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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Milestone Asset Management
Pennsylvania
– -$322K -20,243 Closed
TWP
202
Tempus Wealth Planning
California
– -$288K -20,000 Closed
IWA
203
IBEX Wealth Advisors
New Jersey
– -$206K -14,288 Closed
RIA
204
Regal Investment Advisors
Michigan
– -$195K -13,540 Closed
Atria Wealth Solutions
205
Atria Wealth Solutions
New York
– -$177K -12,293 Closed
SAM
206
Synergy Asset Management
Washington
– -$176K -12,200 Closed
BRWA
207
B. Riley Wealth Advisors
Florida
– -$169K -11,720 Closed
Busey Bank
208
Busey Bank
Illinois
– -$159K -11,054 Closed
AFM
209
Abbot Financial Management
Massachusetts
– -$158K -10,950 Closed
AWM
210
Aprio Wealth Management
Georgia
– -$153K -10,605 Closed
WEPOG
211
Wealth Enhancement & Preservation of GA
Georgia
– -$148K -10,289 Closed
RIG
212
Ramiah Investment Group
Wisconsin
– -$145K -10,101 Closed
AF
213
Affiance Financial
Minnesota
– -$124K -8,622 Closed
SouthState Corp
214
SouthState Corp
Florida
– -$115K -7,965 Closed
PIMG
215
Patriot Investment Management Group
Tennessee
– -$98.7K -6,158 Closed
NL
216
NVWM LLC
Pennsylvania
– -$57.7K -4,005 Closed
ZIG
217
Zullo Investment Group
Pennsylvania
– -$43.2K -3,000 Closed
RFG
218
RFP Financial Group
Georgia
– -$36.7K -2,550 Closed
HB
219
Horizon Bancorp
Indiana
– -$27K -1,894 Closed
Clearstead Advisors
220
Clearstead Advisors
Ohio
– -$17.3K -1,200 Closed
Westwood Holdings Group
221
Westwood Holdings Group
Texas
– -$14K -1,000 Closed
TWM
222
Tradition Wealth Management
Minnesota
– -$14K -974 Closed
SignatureFD
223
SignatureFD
Georgia
– -$7.92K -550 Closed
Citigroup
224
Citigroup
New York
– -$7.2K -500 Closed
GEA
225
Glen Eagle Advisors
New Jersey
– -$7.2K -500 Closed