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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
226
Tarbox Family Office
California
$8K – – –
APC
227
Aspire Private Capital
North Carolina
$8K +$7.88K +156 New
KFI
228
Key Financial Inc
Pennsylvania
$7K – – –
JFA
229
JNBA Financial Advisors
Minnesota
$5K +$4.8K +95 New
AA
230
Ancora Advisors
Ohio
$4K -$2.02K -40 -31%
PWM
231
Pacific Wealth Management
California
– -$27.3M -539,406 Closed
EWP
232
Engrave Wealth Partners
Texas
– -$5.47M -108,159 Closed
CCM
233
Crabel Capital Management
California
– -$4.6M -90,901 Closed
SIA
234
Strategic Investment Advisors
Michigan
– -$829K -16,388 Closed
WAS
235
Wealth Advisory Solutions
Indiana
– -$482K -9,548 Closed
M&T Bank
236
M&T Bank
New York
– -$434K -8,583 Closed
KPWS
237
Kestra Private Wealth Services
Texas
– -$404K -8,000 Closed
Vontobel Holding
238
Vontobel Holding
Switzerland
– -$405K -8,000 Closed
RB
239
Renasant Bank
Mississippi
– -$400K -7,899 Closed
HR
240
Hardy Reed
Mississippi
– -$376K -7,435 Closed
DWM
241
Darwin Wealth Management
Florida
– -$315K -6,243 Closed
CWA
242
Capital Wealth Alliance
Arizona
– -$309K -6,105 Closed
HH
243
Hilltop Holdings
Texas
– -$286K -5,651 Closed
Ameriprise
244
Ameriprise
Minnesota
– -$256K -5,080 Closed
TWM
245
Titus Wealth Management
California
– -$241K -4,756 Closed
AAS
246
Avantax Advisory Services
Texas
– -$202K -4,008 Closed
SAG
247
Spotlight Asset Group
Illinois
– -$202K -4,000 Closed
IA
248
Inspire Advisors
Idaho
– -$171K -3,390 Closed
PWM
249
Perigon Wealth Management
California
– -$139K -2,758 Closed
MF
250
Manchester Financial
California
– -$87K -1,717 Closed