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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
$58.5M +$13.8M +728,691 +31%
Bank of America
2
Bank of America
North Carolina
$34.6M +$5.54M +293,515 +19%
LPL Financial
3
LPL Financial
California
$21.1M -$19M -1,003,361 -48%
UBS Group
4
UBS Group
Switzerland
$17.2M +$1.71M +90,374 +11%
SMM
5
Stadion Money Management
Georgia
$16.5M +$1.14M +60,433 +8%
GC
6
Guggenheim Capital
Illinois
$6.58M -$257K -13,582 -4%
YMRC
7
Yorktown Management & Research Company
Virginia
$5.76M – – –
BAAM
8
Baker Avenue Asset Management
California
$5.6M -$103K -5,443 -2%
MFS
9
MSI Financial Services
Massachusetts
$5.1M +$2.68M +141,849 +114%
NSIM
10
North Star Investment Management
Illinois
$4.49M +$56.9K +3,012 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.02M +$676K +35,813 +21%
UFF
12
USA Financial Formulas
Michigan
$4.02M +$3.95M +209,277 New
KFC
13
Klingenstein Fields & Co
New York
$3.76M -$3.78K -200 -0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.5M +$64.6K +3,420 +2%
FIM
15
Freedom Investment Management
Connecticut
$3.41M +$293K +15,510 +10%
PAG
16
Private Advisor Group
New Jersey
$3.35M +$242K +12,819 +8%
WBG
17
Wharton Business Group
Pennsylvania
$3.34M +$75.5K +4,000 +2%
William Blair & Company
18
William Blair & Company
Illinois
$2.84M +$2.79M +147,836 New
Ameriprise
19
Ameriprise
Minnesota
$2.77M +$1.02M +54,117 +60%
CAN
20
Cetera Advisor Networks
California
$2.71M -$256K -13,565 -9%
PFS
21
Prospera Financial Services
Texas
$2.64M +$203K +10,750 +8%
FA
22
FDx Advisors
Illinois
$2.58M +$1.73M +91,667 +213%
RJA
23
Raymond James & Associates
Florida
$2.52M +$497K +26,308 +25%
CG
24
Colony Group
Massachusetts
$2.47M -$27.9K -1,475 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.42M +$233K +12,339 +11%
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