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Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I2I
51
Insight 2811 Inc
Illinois
$136K
Citigroup
52
Citigroup
New York
$125K +$4.79K +78 +4%
GWM
53
Geneos Wealth Management
Colorado
$121K +$61 +1 +0.1%
BAM
54
Belpointe Asset Management
Nevada
$116K
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$114K
AF
56
Advisornet Financial
Minnesota
$97K -$23.8K -387 -20%
CAAS
57
Capital Asset Advisory Services
Michigan
$97K +$91.2K +1,486 New
GFPC
58
Global Financial Private Client
Florida
$48.9K +$47K +765 New
APA
59
American Portfolios Advisors
New York
$46.9K +$45K +733 New
1IA
60
1834 Investment Advisors
Wisconsin
$45K +$43K +700 New
OAM
61
Oppenheimer Asset Management
New York
$40K -$1.96K -32 -5%
IFWM
62
Institute for Wealth Management
Colorado
$26K +$24.7K +403 New
OIA
63
Optimum Investment Advisors
Illinois
$25K
SFG
64
Sowa Financial Group
Rhode Island
$25K +$24.3K +396 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$23K
OPS
66
Orion Portfolio Solutions
Nebraska
$22K +$20.7K +337 New
PCG
67
Private Capital Group
Connecticut
$17K
RE
68
RBC Europe
United Kingdom
$14.4K
QI
69
QS Investors
New York
$14K -$184 -3 -1%
TFS
70
TrustCore Financial Services
Tennessee
$14K +$246 +4 +2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$11K
ASN
72
Advisory Services Network
Georgia
$8K -$21.1K -343 -74%
WEC
73
Winslow Evans & Crocker
Massachusetts
$8K
RG
74
Retirement Group
California
$7K +$7.06K +115 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6K -$614 -10 -9%