We are live on ! Find out more
PSP icon

Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
BTS Asset Management
Massachusetts
$274K +$291K +3,653 New
Truist Financial
52
Truist Financial
North Carolina
$242K +$257K +3,233 New
AWCI
53
Alpine Woods Capital Investors
New York
$240K
US Bancorp
54
US Bancorp
Minnesota
$222K +$236K +2,965 New
OPCM
55
Osborne Partners Capital Management
California
$220K -$13K -163 -5%
SFG
56
Summit Financial Group
West Virginia
$215K +$15K +188 +7%
SFS
57
Sowell Financial Services
Arkansas
$205K +$1.19K +15 +0.6%
IIA
58
IPG Investment Advisors
California
$195K +$208K +2,610 New
PA
59
PFG Advisors
Arizona
$191K +$21.7K +273 +12%
RSWM
60
Robertson Stephens Wealth Management
California
$172K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$159K
IA
62
IFP Advisors
Florida
$115K +$123K +1,540 New
CAAS
63
Capital Asset Advisory Services
Michigan
$105K
JP Morgan Chase
64
JP Morgan Chase
New York
$93K -$315K -3,956 -76%
TWM
65
Tradition Wealth Management
Minnesota
$93K +$2.07K +26 +2%
GTAM
66
Global Trust Asset Management
Florida
$85K +$89.9K +1,129 New
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$71K
SPIA
68
Steward Partners Investment Advisory
New York
$55K
GM
69
GeoWealth Management
Illinois
$54K +$59K +741 New
HI
70
Harbour Investments
Wisconsin
$50K -$3.1K -39 -6%
FFA
71
Founders Financial Alliance
North Carolina
$36K +$3.98K +50 +12%
AAP
72
Arax Advisory Partners
Colorado
$28K
MAM
73
Meeder Asset Management
Ohio
$23K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$22.4K +$23.8K +299 New
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K