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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Gupta Wealth Management
California
$33K -$17.2K -935 -34%
TFA
102
Transamerica Financial Advisors
Florida
$30K -$4.66M -253,550 -99%
Allworth Financial
103
Allworth Financial
California
$27K – – –
Brookstone Capital Management
104
Brookstone Capital Management
Illinois
$23K +$22.9K +1,245 New
WA
105
WFG Advisors
Texas
$21K – – –
BAM
106
Bruderman Asset Management
New York
$20K – – –
Benjamin F. Edwards & Company
107
Benjamin F. Edwards & Company
Missouri
$20K +$19.8K +1,078 New
Waverly Advisors
108
Waverly Advisors
Alabama
$19K – – –
PSI
109
Pinnacle Summer Investments
Virginia
$15K – – –
Gradient Investments
110
Gradient Investments
Minnesota
$13K +$13K +705 New
LFR
111
Lehman Financial Resources
Pennsylvania
$12K – – –
IWMPD
112
Integrated Wealth Management (Palm Desert)
California
$11K – – –
RCG
113
Ruggie Capital Group
Florida
$11K +$10.8K +590 New
DSC
114
Duncker Streett & Co
Missouri
$9K – – –
Huntington National Bank
115
Huntington National Bank
Ohio
$8K -$7.99K -435 Closed
Advisory Services Network
116
Advisory Services Network
Georgia
$7K +$6.8K +370 New
Goldman Sachs
117
Goldman Sachs
New York
– -$665K -35,760 Closed
R.M. Davis Inc
118
R.M. Davis Inc
Maine
– -$221K -11,900 Closed
DP
119
Dearborn Partners
Illinois
– -$211K -11,350 Closed
VFS
120
VSR Financial Services
Kansas
– -$194K -10,449 Closed
FTIOP
121
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$190K -10,190 Closed
Compagnie Lombard Odier SCmA
122
Compagnie Lombard Odier SCmA
Switzerland
– -$93K -5,000 Closed
PCM
123
Parsons Capital Management
Rhode Island
– -$55K -2,950 Closed
TDC
124
Thompson Davis & Co
Virginia
– -$37K -2,000 Closed
Bartlett & Co
125
Bartlett & Co
Ohio
– -$19K -1,000 Closed