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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
$74M +$4.79M +250,789 +7%
Bank of America
2
Bank of America
North Carolina
$38.7M +$1.24M +65,094 +3%
LPL Financial
3
LPL Financial
California
$24.7M +$400K +20,951 +2%
Wells Fargo
4
Wells Fargo
California
$22.5M +$916K +47,969 +4%
AWAG
5
ARS Wealth Advisors Group
Florida
$20.4M +$20.5M +1,074,717 New
UBS Group
6
UBS Group
Switzerland
$16M +$359K +18,802 +2%
BWM
7
BT Wealth Management
Georgia
$9.39M -$1.15M -60,474 -11%
AWS
8
AJ Wealth Strategies
New York
$8.46M +$3.24M +169,937 +62%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.6M +$169K +8,853 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.38M +$1.65M +86,587 +29%
EW
11
Evoke Wealth
California
$6.7M +$724K +37,920 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.47M +$1.66K +87 +0%
NSIM
13
North Star Investment Management
Illinois
$6.42M +$439K +23,008 +7%
CL
14
CIM LLC
New York
$6.36M -$605K -31,693 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.22M +$740K +38,780 +13%
AP
16
Appleton Partners
Massachusetts
$5.89M +$879K +46,031 +17%
GI
17
Gradient Investments
Minnesota
$5.74M +$290K +15,212 +5%
FCA
18
FinTrust Capital Advisors
South Carolina
$5.06M -$83.6K -4,378 -2%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$4.72M +$383K +20,085 +9%
IAN
20
Integrated Advisors Network
Texas
$4.12M +$33K +1,727 +0.8%
RJA
21
Raymond James & Associates
Florida
$3.94M +$166K +8,680 +4%
CAN
22
Cetera Advisor Networks
California
$3.69M +$71.6K +3,752 +2%
Stifel Financial
23
Stifel Financial
Missouri
$3.52M +$633K +33,159 +22%
KAS
24
Kestra Advisory Services
Texas
$3.32M +$396K +20,737 +13%
GI
25
Glovista Investments
New Jersey
$3.28M -$71.4K -3,740 -2%
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