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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Doyle Wealth Management
Florida
$17K +$17.6K +1,000 New
PB
152
Pinnacle Bancorp
Nebraska
$17K +$17.6K +1,000 New
IBOK
153
Independence Bank of Kentucky
Kentucky
$16K – – –
RFA
154
Reilly Financial Advisors
California
$12K -$23.8K -1,350 -66%
CIAS
155
Capital Investment Advisory Services
North Carolina
$10K +$10.5K +594 New
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$9K -$1.76K -100 -17%
BWM
157
BerganKDV Wealth Management
Minnesota
$9K – – –
Bogart Wealth LLC
158
Bogart Wealth LLC
Virginia
$9K – – –
MFW
159
Mosaic Family Wealth
Missouri
$9K – – –
WIM
160
Westside Investment Management
California
$8.4K – – –
IFAM
161
Institutional & Family Asset Management
Colorado
$8K – – –
Benjamin F. Edwards & Company
162
Benjamin F. Edwards & Company
Missouri
$7K -$19K -1,076 -72%
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$7K +$7.43K +421 New
Larson Financial Group
164
Larson Financial Group
Missouri
$6K +$5.96K +338 New
DSC
165
Duncker Streett & Co
Missouri
$5K – – –
GWS
166
Glassman Wealth Services
Virginia
$4K – – –
AWM
167
AllSquare Wealth Management
New York
$3K – – –
AA
168
AlphaMark Advisors
Kentucky
$3K – – –
LPWM
169
Lake Point Wealth Management
Texas
$3K +$3.1K +176 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K +$1.76K +100 New
SFA
171
Semmax Financial Advisors
North Carolina
$1K +$741 +42 New
WBG
172
Wharton Business Group
Pennsylvania
– -$6.95M -381,815 Closed
JP Morgan Private Wealth Advisors
173
JP Morgan Private Wealth Advisors
California
– -$1.41M -77,293 Closed
PWM
174
Paulson Wealth Management
Illinois
– -$797K -44,679 Closed
FFS
175
Founders Financial Securities
Maryland
– -$789K -43,366 Closed