We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Landaas & Company
Wisconsin
$300K
GIA
227
Gladstone Institutional Advisory
Florida
$299K -$14.4K -1,197 -4%
JWCA
228
J.W. Coons Advisors
Ohio
$297K -$28K -2,325 -8%
FA
229
FF Advisors
California
$296K +$32.1K +2,667 +12%
WWM
230
Western Wealth Management
Colorado
$295K -$11.9K -991 -4%
BWM
231
BCS Wealth Management
Tennessee
$289K -$32.9K -2,735 -10%
BAM
232
Belpointe Asset Management
Nevada
$289K
KPWS
233
Kestra Private Wealth Services
Texas
$286K +$1.44K +120 +0.5%
AWA
234
Amplius Wealth Advisors
Pennsylvania
$285K
PWM
235
Perigon Wealth Management
California
$285K -$24.3K -2,024 -8%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$283K +$4.81K +400 +2%
PPWM
237
Paragon Private Wealth Management
Kentucky
$283K -$13.7K -1,141 -4%
WBCM
238
Wilson & Boucher Capital Management
California
$281K
ASN
239
Advisory Services Network
Georgia
$280K +$102K +8,490 +54%
AT
240
American Trust
Kentucky
$279K +$291K +24,193 New
AWM
241
Atticus Wealth Management
Florida
$278K +$3.27K +272 +1%
AGP
242
Autumn Glory Partners
Texas
$272K
MHIP
243
Mountain Hill Investment Partners
New Jersey
$264K +$276K +22,905 New
MIA
244
MainStreet Investment Advisors
Illinois
$264K +$19.3K +1,605 +8%
MFS
245
Madrona Financial Services
Washington
$260K -$8.94K -743 -3%
LIA
246
LS Investment Advisors
Michigan
$258K
MWM
247
Modern Wealth Management
Kansas
$257K -$8.46K -703 -3%
TSS
248
Two Sigma Securities
New York
$255K +$266K +22,116 New
SWA
249
Sax Wealth Advisors
New Jersey
$253K +$17.3K +1,440 +7%
VFA
250
Valeo Financial Advisors
Indiana
$252K -$13K -1,081 -5%