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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$365K +$364K +32,088 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$357K +$116K +10,240 +48%
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$353K +$64.9K +5,723 +23%
CF
229
Clarity Financial
Texas
$341K +$341K +30,029 New
LEFP
230
Leading Edge Financial Planning
Tennessee
$338K +$59.9K +5,275 +22%
PFS
231
Prospera Financial Services
Texas
$338K +$7.59K +669 +2%
WCM
232
Whitener Capital Management
North Carolina
$329K -$8.41K -741 -2%
BRWA
233
B. Riley Wealth Advisors
Florida
$328K -$117K -10,328 -26%
Bank Julius Baer & Co
234
Bank Julius Baer & Co
Switzerland
$326K -$6.11K -538 -2%
CB
235
Commerce Bank
Missouri
$325K +$8.28K +730 +3%
VFA
236
Valeo Financial Advisors
Indiana
$325K +$151K +13,350 +88%
MAP
237
Milestone Advisory Partners
North Carolina
$314K
OA
238
Oxbow Advisors
Texas
$313K -$188K -16,540 -38%
BSW
239
Buckingham Strategic Wealth
Missouri
$306K -$32.6K -2,875 -10%
M&T Bank
240
M&T Bank
New York
$305K -$36.7K -3,230 -11%
KWM
241
Kingsview Wealth Management
Oregon
$301K +$17.2K +1,515 +6%
BBWP
242
Beacon Bridge Wealth Partners
Pennsylvania
$301K +$6.72K +592 +2%
HP
243
Hilltop Partners
Indiana
$299K -$125K -11,004 -29%
WBCM
244
Wilson & Boucher Capital Management
California
$296K -$11.3K -1,000 -4%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$38K +3,348 +15%
AF
246
Advisornet Financial
Minnesota
$287K +$2.73K +241 +1%
AFP
247
Ausdal Financial Partners
Iowa
$286K +$33.6K +2,959 +13%
IWP
248
Innova Wealth Partners
Pennsylvania
$284K -$4.32K -381 -2%
AWA
249
Amplius Wealth Advisors
Pennsylvania
$282K
PWM
250
Perigon Wealth Management
California
$279K +$48.9K +4,307 +21%