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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.1M -$22.7M -1,303,294 -34%
Bank of America
2
Bank of America
North Carolina
$33.8M -$6.55M -375,837 -16%
Wells Fargo
3
Wells Fargo
California
$20.2M -$1.42M -81,492 -6%
LPL Financial
4
LPL Financial
California
$20.2M -$2.46M -140,827 -11%
AWAG
5
ARS Wealth Advisors Group
Florida
$17.9M -$417K -23,939 -2%
UBS Group
6
UBS Group
Switzerland
$14.4M -$272K -15,590 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.91M +$1.56M +89,270 +18%
AWS
8
AJ Wealth Strategies
New York
$6M -$4.97M -285,153 -45%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.86M +$540K +30,963 +10%
EW
10
Evoke Wealth
California
$5.74M -$508K -29,122 -8%
AP
11
Appleton Partners
Massachusetts
$5.31M -$48.5K -2,780 -0.9%
CFO
12
Custos Family Office
Texas
$5.3M +$5.46M +313,119 New
CL
13
CIM LLC
New York
$5.16M -$222K -12,762 -4%
NSIM
14
North Star Investment Management
Illinois
$5.05M -$1.25M -71,950 -19%
GI
15
Gradient Investments
Minnesota
$4.7M -$525K -30,103 -10%
SWIG
16
Strategic Wealth Investment Group
Kentucky
$4.66M +$348K +19,951 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.18M -$1.7M -97,525 -28%
FCA
18
FinTrust Capital Advisors
South Carolina
$4.1M -$280K -16,034 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.03M -$510K -29,252 -11%
Ameriprise
20
Ameriprise
Minnesota
$3.81M +$3.92M +224,859 New
Renaissance Technologies
21
Renaissance Technologies
New York
$3.66M +$3.21M +183,900 +568%
SIS
22
Sound Income Strategies
Florida
$3.64M +$717K +41,108 +24%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$3.49M +$2.9M +166,472 +417%
IAN
24
Integrated Advisors Network
Texas
$3.48M -$879K -50,445 -20%
Stifel Financial
25
Stifel Financial
Missouri
$3.33M -$91.1K -5,225 -3%