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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.5M -$1.05M -56,092 -1%
Bank of America
2
Bank of America
North Carolina
$44.7M +$6.19M +330,502 +16%
LPL Financial
3
LPL Financial
California
$25.1M +$597K +31,905 +2%
Wells Fargo
4
Wells Fargo
California
$24M +$1.69M +90,115 +8%
AWAG
5
ARS Wealth Advisors Group
Florida
$20.4M +$148K +7,882 +0.7%
UBS Group
6
UBS Group
Switzerland
$16.3M +$409K +21,827 +3%
AWS
7
AJ Wealth Strategies
New York
$12M +$3.62M +193,536 +43%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.34M +$2.01M +107,216 +28%
NSIM
9
North Star Investment Management
Illinois
$6.97M +$596K +31,855 +9%
EW
10
Evoke Wealth
California
$6.93M +$276K +14,768 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.48M -$1.06M -56,400 -14%
CL
12
CIM LLC
New York
$6.04M -$31.1K -1,659 -0.5%
AP
13
Appleton Partners
Massachusetts
$5.96M +$113K +6,013 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.93M -$494K -26,379 -8%
GI
15
Gradient Investments
Minnesota
$5.79M +$88.3K +4,719 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.03M -$1.14M -60,941 -19%
FCA
17
FinTrust Capital Advisors
South Carolina
$4.86M -$164K -8,762 -3%
IAN
18
Integrated Advisors Network
Texas
$4.82M +$717K +38,326 +18%
SWIG
19
Strategic Wealth Investment Group
Kentucky
$4.8M +$120K +6,436 +3%
RJA
20
Raymond James & Associates
Florida
$4.03M +$120K +6,412 +3%
Stifel Financial
21
Stifel Financial
Missouri
$3.81M +$312K +16,685 +9%
CAN
22
Cetera Advisor Networks
California
$3.53M -$128K -6,847 -4%
AWM
23
Accel Wealth Management
Iowa
$3.29M +$598K +31,941 +22%
SIS
24
Sound Income Strategies
Florida
$3.28M +$867K +46,333 +36%
LNC
25
Lincoln National Corp
Pennsylvania
$3.08M +$318K +16,990 +12%