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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
301
Texas Yale Capital Corp
Florida
$151K +$158K +13,100 New
UCB
302
United Community Bank
South Carolina
$149K -$7.7K -640 -5%
CWM
303
Collaborative Wealth Management
Florida
$146K +$152K +12,629 New
BPA
304
Beacon Pointe Advisors
California
$146K +$529 +44 +0.3%
RL
305
Rogco LP
Oklahoma
$145K – – –
BRWA
306
B. Riley Wealth Advisors
Florida
$144K -$98K -8,143 -40%
WSC
307
Wellington Shields & Co
New York
$143K – – –
FF
308
Farrell Financial
New York
$142K +$1.08K +90 +0.7%
FNBT
309
FineMark National Bank & Trust
Florida
$141K – – –
CPC
310
Cookson Peirce & Co
Pennsylvania
$140K – – –
KA
311
Kovack Advisors
Florida
$139K +$20.1K +1,672 +16%
EWA
312
EP Wealth Advisors
California
$139K +$145K +12,061 New
SOS
313
Silver Oak Securities
Tennessee
$137K +$3.61K +300 +3%
HP
314
Hilltop Partners
Indiana
$136K -$2.91K -242 -2%
UCFA
315
United Capital Financial Advisors
Texas
$136K +$96 +8 +0.1%
HIS
316
Harvest Investment Services
Illinois
$136K +$108 +9 +0.1%
USWIA
317
UP Strategic Wealth Investment Advisors
Pennsylvania
$136K -$29K -2,413 -17%
BRIA
318
Balanced Rock Investment Advisors
Massachusetts
$135K -$73.5K -6,108 -34%
JWCA
319
J.W. Cole Advisors
Florida
$133K -$31.4K -2,608 -18%
DAS
320
Dynamic Advisor Solutions
Arizona
$132K – – –
LF
321
Lantz Financial
Illinois
$131K -$36.1K -3,000 -21%
OPA
322
Old Port Advisors
Maine
$131K -$34K -2,823 -20%
EW
323
Elyxium Wealth
California
$130K – – –
CFS
324
Coordinated Financial Services
Colorado
$129K +$135K +11,201 New
PG
325
Prostatis Group
Maryland
$129K +$1.32K +110 +1%
11 12
13
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