We are live on ! Find out more
PGX icon

Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
226
Commerce Bank
Missouri
$301K – – –
CA
227
Clearstead Advisors
Ohio
$298K +$233K +20,195 +362%
GIA
228
Gladstone Institutional Advisory
Florida
$296K +$140K +12,149 +90%
KPWS
229
Kestra Private Wealth Services
Texas
$296K -$4.94K -427 -2%
SBIA
230
Sheaff Brock Investment Advisors
Indiana
$294K – – –
FUBT
231
First United Bank & Trust
Maryland
$293K -$2.05K -177 -0.7%
CAG
232
Csenge Advisory Group
Florida
$291K -$2.28K -197 -0.8%
FA
233
FF Advisors
California
$291K – – –
WBCM
234
Wilson & Boucher Capital Management
California
$291K – – –
MFG
235
MidWestOne Financial Group
Iowa
$289K – – –
AWA
236
Amplius Wealth Advisors
Pennsylvania
$286K – – –
AGP
237
Autumn Glory Partners
Texas
$279K – – –
BAM
238
Belpointe Asset Management
Nevada
$278K +$3.4K +294 +1%
ORC
239
O'Rourke & Company
Massachusetts
$277K -$1.85M -160,189 -87%
SSW
240
Stone Summit Wealth
Florida
$275K -$66.5K -5,750 -19%
TW
241
TrinityPoint Wealth
Connecticut
$273K +$2.12K +183 +0.8%
MFG
242
Merit Financial Group
Georgia
$272K -$19.1K -1,655 -7%
AWM
243
Atticus Wealth Management
Florida
$272K -$13K -1,123 -5%
MFS
244
Madrona Financial Services
Washington
$269K -$52.4K -4,533 -16%
FTS
245
Fifth Third Securities
Ohio
$262K -$1.01M -87,134 -79%
RFN
246
RDA Financial Network
Iowa
$261K -$93K -8,045 -26%
RJT
247
Raymond James Trust
Florida
$260K -$4.05K -350 -2%
WIM
248
WealthPlan Investment Management
Nebraska
$260K -$11.3K -979 -4%
OA
249
Oxbow Advisors
Texas
$260K +$13.9K +1,199 +6%
LIA
250
LS Investment Advisors
Michigan
$259K +$51K +4,415 +25%
8 9
10
11 12