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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sanctuary Advisors
126
Sanctuary Advisors
Indiana
$256K +$212K +2,459 New
Grant Private Wealth Management
127
Grant Private Wealth Management
California
$256K +$212K +2,457 New
Cyndeo Wealth Partners
128
Cyndeo Wealth Partners
Florida
$251K +$208K +2,413 New
CWM
129
Cornerstone Wealth Management
Missouri
$250K +$207K +2,403 New
Capital Advisors Inc
130
Capital Advisors Inc
Oklahoma
$250K +$207K +2,400 New
Triton Wealth Management
131
Triton Wealth Management
Arizona
$246K +$221K +2,570 New
Sherman Wealth Management
132
Sherman Wealth Management
Maryland
$239K +$198K +2,296 New
Stratos Wealth Partners
133
Stratos Wealth Partners
Ohio
$230K +$190K +2,210 New
Western Financial Corp
134
Western Financial Corp
California
$230K +$190K +2,207 New
DQRIM
135
Dale Q Rice Investment Management
Washington
$228K +$189K +2,193 New
UAG
136
United Advisor Group
Ohio
$213K +$176K +2,048 New
Steward Partners Investment Advisory
137
Steward Partners Investment Advisory
New York
$212K – – –
Regatta Research & Money Management
138
Regatta Research & Money Management
Louisiana
$209K +$173K +2,008 New
MSH Capital Advisors
139
MSH Capital Advisors
Arizona
$206K +$170K +1,975 New
SEP
140
Signature Equity Partners
Ohio
$198K -$7.32K -85 -4%
Founders Financial Alliance
141
Founders Financial Alliance
North Carolina
$188K – – –
Centaurus Financial
142
Centaurus Financial
California
$186K +$154K +1,783 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$182K – – –
Wells Fargo
144
Wells Fargo
California
$168K +$16.1K +187 +13%
Global Retirement Partners
145
Global Retirement Partners
California
$166K +$137K +1,596 New
BOK Financial
146
BOK Financial
Oklahoma
$131K – – –
Chung Wu Investment Group
147
Chung Wu Investment Group
Texas
$129K – – –
Evermay Wealth Management
148
Evermay Wealth Management
Virginia
$125K – – –
Institute for Wealth Management
149
Institute for Wealth Management
Colorado
$125K +$103K +1,200 New
JP Morgan Chase
150
JP Morgan Chase
New York
$125K +$4.65K +54 +5%