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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$551K +$456K +5,291 New
WANY
77
Wealthspire Advisors (New York)
New York
$551K -$17.2K -200 -4%
Mariner
78
Mariner
Kansas
$548K -$3.12M -36,267 -87%
NA
79
NewEdge Advisors
Louisiana
$536K +$401K +4,662 +951%
AF
80
AtlasMark Financial
Texas
$533K +$3.87K +45 +0.9%
NG
81
Novem Group
New York
$505K +$76.8K +892 +23%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$470K +$33.1K +384 +9%
FFN
83
Focus Financial Network
Minnesota
$466K +$30.1K +350 +8%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$465K +$37.4K +434 +11%
BAM
85
Belpointe Asset Management
Nevada
$459K +$380K +4,414 New
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$453K
CF
87
Collier Financial
Colorado
$447K -$6.29K -73 -2%
AWA
88
Acorn Wealth Advisors
Michigan
$445K +$368K +4,277 New
NWMG
89
National Wealth Management Group
Ohio
$435K +$360K +4,176 New
Cerity Partners
90
Cerity Partners
New York
$429K +$13.3K +155 +4%
AMBIA
91
Allen Mooney & Barnes Investment Advisors
Georgia
$422K +$349K +4,050 New
WSC
92
Wellington Shields & Co
New York
$416K +$344K +3,996 New
LI
93
LRI Investments
Florida
$401K
SA
94
Sovran Advisors
California
$398K +$8.7K +101 +2%
WA
95
WBH Advisory
Maryland
$396K
NW
96
NewEdge Wealth
Pennsylvania
$394K
Jane Street
97
Jane Street
New York
$390K -$3.4M -39,459 -91%
FFG
98
Fortune Financial Group
Florida
$387K
MWM
99
MinichMacGregor Wealth Management
New York
$378K +$313K +3,633 New
SPC
100
Sigma Planning Corp
Michigan
$377K +$312K +3,626 New