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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
276
WealthPlan Investment Management
Nebraska
$226K -$431K -37,944 -66%
EW
277
Evoke Wealth
California
$226K – – –
MFGM
278
Marshall Financial Group (Maryland)
Maryland
$224K – – –
WWM
279
Windsor Wealth Management
Indiana
$224K +$18.9K +1,663 +9%
CRWM
280
Castle Rock Wealth Management
California
$224K -$9.66K -851 -4%
B
281
Bensler
Washington
$223K -$6.84K -603 -3%
CAP
282
Columbia Advisory Partners
Washington
$222K -$115K -10,106 -34%
FAIM
283
Financial Advocates Investment Management
Washington
$219K +$218K +19,233 New
CIC
284
Carnegie Investment Counsel
Ohio
$218K -$6.06K -534 -3%
SS
285
Sunbelt Securities
Texas
$218K -$98.7K -8,696 -31%
CCM
286
Compton Capital Management
Rhode Island
$216K -$1.38M -121,445 -86%
AFG
287
ABLE Financial Group
Arizona
$215K – – –
NSIM
288
North Star Investment Management
Illinois
$214K +$1.7K +150 +0.8%
GLA
289
Good Life Advisors
Pennsylvania
$214K +$14.8K +1,304 +7%
CCM
290
Crabel Capital Management
California
$212K +$211K +18,617 New
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$211K +$211K +18,564 New
WC
292
Waterloo Capital
Texas
$210K +$210K +18,474 New
SAM
293
SignalPoint Asset Management
Missouri
$207K -$105K -9,260 -34%
CAM
294
Cresset Asset Management
Illinois
$205K +$2.23K +197 +1%
IAG
295
Investmark Advisory Group
Connecticut
$204K +$2.3K +203 +1%
LCM
296
LCM Capital Management
Illinois
$204K – – –
YWM
297
Yoder Wealth Management
California
$201K – – –
PA
298
Parallel Advisors
California
$201K -$77.4K -6,824 -28%
SWM
299
SeaCrest Wealth Management
New York
$199K -$4.28K -377 -2%
OPWM
300
Oxinas Partners Wealth Management
Indiana
$198K +$71.9K +6,338 +57%
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12
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