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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
$70.5M +$3.25M +170,830 +5%
Bank of America
2
Bank of America
North Carolina
$38.1M +$1.04M +54,484 +3%
ETC
3
Exchange Traded Concepts
Oklahoma
$32.6M -$2.88M -151,462 -8%
FIA
4
Foundations Investment Advisors
Arizona
$29.2M +$3.24M +170,292 +13%
LPL Financial
5
LPL Financial
California
$24.7M -$24.4K -1,284 -0.1%
Wells Fargo
6
Wells Fargo
California
$21.9M -$564K -29,646 -3%
AWA
7
ARS Wealth Advisors
Florida
$20.4M +$445K +23,370 +2%
UBS Group
8
UBS Group
Switzerland
$15.9M +$2.24M +117,960 +17%
BWM
9
BT Wealth Management
Georgia
$10.7M -$190K -10,008 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.56M +$335K +17,603 +5%
CL
11
CIM LLC
New York
$7.02M +$76K +3,996 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.59M -$746K -39,204 -10%
NSIM
13
North Star Investment Management
Illinois
$6.09M +$1.55M +81,512 +35%
EW
14
Evoke Wealth
California
$6.09M +$802K +42,135 +15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.83M -$942K -49,533 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.58M +$1.35M +70,902 +32%
GI
17
Gradient Investments
Minnesota
$5.55M +$250K +13,164 +5%
AWS
18
AJ Wealth Strategies
New York
$5.33M +$1.02M +53,859 +24%
FCA
19
FinTrust Capital Advisors
South Carolina
$5.24M -$148K -7,763 -3%
AP
20
Appleton Partners
Massachusetts
$5.11M +$491K +25,823 +11%
GM
21
GeoWealth Management
Illinois
$5.07M +$487K +25,605 +11%
SWIG
22
Strategic Wealth Investment Group
Kentucky
$4.41M +$896K +47,065 +26%
IAN
23
Integrated Advisors Network
Texas
$4.16M +$1.79M +94,043 +77%
RJA
24
Raymond James & Associates
Florida
$3.84M +$830K +43,641 +28%
CAN
25
Cetera Advisor Networks
California
$3.68M +$285K +14,965 +9%
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