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Invesco AI and Next Gen Software ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 21,134 | $2.2M | $1.93M | -$267,728.38 | -12.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,259 | $171,283.24 | $295,689.07 | $124,405.83 | 72.63% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 2,400 | $249,840 | $208,104 | -$41,736 | -16.71% |
| NA Nizar Araji National Bank Of Canada /FI/ | 50 | $2,262 | $4,571.5 | $2,309.5 | 102.1% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 2,836 | $295,267 | $266,413.84 | -$28,853.16 | -9.77% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,993 | $1.14M | $1.73M | $589,899.54 | 51.75% |
| YA Yinka Akinsola Blue Trust Inc. | 426 | $17,248.74 | $36,938.46 | $19,689.72 | 114.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,375 | $767,737.49 | $639,486.25 | -$128,251.24 | -16.71% |
 Kyle P. Smith NewEdge Wealth LLC | 3,781 | $219,524.86 | $345,696.83 | $126,171.97 | 57.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,672 | $735,736.32 | $1.1M | $363,052.8 | 49.35% |
 Brandon Collier Collier Financial | 4,295 | $194,269.41 | $372,419.45 | $178,150.04 | 91.7% |
 Katherine Saltonstall Sandy Cove Advisors LLC | 7,052 | $314,744.38 | $611,478.92 | $296,734.54 | 94.28% |
 Penny A. Phillips Journey Strategic Wealth LLC | 347,188 | $17.84M | $30.1M | $12.27M | 68.78% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 2,525 | $262,852.49 | $218,942.75 | -$43,909.74 | -16.71% |
 Missy Straw Nilsine Partners LLC | 15,232 | $1.59M | $1.32M | -$264,884.28 | -16.71% |
 Timothy Gerlach Novem Group | 4,852 | $322,817.97 | $420,716.92 | $97,898.95 | 30.33% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $983 | $1,734.2 | $751.2 | 76.42% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 138 | $6,243.12 | $12,829.86 | $6,586.74 | 105.5% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,413 | $251,143 | $209,231.23 | -$41,911.77 | -16.69% |
 Richard S. Levenson Western Financial Corp./CA | 2,207 | $229,749 | $191,368.97 | -$38,380.03 | -16.71% |
