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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Atticus Wealth Management
Florida
$293K -$14.4K -1,223 -5%
MFG
252
Merit Financial Group
Georgia
$293K -$491K -41,626 -62%
SFS
253
Sowell Financial Services
Arkansas
$292K +$2.13K +181 +0.7%
AGP
254
Autumn Glory Partners
Texas
$287K
CCM
255
Crabel Capital Management
California
$287K +$70.9K +6,015 +33%
BAM
256
Belpointe Asset Management
Nevada
$283K +$1.51K +128 +0.5%
PA
257
Pinnacle Associates
New York
$280K -$36.2K -3,074 -12%
WIM
258
WealthPlan Investment Management
Nebraska
$279K -$13.6K -1,151 -5%
BRWA
259
B. Riley Wealth Advisors
Florida
$279K +$55.5K +4,712 +23%
TW
260
TrinityPoint Wealth
Connecticut
$279K +$12.7K +1,081 +5%
KeyBank National Association
261
KeyBank National Association
Ohio
$279K +$276K +23,450 New
BRIA
262
Balanced Rock Investment Advisors
Massachusetts
$278K -$271K -22,985 -50%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$272K -$10.9K -925 -4%
RJT
264
Raymond James Trust
Florida
$272K +$13.4K +1,140 +5%
EH
265
Equitable Holdings
New York
$271K +$109K +9,262 +68%
CIC
266
Carnegie Investment Counsel
Ohio
$268K -$11.8K -1,000 -4%
LA
267
Lifeworks Advisors
Michigan
$267K -$21.9K -1,857 -8%
OPA
268
Old Port Advisors
Maine
$260K -$97.5K -8,278 -27%
GSC
269
Ground Swell Capital
South Carolina
$260K +$258K +21,878 New
OCM
270
One Capital Management
California
$259K +$257K +21,790 New
AF
271
Advisornet Financial
Minnesota
$254K -$14.3K -1,216 -5%
PA
272
Perennial Advisors
New York
$254K -$12.2K -1,038 -5%
OA
273
Oxbow Advisors
Texas
$253K -$81.7K -6,937 -25%
AL
274
ACAS LLC
California
$249K -$3.45K -293 -1%
TLP
275
Trinity Legacy Partners
Texas
$248K -$8.38M -710,732 -97%