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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
51
Proficio Capital Partners
Massachusetts
$295K -$906K -20,980 -78%
IWM
52
IHT Wealth Management
Illinois
$288K +$253K +5,863 New
SCA
53
Sandy Cove Advisors
Massachusetts
$281K -$57.4K -1,329 -19%
WA
54
Wealthstream Advisors
New York
$280K
AWM
55
Apollon Wealth Management
South Carolina
$268K -$11K -255 -4%
PFS
56
Prospera Financial Services
Texas
$261K +$229K +5,310 New
CIA
57
Concurrent Investment Advisors
Florida
$260K -$7.86K -182 -3%
PAS
58
Park Avenue Securities
New York
$258K +$227K +5,255 New
Mariner
59
Mariner
Kansas
$243K +$214K +4,942 New
KAS
60
Kestra Advisory Services
Texas
$240K -$141K -3,274 -40%
WA
61
WBH Advisory
Maryland
$224K +$197K +4,551 New
HighTower Advisors
62
HighTower Advisors
Illinois
$216K +$190K +4,399 New
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$214K +$188K +4,350 New
FFN
64
Focus Financial Network
Minnesota
$207K +$182K +4,214 New
LI
65
LRI Investments
Florida
$189K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$170K -$3.46K -80 -2%
CWM
67
Crowley Wealth Management
Delaware
$160K +$63.5K +1,470 +87%
AWM
68
AE Wealth Management
Kansas
$151K -$4.32K -100 -3%
GIM
69
Glenmede Investment Management
Pennsylvania
$147K +$130K +3,000 New
SFA
70
Semmax Financial Advisors
North Carolina
$129K
SPIA
71
Steward Partners Investment Advisory
New York
$100K +$4.67K +108 +6%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$86K
HI
73
Harbour Investments
Wisconsin
$72.9K +$10.3K +238 +19%
GRP
74
Global Retirement Partners
California
$70.8K +$62.3K +1,441 New
BF
75
BOK Financial
Oklahoma
$61.9K