We are live on ! Find out more
PGF icon

Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
101
Thompson Davis & Co
Virginia
$36K – – –
Deutsche Bank
102
Deutsche Bank
Germany
$35K +$35K +2,000 New
GGPS
103
Gary Goldberg Planning Services
New York
$27K +$26.2K +1,497 +49,900%
LFR
104
Lehman Financial Resources
Pennsylvania
$25K – – –
Waverly Advisors
105
Waverly Advisors
Alabama
$19K – – –
EAMA
106
EFG Asset Management (Americas)
Florida
$16K – – –
WTB
107
Washington Trust Bank
Washington
$13K +$13.1K +750 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.5K +658 New
WEC
109
Winslow Evans & Crocker
Massachusetts
$11.5K – – –
DSC
110
Duncker Streett & Co
Missouri
$9K – – –
IFWM
111
Institute for Wealth Management
Colorado
$8K – – –
Gradient Investments
112
Gradient Investments
Minnesota
$1K +$1.15K +66 New
Managed Account Advisors
113
Managed Account Advisors
New Jersey
– -$9.23M -545,059 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
– -$1.75M -100,126 Closed
HCM
115
Hengehold Capital Management
Ohio
– -$734K -43,333 Closed
CFA
116
Cahill Financial Advisors
Minnesota
– -$649K -38,304 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
– -$280K -16,511 Closed
Apex Capital Management
118
Apex Capital Management
Ohio
– -$229K -13,525 Closed
VFS
119
VSR Financial Services
Kansas
– -$209K -12,309 Closed
FineMark National Bank & Trust
120
FineMark National Bank & Trust
Florida
– -$102K -6,002 Closed
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
– -$22K -1,300 Closed
PTCG
122
Pring Turner Capital Group
California
– -$17K -1,000 Closed