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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.7M +$5.15M +328,491 +13%
Bank of America
2
Bank of America
North Carolina
$30.5M -$570K -36,331 -2%
LPL Financial
3
LPL Financial
California
$19.4M +$829K +52,856 +4%
AWAG
4
ARS Wealth Advisors Group
Florida
$16.3M -$163K -10,384 -1%
Wells Fargo
5
Wells Fargo
California
$11.3M -$7.28M -463,968 -39%
UBS Group
6
UBS Group
Switzerland
$10.4M -$2.87M -183,081 -22%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$9.05M +$8.72M +555,639 +2,066%
EW
8
Evoke Wealth
California
$7.71M +$2.46M +156,831 +46%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.67M +$298K +19,006 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.67M -$3.47M -221,063 -38%
CL
11
CIM LLC
New York
$5.35M +$322K +20,554 +6%
CFO
12
Custos Family Office
Texas
$5.25M +$393K +25,018 +8%
NSIM
13
North Star Investment Management
Illinois
$4.7M +$56.2K +3,583 +1%
GI
14
Gradient Investments
Minnesota
$4.32M +$6.04K +385 +0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.98M +$288K +18,329 +8%
FCA
16
FinTrust Capital Advisors
South Carolina
$3.56M -$343K -21,878 -9%
AP
17
Appleton Partners
Massachusetts
$3.31M -$1.59M -101,173 -32%
SWIG
18
Strategic Wealth Investment Group
Kentucky
$3.27M -$1.01M -64,543 -23%
SIS
19
Sound Income Strategies
Florida
$2.97M -$378K -24,120 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.86M -$980K -62,433 -25%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.64M +$283K +18,026 +12%
AWM
22
Accel Wealth Management
Iowa
$2.62M -$200K -12,717 -7%
PAG
23
Private Advisor Group
New Jersey
$2.56M +$2.11M +134,433 +442%
Ameriprise
24
Ameriprise
Minnesota
$2.55M -$855K -54,494 -24%
FIM
25
Freedom Investment Management
Connecticut
$2.47M +$116K +7,412 +5%