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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWD
176
Osborn Williams & Donohoe
Ohio
-$396K -21,500 Closed
LSPW
177
Lake Street Private Wealth
Illinois
-$301K -16,500 Closed
CA
178
Cetera Advisors
Colorado
-$285K -15,608 Closed
SBIA
179
Sheaff Brock Investment Advisors
Indiana
-$240K -13,117 Closed
Bank of New York Mellon
180
Bank of New York Mellon
New York
-$229K -12,537 Closed
IDA
181
Intelligence Driven Advisers
California
-$204K -11,168 Closed
Baird Financial Group
182
Baird Financial Group
Wisconsin
-$188K -10,315 Closed
BTS
183
BB&T Securities
Virginia
-$185K -10,171 Closed
OPCM
184
Osborne Partners Capital Management
California
-$183K -10,000 Closed
RFC
185
Regions Financial Corp
Alabama
-$153K -8,400 Closed
WAM
186
Wealthspire Advisors (Maryland)
Maryland
-$153K -8,400 Closed
AP
187
Advisors Preferred
Maryland
-$83K -4,540 Closed
SWM
188
SeaCrest Wealth Management
New York
-$29K -1,600 Closed
APC
189
Aspire Private Capital
North Carolina
-$24K -1,291 Closed
RFA
190
Reilly Financial Advisors
California
-$13K -700 Closed
MFW
191
Mosaic Family Wealth
Missouri
-$9K -502 Closed
AWM
192
AllSquare Wealth Management
New York
-$4K -200 Closed
AA
193
AlphaMark Advisors
Kentucky
-$4K -200 Closed
GWMIA
194
Global Wealth Management Investment Advisory
Florida
-$3K -187 Closed
SFA
195
Semmax Financial Advisors
North Carolina
-$1K -42 Closed
EIP
196
Ellis Investment Partners
Pennsylvania
+$203 +11 New