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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$310K +$142K +11,892 New
AC
227
Apella Capital
Connecticut
$309K -$38.6K -3,237 -11%
AWA
228
Amplius Wealth Advisors
Pennsylvania
$306K
PA
229
Pinnacle Associates
New York
$305K -$14.5K -1,211 -4%
KPWS
230
Kestra Private Wealth Services
Texas
$304K -$11.4K -952 -4%
OA
231
Oxbow Advisors
Texas
$303K +$24.5K +2,050 +9%
WBCM
232
Wilson & Boucher Capital Management
California
$301K -$9.55K -800 -3%
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$298K +$131K +10,994 +84%
BAM
234
Belpointe Asset Management
Nevada
$297K
TW
235
TrinityPoint Wealth
Connecticut
$294K +$2.23K +187 +0.8%
AWM
236
Atticus Wealth Management
Florida
$294K +$3.09K +259 +1%
AGP
237
Autumn Glory Partners
Texas
$292K -$6.75K -566 -2%
PFT
238
Providence First Trust
Arizona
$290K +$35.8K +3,000 +15%
MFS
239
Madrona Financial Services
Washington
$287K
MWM
240
Modern Wealth Management
Kansas
$284K +$275K +23,003 New
VFA
241
Valeo Financial Advisors
Indiana
$283K -$70.7K -5,920 -21%
FA
242
FF Advisors
California
$280K -$31.7K -2,660 -11%
SSW
243
Stone Summit Wealth
Florida
$280K -$13.4K -1,125 -5%
RFN
244
RDA Financial Network
Iowa
$279K
GI
245
GAMMA Investing
California
$277K +$109K +9,118 +68%
LIA
246
LS Investment Advisors
Michigan
$277K
TC
247
TownSquare Capital
Utah
$275K +$266K +22,297 New
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$270K -$184K -15,409 -41%
KWA
249
Kingswood Wealth Advisors
California
$270K -$57.3K -4,799 -18%
KeyBank National Association
250
KeyBank National Association
Ohio
$269K -$847 -71 -0.3%