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Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
51
Concord Wealth Partners
Virginia
$33.2K +$13.4K +249 +63%
FFA
52
Founders Financial Alliance
North Carolina
$32.8K -$161 -3 -0.5%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$27K -$4.4K -82 -13%
HI
54
Harbour Investments
Wisconsin
$25.9K +$26.9K +502 New
TWM
55
Tradition Wealth Management
Minnesota
$22K +$107 +2 +0.5%
RG
56
Retirement Group
California
$12.7K
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$7.23K
NA
58
NewEdge Advisors
Louisiana
$4.13K -$215 -4 -5%
CIAS
59
Capital Investment Advisory Services
North Carolina
$3.2K
RA
60
Rise Advisors
New York
$2.77K +$54 +1 +2%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.43K +$2.52K +47 New
PA
62
Parallel Advisors
California
$2.3K
SS
63
Sunbelt Securities
Texas
$2.02K
ACA
64
Aptus Capital Advisors
Alabama
$1.91K
GI
65
Gradient Investments
Minnesota
$1.86K
AWM
66
Atticus Wealth Management
Florida
$1.55K
HNB
67
Huntington National Bank
Ohio
$1.5K
SIS
68
Sound Income Strategies
Florida
$878 +$912 +17 New
AssetMark Inc
69
AssetMark Inc
California
$723 +$751 +14 New
Comerica Bank
70
Comerica Bank
Texas
$690 +$697 +13 New
First Manhattan
71
First Manhattan
New York
$361 -$54 -1 -13%
HWP
72
Hibernia Wealth Partners
Louisiana
$297 +$322 +6 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$264 +$858 +16 New
AWA
74
Aletheian Wealth Advisors
Washington
-$5.22M -99,285 Closed
RB
75
Richmond Brothers
Michigan
-$556K -10,578 Closed