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Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$94K -$10.9K -179 -11%
TWM
52
Tradition Wealth Management
Minnesota
$71K +$64.1K +1,054 New
PWM
53
Perigon Wealth Management
California
$55K +$49.7K +817 New
SFS
54
Sowell Financial Services
Arkansas
$52K
SPIA
55
Steward Partners Investment Advisory
New York
$49K
EP
56
Eudaimonia Partners
Tennessee
$37K
FFA
57
Founders Financial Alliance
North Carolina
$29K
SFG
58
Sowa Financial Group
Rhode Island
$27K
JCM
59
Jacobi Capital Management
Pennsylvania
$23K +$15.3K +252 +271%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$17K +$10.1K +166 +202%
RE
61
RBC Europe
United Kingdom
$15.2K
JP Morgan Chase
62
JP Morgan Chase
New York
$13K +$12.2K +200 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11K
QI
64
QS Investors
New York
$11K +$10.3K +170 New
GWM
65
Geneos Wealth Management
Colorado
$8K +$73K +1,200 +1,071%
RG
66
Retirement Group
California
$7K
CFA
67
Carroll Financial Associates
North Carolina
$6K +$61 +1 +1%
EI
68
Ellevest Inc
New York
$6K +$5.47K +90 New
PCG
69
Private Capital Group
Connecticut
$5K
CIAS
70
Capital Investment Advisory Services
North Carolina
$4K
RA
71
Reby Advisors
Connecticut
$4K +$3.47K +57 New
AAP
72
Arax Advisory Partners
Colorado
$4K +$3.83K +63 New
ASN
73
Advisory Services Network
Georgia
$3K
PA
74
Parallel Advisors
California
$3K
GI
75
Gradient Investments
Minnesota
$2K