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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
226
White Pine Capital
Minnesota
$427K -$111K -8,862 -20%
QWM
227
QP Wealth Management
New Jersey
$426K +$434K +34,500 New
AL
228
ACAS LLC
California
$422K -$154K -12,260 -28%
DI
229
Disciplined Investments
Oklahoma
$422K +$5.62K +447 +1%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$407K -$18.9K -1,500 -4%
LNC
231
Lincoln National Corp
Pennsylvania
$405K -$11.2K -891 -3%
CWA
232
Capital Wealth Alliance
Arizona
$403K -$358K -28,511 -47%
FF
233
Friedenthal Financial
New Jersey
$403K +$1.97K +157 +0.5%
FUBT
234
First United Bank & Trust
Maryland
$398K -$505K -40,201 -55%
KWM
235
Kingsview Wealth Management
Oregon
$398K +$55.5K +4,412 +16%
CW
236
CreativeOne Wealth
Kansas
$396K -$94K -7,475 -19%
PFS
237
Prospera Financial Services
Texas
$395K -$8.76K -697 -2%
CG
238
Colony Group
Massachusetts
$394K -$320K -25,463 -44%
AF
239
Advisornet Financial
Minnesota
$394K -$142K -11,321 -26%
FWM
240
Frontier Wealth Management
Missouri
$394K -$11.9K -949 -3%
WAM
241
Worth Asset Management
Texas
$393K -$137K -10,910 -26%
MA
242
Mutual Advisors
Nebraska
$389K -$1.66M -131,777 -81%
WBCM
243
Wilson & Boucher Capital Management
California
$387K – – –
SFPG
244
Stonebridge Financial Planning Group
Florida
$381K -$57.3K -4,556 -13%
PA
245
Pinnacle Associates
New York
$353K +$75 +6 +0%
SBIA
246
Sheaff Brock Investment Advisors
Indiana
$352K +$1.8K +143 +0.5%
BWM
247
BCS Wealth Management
Tennessee
$351K -$13.1K -1,038 -4%
LWP
248
Legacy Wealth Planning
Nevada
$346K +$82K +6,521 +30%
1WM
249
1900 Wealth Management
Texas
$345K -$228K -18,139 -39%
MAP
250
Milestone Advisory Partners
North Carolina
$344K – – –
8 9
10
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