We are live on ! Find out more
PGX icon

Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
276
Duncker Streett & Co
Missouri
$50K – – –
SBL
277
Sargent Bickham Lagudis
Colorado
$49K +$49.7K +3,604 New
ST
278
Smithfield Trust
Pennsylvania
$48K – – –
JCM
279
Jacobi Capital Management
Pennsylvania
$47K -$3.92K -284 -7%
SA
280
SRH Advisors
Kansas
$47K – – –
TFS
281
TrustCore Financial Services
Tennessee
$46K -$27.6K -2,000 -37%
ME
282
McIlrath & Eck
Washington
$44K -$5.17K -375 -10%
CWA
283
Clarus Wealth Advisors
Arizona
$42K – – –
PA
284
Parallel Advisors
California
$40K -$13K -940 -24%
BC
285
Barnett & Company
Tennessee
$40K – – –
FANJ
286
Financial Architects (New Jersey)
New Jersey
$37K +$38.3K +2,774 New
MOS
287
MGO One Seven
Ohio
$37K +$39.2K +2,841 New
RCG
288
Ruggie Capital Group
Florida
$36K +$37K +2,683 New
SF
289
Synovus Financial
Georgia
$35K – – –
BWP
290
Baldwin Wealth Partners
Massachusetts
$34K -$69K -5,000 -66%
WP
291
WealthShield Partners
North Carolina
$34K -$11.1K -805 -24%
IF
292
Ironwood Financial
Arizona
$33K – – –
DWM
293
Doyle Wealth Management
Florida
$31K +$32.2K +2,337 New
SWP
294
Strategic Wealth Partners
Ohio
$30K -$5.5K -399 -16%
VFA
295
Valeo Financial Advisors
Indiana
$30K +$4.25K +308 +16%
ACS
296
Archford Capital Strategies
Illinois
$29K – – –
CAM
297
Cresset Asset Management
Illinois
$29K +$29.4K +2,130 New
GI
298
Gradient Investments
Minnesota
$27K -$24.6K -1,785 -47%
CCMW
299
Cypress Capital Management (Wyoming)
Wyoming
$27K -$1.99K -144 -7%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
10 11
12
13 14