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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Lifeworks Advisors
Michigan
$279K -$10K -919 -4%
BFG
252
Bleakley Financial Group
New Jersey
$278K -$2.4K -220 -0.9%
SS
253
Simplicity Solutions
Minnesota
$278K -$2.4K -220 -0.9%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$274K -$21.9K -2,003 -8%
BAM
255
Belpointe Asset Management
Nevada
$271K +$258K +23,661 New
MA
256
Mutual Advisors
Nebraska
$271K -$8.69K -796 -3%
CIC
257
Carnegie Investment Counsel
Ohio
$270K -$28.5K -2,613 -10%
JF
258
Joule Financial
Kentucky
$265K -$450K -41,245 -64%
AF
259
Advisornet Financial
Minnesota
$259K -$29.8K -2,726 -11%
SA
260
Sunesis Advisors
Kansas
$258K
PA
261
Perennial Advisors
New York
$257K +$244K +22,390 New
TW
262
TrinityPoint Wealth
Connecticut
$257K +$24.5K +2,249 +11%
KWA
263
Kingswood Wealth Advisors
California
$255K +$133K +12,204 +122%
RJT
264
Raymond James Trust
Florida
$250K -$21.3K -1,953 -8%
AL
265
ACAS LLC
California
$244K -$18.2K -1,670 -7%
HP
266
Hilltop Partners
Indiana
$241K -$21.8K -1,995 -9%
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$240K -$104K -9,550 -31%
BRWA
268
B. Riley Wealth Advisors
Florida
$238K -$51.4K -4,712 -19%
IWM
269
IHT Wealth Management
Illinois
$238K -$2.82K -258 -1%
PFT
270
Providence First Trust
Arizona
$235K -$14.2K -1,300 -6%
MFGM
271
Marshall Financial Group (Maryland)
Maryland
$226K
WAS
272
Wealth Advisory Solutions
Indiana
$225K -$49.2K -4,510 -19%
DI
273
DFPG Investments
Utah
$225K +$56.6K +5,185 +36%
PAS
274
Park Avenue Securities
New York
$223K +$213K +19,469 New
GIA
275
Gladstone Institutional Advisory
Florida
$222K +$82.9K +7,593 +65%