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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Activest Wealth Management
Florida
$200K
LCM
302
LCM Capital Management
Illinois
$200K -$1.16K -100 -0.6%
IAG
303
Investmark Advisory Group
Connecticut
$198K +$205K +17,694 New
SSWM
304
Sheets Smith Wealth Management
North Carolina
$198K -$11.6K -1,000 -5%
CAM
305
Cresset Asset Management
Illinois
$197K -$21K -1,815 -9%
GLA
306
Good Life Advisors
Pennsylvania
$197K -$13.6K -1,180 -6%
SFPG
307
Stonebridge Financial Planning Group
Florida
$195K -$86.8K -7,505 -30%
UCFA
308
United Capital Financial Advisors
Texas
$191K +$18.6K +1,608 +10%
CFO
309
CVA Family Office
Colorado
$190K -$57.1K -4,940 -23%
QA
310
Quantitative Advantage
Minnesota
$190K +$196K +16,961 New
MCM
311
McMillion Capital Management
North Carolina
$187K -$15.3K -1,325 -7%
PTC
312
Private Trust Company
Ohio
$182K +$26.4K +2,280 +16%
RJT
313
Raymond James Trust
Florida
$181K -$147K -12,692 -44%
LF
314
Lantz Financial
Illinois
$181K
Bank of New York Mellon
315
Bank of New York Mellon
New York
$179K -$12.1K -1,044 -6%
CIA
316
Capital Investment Advisors
Georgia
$178K -$17.4K -1,503 -9%
SFP
317
Sandbox Financial Partners
Maryland
$176K +$182K +15,771 New
HIF
318
Hill Island Financial
Michigan
$176K
EPWM
319
Essex Private Wealth Management
Massachusetts
$174K
CFGS
320
Concourse Financial Group Securities
Alabama
$173K +$15.5K +1,344 +9%
AWA
321
Aletheian Wealth Advisors
Washington
$173K -$96.5K -8,341 -35%
VWA
322
V Wealth Advisors
Kansas
$172K +$856 +74 +0.5%
APWA
323
Atlas Private Wealth Advisors
New Jersey
$170K -$1.23M -106,612 -88%
VFA
324
Valeo Financial Advisors
Indiana
$170K
GG
325
GenWealth Group
New Jersey
$168K