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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
276
Texas Yale Capital Corp
Florida
$177K +$31.2K +2,700 +21%
SOS
277
Silver Oak Securities
Tennessee
$177K +$43.3K +3,746 +31%
CTC
278
Central Trust Company
Missouri
$176K -$11.2K -969 -6%
PWMAG
279
Pinnacle Wealth Management Advisory Group
New Jersey
$173K +$178K +15,389 New
TSWM
280
Tyler-Stone Wealth Management
Ohio
$170K -$9.39K -812 -5%
GG
281
GenWealth Group
New Jersey
$169K – – –
BFAG
282
Blackston Financial Advisory Group
Florida
$169K -$8.5K -735 -5%
PFPT
283
Pinnacle Financial Partners (Tennessee)
Tennessee
$168K – – –
HH
284
Hilltop Holdings
Texas
$168K – – –
CAP
285
Columbia Advisory Partners
Washington
$164K +$2.02K +175 +1%
EWM
286
Empirical Wealth Management
Washington
$162K +$167K +14,423 New
CPL
287
CAP Partners LLC
Tennessee
$160K -$34.6K -2,991 -17%
FI
288
Financial Insights
Washington
$159K – – –
KWA
289
Kingswood Wealth Advisors
California
$158K -$164K -14,200 -50%
RDWM
290
Red Door Wealth Management
Tennessee
$157K -$11.6K -1,000 -7%
WCG
291
Weaver Consulting Group
California
$152K – – –
USWIA
292
UP Strategic Wealth Investment Advisors
Pennsylvania
$152K +$20.8K +1,799 +15%
ASN
293
Advisory Services Network
Georgia
$151K -$125K -10,762 -44%
MGIA
294
Matthew Goff Investment Advisor
Texas
$151K – – –
BWG
295
Balanced Wealth Group
Ohio
$149K -$319K -27,597 -68%
MFG
296
Merit Financial Group
Georgia
$147K -$88.4K -7,641 -37%
GS
297
GTS Securities
Florida
$147K +$151K +13,080 New
CLA
298
Carnegie Lake Advisors
New Jersey
$146K -$40.5K -3,500 -21%
GSEP
299
Golden State Equity Partners
California
$146K -$7.27K -628 -5%
FPAS
300
Focus Partners Advisor Solutions
Missouri
$143K +$148K +12,767 New
10 11
12
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