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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.2M +$397K +25,963 +0.9%
LPL Financial
2
LPL Financial
California
$15.8M -$743K -48,557 -4%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$14.1M +$3.83M +250,574 +35%
Bank of America
4
Bank of America
North Carolina
$12.6M -$16.1M -1,051,276 -55%
Wells Fargo
5
Wells Fargo
California
$12.6M +$2.96M +193,300 +29%
PAG
6
Private Advisor Group
New Jersey
$9.45M +$1.89M +123,720 +23%
CFO
7
Custos Family Office
Texas
$8.05M +$1.78M +116,241 +27%
EW
8
Evoke Wealth
California
$7M -$125K -8,190 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.08M +$718K +46,894 +13%
UBS Group
10
UBS Group
Switzerland
$5.7M -$742K -48,465 -11%
NSIM
11
North Star Investment Management
Illinois
$5.06M +$73.3K +4,789 +1%
CL
12
CIM LLC
New York
$5.01M +$92.7K +6,061 +2%
SWIG
13
Strategic Wealth Investment Group
Kentucky
$4.53M +$760K +49,652 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.52M -$294K -19,211 -7%
Ameriprise
15
Ameriprise
Minnesota
$2.65M +$60.4K +3,946 +2%
AWM
16
Accel Wealth Management
Iowa
$2.34M +$116K +7,597 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.13M +$102K +6,636 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.1M -$1.43M -93,497 -39%
PFS
19
Prospera Financial Services
Texas
$2.04M +$49.4K +3,231 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.03M -$27.8K -1,816 -1%
GC
21
Guggenheim Capital
Illinois
$1.88M +$246K +16,062 +14%
BAAM
22
Baker Avenue Asset Management
California
$1.74M +$1.68M +109,984 +1,099%
FIM
23
Freedom Investment Management
Connecticut
$1.7M -$48.7K -3,182 -3%
Stifel Financial
24
Stifel Financial
Missouri
$1.52M -$204K -13,307 -11%
Asset Management One
25
Asset Management One
Japan
$1.38M -$224K -14,622 -13%