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Invesco Financial Preferred ETF
PGF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.3M +$41.4M +2,254,897 New
U
2
UBS
Switzerland
$30.8M +$31.6M +1,720,380 New
Bank of America
3
Bank of America
North Carolina
$27.2M +$27.9M +1,519,794 New
LPL Financial
4
LPL Financial
California
$15.9M +$16.4M +889,680 New
BMM
5
Berkshire Money Management
Massachusetts
$12.1M +$12.5M +678,442 New
Nuveen
6
Nuveen
North Carolina
$8.32M +$8.55M +465,000 New
Wells Fargo
7
Wells Fargo
California
$5.92M +$6.08M +330,819 New
FIAS
8
FinTrust Investment Advisory Services
South Carolina
$5.91M +$6.07M +330,377 New
BCM
9
Bluefin Capital Management
New York
$5.2M +$5.32M +289,526 New
BCI
10
Brinker Capital Investments
Pennsylvania
$5.05M +$5.19M +282,475 New
KFC
11
Klingenstein Fields & Co
New York
$4.88M +$5.01M +272,593 New
SNC
12
Stifel Nicolaus & Co
Missouri
$4.42M +$4.54M +247,190 New
CS
13
Credit Suisse
Switzerland
$4.39M +$4.51M +245,463 New
MPM
14
Meritage Portfolio Management
Kansas
$4.01M +$4.12M +224,405 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.9M +$4.01M +218,198 New
BF
16
BOK Financial
Oklahoma
$3.62M +$3.72M +202,296 New
OC
17
Oppenheimer & Co
New York
$3.44M +$3.53M +192,115 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.17M +$3.26M +177,341 New
NSIM
19
North Star Investment Management
Illinois
$3.15M +$3.24M +176,258 New
IFWM
20
Institute for Wealth Management
Colorado
$2.76M +$2.83M +154,251 New
SAMC
21
Shinko Asset Management Company
Japan
$2.54M +$2.61M +142,200 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.33M +$2.4M +130,524 New
PA
23
Pinnacle Associates
New York
$2.27M +$2.33M +126,582 New
RJA
24
Raymond James & Associates
Florida
$2.24M +$2.3M +124,965 New
IAS
25
IMA Advisory Services
Colorado
$2.1M +$2.16M +117,440 New
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