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Invesco AI and Next Gen Software ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ashton Thomas Private Wealth
151
Ashton Thomas Private Wealth
Arizona
$105K – – –
IFG Advisory
152
IFG Advisory
Georgia
$97.3K +$77.1K +895 +2,238%
Compass Financial Management
153
Compass Financial Management
Florida
$93.7K +$77.5K +900 New
AssetMark Inc
154
AssetMark Inc
California
$88.1K +$25.8K +300 +55%
Cheviot Value Management
155
Cheviot Value Management
California
$78.1K – – –
IFP Advisors
156
IFP Advisors
Florida
$75.2K +$5.17K +60 +9%
ITIM
157
Indiana Trust & Investment Management
Indiana
$74.4K – – –
US Bancorp
158
US Bancorp
Minnesota
$67.1K +$28K +325 +102%
GGM Financials
159
GGM Financials
Ohio
$65.7K – – –
Strategic Wealth Partners
160
Strategic Wealth Partners
Ohio
$62.5K – – –
Westside Investment Management
161
Westside Investment Management
California
$62.5K – – –
Rialto Wealth Management
162
Rialto Wealth Management
New York
$61.7K +$51.1K +593 New
Harbor Asset Planning
163
Harbor Asset Planning
Massachusetts
$61K – – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$59.9K – – –
IAIM
165
International Assets Investment Management
Florida
$57.4K – – –
SOA Wealth Advisors
166
SOA Wealth Advisors
New York
$56.1K -$861 -10 -2%
Farther Finance Advisors
167
Farther Finance Advisors
California
$55.8K – – –
Allworth Financial
168
Allworth Financial
California
$49.9K -$9.04K -105 -18%
Private Trust Company
169
Private Trust Company
Ohio
$49.1K – – –
Blue Trust Inc
170
Blue Trust Inc
Georgia
$44.3K – – –
Strengthening Families & Communities LLC
171
Strengthening Families & Communities LLC
Massachusetts
$41.7K – – –
MPWM Advisory Solutions
172
MPWM Advisory Solutions
Georgia
$33.3K – – –
Parallel Advisors
173
Parallel Advisors
California
$31.3K – – –
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$28.5K +$10.1K +117 +75%
Edmond de Rothschild Holding
175
Edmond de Rothschild Holding
Switzerland
$26K – – –