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Invesco S&P 500 High Beta ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XT
76
XTX Topco
Cayman Islands
$407K +$425K +3,511 New
QWM
77
Quadcap Wealth Management
Texas
$404K -$168K -1,390 -29%
FPGK
78
Financial Partners Group (Kansas)
Kansas
$398K +$415K +3,432 New
AC
79
Avant Capital
Louisiana
$393K -$30K -248 -7%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$376K +$16.9K +140 +5%
RWA
81
Reicon Wealth Advisors
Georgia
$364K -$68.8K -569 -15%
OAM
82
Oppenheimer Asset Management
New York
$364K -$51.2K -423 -12%
RFP
83
RCS Financial Planning
Maryland
$361K +$377K +3,117 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$350K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$342K +$357K +2,948 New
SA
86
Sanctuary Advisors
Indiana
$330K
SWP
87
Stratos Wealth Partners
Ohio
$327K +$10.4K +86 +3%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$320K +$134K +1,110 +67%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$314K
BHBT
90
Burke & Herbert Bank & Trust
Virginia
$307K
IWM
91
IHT Wealth Management
Illinois
$304K -$1.33K -11 -0.4%
MFN
92
Midwest Financial Network
Illinois
$285K +$297K +2,459 New
XF
93
XML Financial
Maryland
$285K -$75.3K -622 -20%
Betterment LLC
94
Betterment LLC
New York
$275K +$38.2K +316 +15%
ASN
95
Advisory Services Network
Georgia
$269K -$12.1K -100 -4%
CIA
96
Concurrent Investment Advisors
Florida
$267K
KWM
97
KFG Wealth Management
Indiana
$262K -$201K -1,660 -42%
VR
98
Valued Retirements
Texas
$252K +$263K +2,170 New
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$251K -$60.5K -500 -19%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$244K +$238K +1,971 +1,439%