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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Selective Wealth Management
Virginia
$99K +$96.4K +1,800 New
DTIM
77
Danda Trouve Investment Management
Kansas
$97K
GWSG
78
GPS Wealth Strategies Group
Colorado
$86K +$47.4K +885 +131%
BWA
79
BDO Wealth Advisors
Florida
$80K
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$63K
AWM
81
Accel Wealth Management
Iowa
$53K
ACM
82
Anfield Capital Management
California
$42K +$40.8K +762 New
GRP
83
Global Retirement Partners
California
$41K
AA
84
Addison Advisors
Vermont
$37K +$36.5K +681 New
CIAS
85
Capital Investment Advisory Services
North Carolina
$32K
GWM
86
Geneos Wealth Management
Colorado
$26K +$1.45K +27 +6%
AF
87
Allworth Financial
California
$25K +$24.3K +453 New
SWM
88
Spire Wealth Management
Virginia
$21K -$44.7K -834 -69%
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$21K
ASN
90
Advisory Services Network
Georgia
$20K +$19.6K +366 New
MRCM
91
M&R Capital Management
New Jersey
$15K
CCA
92
Column Capital Advisors
Indiana
$14K
SBL
93
Sargent Bickham Lagudis
Colorado
$14K
JCM
94
Jacobi Capital Management
Pennsylvania
$8K
HI
95
Harbour Investments
Wisconsin
$5K
JP Morgan Chase
96
JP Morgan Chase
New York
$5K
NFG
97
Next Financial Group
Texas
$5K
AAP
98
Arax Advisory Partners
Colorado
$2K +$1.61K +30 New
AWA
99
Arkadios Wealth Advisors
Georgia
$1K
PF
100
Phoenix Financial
Israel
-$19.2M -369,450 Closed