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Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$959K +$329K +4,134 +48%
DWM
27
Darwin Wealth Management
Florida
$948K +$353K +4,432 +54%
RJA
28
Raymond James & Associates
Florida
$929K +$44.4K +558 +5%
SAM
29
SignalPoint Asset Management
Missouri
$890K -$15.4K -193 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$756K +$219K +2,750 +37%
MML Investors Services
31
MML Investors Services
Massachusetts
$686K +$94.8K +1,191 +15%
BV
32
Boxwood Ventures
Illinois
$666K +$708K +8,887 New
FIM
33
Freedom Investment Management
Connecticut
$642K +$97.6K +1,226 +17%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$602K -$3.66K -46 -0.6%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$599K +$22.1K +278 +4%
MIS
36
Morningstar Investment Services
Illinois
$595K -$456K -5,723 -42%
Principal Financial Group
37
Principal Financial Group
Iowa
$594K +$23.1K +290 +4%
CW
38
CreativeOne Wealth
Kansas
$578K +$83.8K +1,052 +16%
FAM
39
Formidable Asset Management
Ohio
$531K -$149K -1,873 -21%
JPLA
40
Joseph P. Lucia & Associates
New York
$489K
MP
41
McDonald Partners
Ohio
$474K -$28.7K -360 -5%
KAS
42
Kestra Advisory Services
Texas
$470K +$15K +188 +3%
BJL
43
Brighton Jones LLC
Washington
$449K
Stifel Financial
44
Stifel Financial
Missouri
$399K -$11.5K -144 -3%
CAN
45
Cetera Advisor Networks
California
$365K +$388K +4,875 New
HighTower Advisors
46
HighTower Advisors
Illinois
$337K +$31.3K +393 +10%
RFN
47
RDA Financial Network
Iowa
$323K
UCFA
48
United Capital Financial Advisors
Texas
$303K +$1.03K +13 +0.3%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$293K +$478 +6 +0.2%
FRA
50
Frank Rimerman Advisors
California
$278K