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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
CIM LLC
New York
$418K -$8.15K -564 -2%
MWM
52
MGB Wealth Management
Texas
$402K -$3.53K -244 -0.9%
CFG
53
Citizens Financial Group
Rhode Island
$385K +$121K +8,400 +47%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$383K +$378K +26,180 New
CG
55
Caprock Group
Idaho
$379K +$379K +26,218 New
LEFP
56
Leading Edge Financial Planning
Tennessee
$363K +$148K +10,249 +70%
PMG
57
ProVise Management Group
Florida
$361K -$5.06K -350 -1%
OC
58
Oppenheimer & Co
New York
$359K +$24.4K +1,689 +7%
Truist Financial
59
Truist Financial
North Carolina
$346K -$2.53K -175 -0.7%
KAS
60
Kestra Advisory Services
Texas
$344K -$88.1K -6,097 -21%
HAG
61
HF Advisory Group
Maryland
$324K +$16K +1,106 +5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$317K -$8.67K -600 -3%
WFC
63
Western Financial Corp
California
$307K -$14.2K -983 -4%
AQR Capital Management
64
AQR Capital Management
Connecticut
$299K +$296K +20,441 New
JPLA
65
Joseph P. Lucia & Associates
New York
$296K
AA
66
Ancora Advisors
Ohio
$292K
IFWM
67
Institute for Wealth Management
Colorado
$271K -$4.34K -300 -2%
AAS
68
Ameritas Advisory Services
Nebraska
$267K +$178K +12,326 +207%
MCM
69
MAI Capital Management
Ohio
$264K -$56K -3,877 -18%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$253K
DP
71
Dearborn Partners
Illinois
$253K -$5.42K -375 -2%
HF
72
HRT Financial
New York
$249K +$247K +17,085 New
MCM
73
McRae Capital Management
New Jersey
$237K
KPWS
74
Kestra Private Wealth Services
Texas
$228K
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$224K