We are live on ! Find out more
PSP icon

Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
51
Osborne Partners Capital Management
California
$237K
SFS
52
Sowell Financial Services
Arkansas
$208K +$2.49K +32 +1%
SFG
53
Summit Financial Group
West Virginia
$206K
JWCA
54
J.W. Cole Advisors
Florida
$183K +$545 +7 +0.3%
RSWM
55
Robertson Stephens Wealth Management
California
$176K +$180K +2,310 New
PA
56
PFG Advisors
Arizona
$174K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$163K
CAAS
58
Capital Asset Advisory Services
Michigan
$107K +$78 +1 +0.1%
TWM
59
Tradition Wealth Management
Minnesota
$93K +$11.8K +151 +14%
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$73K +$74.2K +953 New
SPIA
61
Steward Partners Investment Advisory
New York
$56K
HI
62
Harbour Investments
Wisconsin
$54K +$9.11K +117 +20%
FFA
63
Founders Financial Alliance
North Carolina
$33K
AAP
64
Arax Advisory Partners
Colorado
$28K +$28.6K +368 New
MAM
65
Meeder Asset Management
Ohio
$24K +$24.1K +310 New
Bessemer Group
66
Bessemer Group
New Jersey
$21K +$21.1K +271 New
JFGIW
67
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$20.4K +262 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$19K
RE
69
RBC Europe
United Kingdom
$17.3K
FGAM
70
Financial Gravity Asset Management
Texas
$15K +$545 +7 New
JCM
71
Jacobi Capital Management
Pennsylvania
$15K +$545 +7 +4%
Barclays
72
Barclays
United Kingdom
$12K +$12.1K +155 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$11K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$10K +$8.56K +110 +500%
RG
75
Retirement Group
California
$9K