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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
CNB Bank
Pennsylvania
$85K – – –
JPLA
302
Joseph P. Lucia & Associates
New York
$83K – – –
AIC
303
Archer Investment Corporation
Indiana
$78K +$25.2K +1,695 +48%
NPP
304
New Potomac Partners
Maryland
$71K – – –
MWP
305
MYCIO Wealth Partners
Pennsylvania
$70K -$223K -15,000 -76%
BCA
306
Bray Capital Advisors
Florida
$61K – – –
CFA
307
Carroll Financial Associates
North Carolina
$60K – – –
PFSC
308
Peoples Financial Services Corp
Pennsylvania
$60K – – –
Gradient Investments
309
Gradient Investments
Minnesota
$56K – – –
BWM
310
BerganKDV Wealth Management
Minnesota
$55K +$164 +11 +0.3%
SA
311
SRH Advisors
Kansas
$53K – – –
LWS
312
Lucia Wealth Services
California
$53K +$52.1K +3,500 New
JCM
313
Jacobi Capital Management
Pennsylvania
$52K -$3.07K -206 -6%
ME
314
McIlrath & Eck
Washington
$49K – – –
TFS
315
TrustCore Financial Services
Tennessee
$48K – – –
BWP
316
Baldwin Wealth Partners
Massachusetts
$38K – – –
IF
317
Ironwood Financial
Arizona
$37K – – –
TC
318
Truvestments Capital
Florida
$32K – – –
Sowell Financial Services
319
Sowell Financial Services
Arkansas
$31K +$30.8K +2,069 New
CCMW
320
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
Aptus Capital Advisors
321
Aptus Capital Advisors
Alabama
$30K +$29.8K +2,000 New
EW
322
Evoke Wealth
California
$27.3K +$27.1K +1,818 New
HM Payson & Co
323
HM Payson & Co
Maine
$27K – – –
Ameritas Investment Partners
324
Ameritas Investment Partners
Nebraska
$27K +$164 +11 +0.6%
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$26K – – –