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Invesco NASDAQ Next Gen 100 ETF
QQQJ

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
26
Oakwood Capital Management
California
$556K +$509K +18,000 New
PCM
27
Pointe Capital Management
Michigan
$551K +$505K +17,853 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$474K +$435K +15,368 New
SPC
29
Sigma Planning Corp
Michigan
$460K +$422K +14,915 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$450K +$413K +14,600 New
JHCP
31
Jackson Hole Capital Partners
Oklahoma
$448K +$411K +14,525 New
CG
32
Clarus Group
Texas
$434K +$352K +12,462 New
BAM
33
Belpointe Asset Management
Nevada
$417K +$382K +13,523 New
SAM
34
Simplify Asset Management
Nevada
$368K +$338K +11,940 New
CA
35
Cetera Advisors
Colorado
$330K +$303K +10,697 New
Jane Street
36
Jane Street
New York
$303K +$277K +9,794 New
KAS
37
Kestra Advisory Services
Texas
$294K +$269K +9,529 New
TAM
38
Townsend Asset Management
North Carolina
$291K +$267K +9,429 New
OCM
39
Orser Capital Management
Texas
$288K +$264K +9,320 New
Citadel Advisors
40
Citadel Advisors
Florida
$287K +$263K +9,301 New
IA
41
Insight Advisors
Pennsylvania
$285K +$261K +9,221 New
SMC
42
Smith, Moore & Co
Missouri
$270K +$247K +8,750 New
RM
43
Resource Management
Louisiana
$247K +$226K +8,000 New
BRWA
44
B. Riley Wealth Advisors
Florida
$247K +$226K +8,002 New
EFS
45
Essex Financial Services
Connecticut
$236K +$216K +7,646 New
WS
46
Wedbush Securities
California
$233K +$214K +7,558 New
Cerity Partners
47
Cerity Partners
New York
$222K +$203K +7,177 New
JMPWA
48
JP Morgan Private Wealth Advisors
California
$213K +$195K +6,907 New
KFS
49
Kaizen Financial Strategies
California
$210K +$193K +6,811 New
Financial Engines Advisors
50
Financial Engines Advisors
California
$207K +$189K +6,693 New
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