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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$3.82K – – –
WIM
177
Westside Investment Management
California
$3.51K – – –
CSC
178
Caldwell Sutter Capital
California
$3.27K -$1.62K -106 -32%
OFG
179
Oxford Financial Group
Indiana
$3.19K +$3.37K +220 New
GWSA
180
Global Wealth Strategies & Associates
Colorado
$2.99K +$3.15K +206 New
LWA
181
Lowe Wealth Advisors
Maryland
$2.9K -$16.8K -1,100 -85%
Ancora Advisors
182
Ancora Advisors
Ohio
$2.18K – – –
Geneos Wealth Management
183
Geneos Wealth Management
Colorado
$2.18K – – –
IF
184
Integrity Financial
Wyoming
$1.95K – – –
DAM
185
Delta Asset Management
Tennessee
$1.8K – – –
AWM
186
Atticus Wealth Management
Florida
$262 -$1.76K -115 -86%
RF
187
Robbins Farley
New Hampshire
$44 -$826 -54 -95%
JAM
188
Jacobs Asset Management
New York
– -$2.74M -190,000 Closed
Cohen & Steers
189
Cohen & Steers
New York
– -$2.22M -154,032 Closed
DIP
190
DT Investment Partners
Pennsylvania
– -$1.5M -104,245 Closed
Waverly Advisors
191
Waverly Advisors
Alabama
– -$1.15M -79,646 Closed
ACM
192
AlphaStar Capital Management
North Carolina
– -$925K -64,221 Closed
PA
193
Parkside Advisors
California
– -$910K -63,173 Closed
AWS
194
AJ Wealth Strategies
New York
– -$793K -55,099 Closed
BMC
195
Benin Management Corp
Connecticut
– -$533K -37,000 Closed
Wolverine Trading
196
Wolverine Trading
Illinois
– -$475K -32,963 Closed
Mill Creek Capital Advisors
197
Mill Creek Capital Advisors
Pennsylvania
– -$352K -24,411 Closed
CFG
198
Carr Financial Group
Massachusetts
– -$334K -23,162 Closed
TPW
199
Transatlantique Private Wealth
New York
– -$329K -22,825 Closed
Klingenstein Fields & Co
200
Klingenstein Fields & Co
New York
– -$312K -21,700 Closed