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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.5M +$9.3M +522,442 +33%
Bank of America
2
Bank of America
North Carolina
$29.9M +$1.64M +92,229 +6%
AWA
3
ARS Wealth Advisors
Florida
$16.2M +$16.1M +903,561 New
LPL Financial
4
LPL Financial
California
$16M +$2.84M +159,764 +22%
UBS Group
5
UBS Group
Switzerland
$13.6M -$97.4K -5,472 -0.7%
Wells Fargo
6
Wells Fargo
California
$13.3M -$105K -5,913 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.34M +$3.58M +201,091 +96%
FCA
8
FinTrust Capital Advisors
South Carolina
$5.95M -$418K -23,458 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.19M -$425K -23,877 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.54M +$2.81M +158,025 +165%
NSIM
11
North Star Investment Management
Illinois
$4.35M -$809K -45,457 -16%
Asset Management One
12
Asset Management One
Japan
$4.26M
AP
13
Appleton Partners
Massachusetts
$3.84M -$56.6K -3,180 -1%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.53M +$241K +13,509 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.24M +$755K +42,385 +31%
RJA
16
Raymond James & Associates
Florida
$2.75M -$560K -31,456 -17%
AWS
17
AJ Wealth Strategies
New York
$2.62M +$606K +34,029 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.59M +$39.3K +2,209 +2%
CAN
19
Cetera Advisor Networks
California
$2.33M +$608K +34,127 +35%
PFA
20
Paradigm Financial Advisors
Missouri
$2.29M -$3.15K -177 -0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.05M +$193K +10,856 +10%
Stifel Financial
22
Stifel Financial
Missouri
$1.99M +$956K +53,676 +93%
MA
23
Mutual Advisors
Nebraska
$1.95M -$21.4K -1,202 -1%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$1.91M -$605K -33,962 -24%
UCFA
25
United Capital Financial Advisors
Texas
$1.88M -$138K -7,770 -7%