We are live on ! Find out more
PSP icon

Invesco Global Listed Private Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
51
Burke & Herbert Bank & Trust
Virginia
$360K +$14.5K +225 +5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$359K +$10.3K +160 +3%
AIM
53
Advyzon Investment Management
Illinois
$324K +$2.91K +45 +1%
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$324K
AAP
55
Arax Advisory Partners
Colorado
$301K -$401K -6,205 -59%
CMMS
56
Comprehensive Money Management Services
Florida
$300K
PWM
57
Perigon Wealth Management
California
$278K +$5.88K +91 +2%
FFS
58
Founders Financial Securities
Maryland
$274K
TCM
59
Triumph Capital Management
Colorado
$271K +$254K +3,931 New
EH
60
Equitable Holdings
New York
$264K +$30.6K +474 +14%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$264K -$104K -1,606 -30%
LFG
62
Larson Financial Group
Missouri
$262K +$19.2K +297 +8%
ORC
63
O'Rourke & Company
Massachusetts
$218K +$204K +3,162 New
KAS
64
Kestra Advisory Services
Texas
$213K +$200K +3,088 New
ASN
65
Advisory Services Network
Georgia
$209K +$194K +2,999 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K
MCM
67
MAI Capital Management
Ohio
$127K +$32.8K +508 +38%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$82.6K
PWAM
69
Private Wealth Asset Management
Iowa
$55.1K
RIL
70
Rothschild Investment LLC
Illinois
$55.1K
SPIA
71
Steward Partners Investment Advisory
New York
$53K
AAS
72
Ameritas Advisory Services
Nebraska
$47.5K +$44.6K +690 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$41.3K +$38.8K +600 New
BCM
74
Boreal Capital Management
Florida
$41.3K +$38.8K +600 New
MCM
75
Manchester Capital Management
Vermont
$31K