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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$230K +$247K +3,967 New
NG
77
Novem Group
New York
$230K +$247K +3,960 New
SIA
78
Soltis Investment Advisors
Utah
$228K +$15.7K +251 +7%
IFG
79
Independent Financial Group
California
$227K +$29.1K +467 +14%
WA
80
WBH Advisory
Maryland
$226K -$46.8K -750 -16%
LI
81
LRI Investments
Florida
$224K
NW
82
NewEdge Wealth
Pennsylvania
$220K +$236K +3,781 New
FFG
83
Fortune Financial Group
Florida
$216K
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$205K
TW
85
TritonPoint Wealth
Maryland
$202K
OIA
86
OneDigital Investment Advisors
Kansas
$201K +$216K +3,470 New
HI
87
Harbour Investments
Wisconsin
$189K +$97.2K +1,559 +92%
SIS
88
Sound Income Strategies
Florida
$182K
AWM
89
AE Wealth Management
Kansas
$179K
GT
90
Glenmede Trust
Pennsylvania
$174K
SPIA
91
Steward Partners Investment Advisory
New York
$118K
SEP
92
Signature Equity Partners
Ohio
$115K -$38.5K -618 -24%
FFA
93
Founders Financial Alliance
North Carolina
$105K +$113K +1,804 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$102K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$100K
Wells Fargo
96
Wells Fargo
California
$82.8K -$83.9K -1,346 -49%
BF
97
BOK Financial
Oklahoma
$73.2K
CWIG
98
Chung Wu Investment Group
Texas
$72K
EWM
99
Evermay Wealth Management
Virginia
$69.7K
JP Morgan Chase
100
JP Morgan Chase
New York
$65.3K +$17.3K +277 +31%