Canada
$41.7K
AA
69
Addison Advisors
Vermont
$32.3K
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$32.2K +$30.4K +679 New
GWSG
71
GPS Wealth Strategies Group
Colorado
$27.8K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$27.3K
IAIM
73
International Assets Investment Management
Florida
$27.2K +$25.7K +573 New
NA
74
NewEdge Advisors
Louisiana
$24.5K
IA
75
IFP Advisors
Florida
$23.7K