We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Strategic Wealth Partners
Ohio
$30K
TC
302
Truvestments Capital
Florida
$30K +$29.9K +2,100 New
CCMW
303
Cypress Capital Management (Wyoming)
Wyoming
$29K
Fidelity Investments
304
Fidelity Investments
Massachusetts
$29K +$24.1K +1,691 +517%
WEC
305
Winslow Evans & Crocker
Massachusetts
$26K +$24.2K +1,700 New
EWM
306
Executive Wealth Management
Michigan
$25K -$1.42K -100 -5%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$25K
TL
308
TrueWealth LLC
Georgia
$24K +$23.4K +1,644 New
FFW
309
Fusion Family Wealth
New York
$22K
PCFFS
310
Pacific Center for Financial Services
California
$21K
TFGT
311
TS Financial Group (TSFG)
Illinois
$20K +$19.8K +1,391 New
AF
312
Allworth Financial
California
$17K
NFG
313
Next Financial Group
Texas
$15K -$139K -9,751 -91%
CWM
314
Catamount Wealth Management
Connecticut
$15K -$455 -32 -3%
AIM
315
Advantage Investment Management
Iowa
$15K
BCA
316
Bray Capital Advisors
Florida
$15K
FCMT
317
Founders Capital Management (Texas)
Texas
$15K
FRA
318
Front Row Advisors
California
$15K
GCM
319
Gables Capital Management
Florida
$15K
NFH
320
NEXT Financial Holdings
Texas
$15K +$14.5K +1,017 New
PI
321
PineBridge Investments
New York
$14K -$892K -62,694 -98%
AIP
322
Ameritas Investment Partners
Nebraska
$13K
BWM
323
BerganKDV Wealth Management
Minnesota
$13K +$156 +11 +1%
FWM
324
Focused Wealth Management
New York
$13K +$171 +12 +1%
ONST
325
Old North State Trust
North Carolina
$12K -$1.34M -94,431 -99%