We are live on ! Find out more
PSP icon

Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
51
Comprehensive Money Management Services
Florida
$291K +$300K +4,355 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$268K +$276K +4,014 New
AIM
53
Advyzon Investment Management
Illinois
$250K +$258K +3,749 New
TFA
54
Tranquilli Financial Advisor
New Jersey
$248K +$482 +7 +0.2%
AWM
55
Apollon Wealth Management
South Carolina
$239K +$246K +3,575 New
WPW
56
Warther Private Wealth
Ohio
$232K
PWM
57
Perigon Wealth Management
California
$231K +$232K +3,376 New
LFG
58
Larson Financial Group
Missouri
$222K +$4.06K +59 +2%
AFG
59
Atomi Financial Group
New York
$211K -$260K -3,774 -54%
MSA
60
Marino Stram & Associates
Massachusetts
$203K +$209K +3,042 New
CIA
61
Cape Investment Advisory
Georgia
$108K -$2.55K -37 -2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$80.1K
RIL
63
Rothschild Investment LLC
Illinois
$53.4K
SPIA
64
Steward Partners Investment Advisory
New York
$51.4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$43.7K
NP
66
NorthRock Partners
Minnesota
$42.6K
CPG
67
Cornerstone Planning Group
New Jersey
$26.4K +$413 +6 +2%
PTC
68
Private Trust Company
Ohio
$26.2K
AWM
69
AE Wealth Management
Kansas
$25.3K +$26.1K +379 New
PS
70
Principal Securities
Iowa
$24K
FFA
71
Founders Financial Alliance
North Carolina
$22.2K -$9.98K -145 -30%
JP Morgan Chase
72
JP Morgan Chase
New York
$17.1K +$2.55K +37 +17%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$15.6K +$3.86K +56 +31%
MA
74
Montag & Associates
Georgia
$9.68K
AssetMark Inc
75
AssetMark Inc
California
$7.81K