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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
301
CVA Family Office
Colorado
$195K – – –
SFPG
302
Stonebridge Financial Planning Group
Florida
$193K -$8.16K -680 -4%
MCM
303
McMillion Capital Management
North Carolina
$192K – – –
SSWM
304
Sheets Smith Wealth Management
North Carolina
$191K -$12K -1,000 -6%
QA
305
Quantitative Advantage
Minnesota
$191K -$4.22K -352 -2%
PWA
306
Providence Wealth Advisors
Illinois
$189K +$194K +16,162 New
LNC
307
Lincoln National Corp
Pennsylvania
$189K -$179K -14,882 -48%
PFT
308
Providence First Trust
Arizona
$187K -$84.3K -7,024 -30%
LF
309
Lantz Financial
Illinois
$186K – – –
CIA
310
Capital Investment Advisors
Georgia
$184K +$1.24K +103 +0.6%
BAAM
311
Baker Avenue Asset Management
California
$182K -$1.25M -104,426 -87%
SFP
312
Sandbox Financial Partners
Maryland
$181K – – –
DAS
313
Dynamic Advisor Solutions
Arizona
$180K +$44.2K +3,681 +31%
RJT
314
Raymond James Trust
Florida
$179K -$6.9K -575 -4%
VWA
315
V Wealth Advisors
Kansas
$177K +$852 +71 +0.5%
LFAS
316
Level Four Advisory Services
Texas
$177K +$34.4K +2,864 +23%
VFA
317
Valeo Financial Advisors
Indiana
$175K +$384 +32 +0.2%
GG
318
GenWealth Group
New Jersey
$173K – – –
WCG
319
Weaver Consulting Group
California
$172K – – –
APWA
320
Atlas Private Wealth Advisors
New Jersey
$171K -$4.02K -335 -2%
BWFA
321
Baltimore-Washington Financial Advisors
Maryland
$170K +$178K +14,847 New
ACA
322
Aptus Capital Advisors
Alabama
$167K +$115K +9,601 +195%
IWM
323
IHT Wealth Management
Illinois
$166K +$14.2K +1,185 +9%
RCAG
324
Rehmann Capital Advisory Group
Michigan
$165K +$41.9K +3,490 +32%
KA
325
Kovack Advisors
Florida
$164K +$172K +14,306 New
11 12
13
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