We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
326
Sonora Investment Management
Arizona
$1 – – –
PFG
327
Piershale Financial Group
Illinois
– -$7.43M -494,477 Closed
AWMG
328
Alliance Wealth Management Group
New Jersey
– -$6.7M -445,827 Closed
RCM
329
Robinson Capital Management
Michigan
– -$2.94M -195,759 Closed
IWA
330
IBEX Wealth Advisors
New Jersey
– -$2.69M -180,061 Closed
ICOA
331
Investment Centers of America
North Dakota
– -$956K -63,561 Closed
NPC
332
National Planning Corporation
California
– -$763K -50,792 Closed
PMG
333
ProVise Management Group
Florida
– -$667K -44,412 Closed
NFG
334
Next Financial Group
Texas
– -$663K -44,073 Closed
TCM
335
Towercrest Capital Management
Pennsylvania
– -$476K -31,647 Closed
WA
336
WBH Advisory
Maryland
– -$256K -17,046 Closed
FCH
337
Freestone Capital Holdings
Washington
– -$227K -15,077 Closed
BWM
338
BerganKDV Wealth Management
Minnesota
– -$214K -14,243 Closed
Northern Trust
339
Northern Trust
Illinois
– -$209K -13,898 Closed
Franklin Resources
340
Franklin Resources
California
– -$198K -13,145 Closed
RFA
341
Reilly Financial Advisors
California
– -$150K -10,000 Closed
AC
342
Alexandria Capital
Virginia
– -$77K -5,150 Closed
MA
343
MCF Advisors
Kentucky
– -$41K -2,707 Closed
APSP
344
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$27K -1,826 Closed
HT
345
Heritage Trust
Oklahoma
– -$6K -372 Closed
SSB
346
Sandy Spring Bank
Maryland
– -$2K -108 Closed
CHP
347
Cable Hill Partners
Oregon
– -$1K -50 Closed
BlackRock
348
BlackRock
New York
– +$15 +1 New
JWA
349
JFS Wealth Advisors
Pennsylvania
– +$344 +23 New