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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
276
PFG Investments
New York
$194K +$202K +16,824 New
CTC
277
Central Trust Company
Missouri
$192K -$269K -22,328 -57%
FTUS
278
Flow Traders U.S.
New York
$192K -$103K -8,541 -34%
PWM
279
Purus Wealth Management
California
$192K +$200K +16,630 New
CLA
280
Carnegie Lake Advisors
New Jersey
$191K – – –
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$5.94K +494 +3%
FUBT
282
First United Bank & Trust
Maryland
$190K -$57.7K -4,799 -23%
EFG
283
Ehrlich Financial Group
California
$189K +$197K +16,387 New
WAG
284
Wallace Advisory Group
California
$187K +$182K +15,129 New
TSWM
285
Tyler-Stone Wealth Management
Ohio
$184K +$1.38K +115 +0.7%
BFAG
286
Blackston Financial Advisory Group
Florida
$182K -$3.68K -306 -2%
SC
287
Sierra Capital
Florida
$177K – – –
OA
288
Oxbow Advisors
Texas
$175K -$113K -9,391 -38%
GG
289
GenWealth Group
New Jersey
$174K – – –
WIM
290
WealthPlan Investment Management
Nebraska
$173K -$67.4K -5,605 -27%
PFPT
291
Pinnacle Financial Partners (Tennessee)
Tennessee
$173K – – –
RDWM
292
Red Door Wealth Management
Tennessee
$173K +$180K +15,000 New
HH
293
Hilltop Holdings
Texas
$173K – – –
CAP
294
Columbia Advisory Partners
Washington
$167K -$7.07K -588 -4%
FI
295
Financial Insights
Washington
$164K – – –
CF
296
Centaurus Financial
California
$158K +$165K +13,716 New
CIA
297
Concurrent Investment Advisors
Florida
$157K -$53.2K -4,426 -25%
GSEP
298
Golden State Equity Partners
California
$157K -$3.34K -278 -2%
WCG
299
Weaver Consulting Group
California
$156K – – –
MGIA
300
Matthew Goff Investment Advisor
Texas
$155K – – –
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