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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
326
North Star Investment Management
Illinois
$302K +$1.89K +125 +0.6%
RTS
327
Round Table Services
New Jersey
$301K – – –
CHJWM
328
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K – – –
TFS
329
TrustCore Financial Services
Tennessee
$300K +$228K +15,069 +335%
NFG
330
Nations Financial Group
Iowa
$298K +$136 +9 +0%
AWA
331
Arete Wealth Advisors
Illinois
$296K -$27.4K -1,815 -6%
AWE
332
Avidian Wealth Enterprises
Texas
$293K +$28.3K +1,872 +11%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$292K +$1.48K +98 +0.5%
BAM
334
Belpointe Asset Management
Nevada
$285K +$125K +8,298 +80%
MA
335
MUFG Americas
New York
$280K – – –
ASN
336
Advisory Services Network
Georgia
$279K +$635 +42 +0.2%
BEI
337
Benjamin Edwards Inc
Missouri
$279K +$19.8K +1,307 +8%
DAS
338
Dynamic Advisor Solutions
Arizona
$277K +$12.3K +815 +5%
FI
339
Financial Insights
Washington
$277K -$54.3K -3,590 -17%
MOS
340
MGO One Seven
Ohio
$273K +$24.8K +1,643 +10%
DFA
341
DHJJ Financial Advisors
Illinois
$270K +$11.3K +750 +4%
TWA
342
TCI Wealth Advisors
Arizona
$267K – – –
LFAS
343
Level Four Advisory Services
Texas
$267K +$6.78K +448 +3%
BA
344
Bluesphere Advisors
Pennsylvania
$266K -$283K -18,685 -52%
MC
345
Moors & Cabot
Massachusetts
$265K -$28.8K -1,907 -10%
CWA
346
Clearview Wealth Advisors
Oregon
$264K -$1.97K -130 -0.8%
GPA
347
Guidance Point Advisors
Massachusetts
$264K +$1.47K +97 +0.6%
CL
348
CIM LLC
New York
$263K – – –
MA
349
MONECO Advisors
Connecticut
$257K -$18.3K -1,207 -7%
VVP
350
Venture Visionary Partners
Ohio
$256K -$10.4K -688 -4%
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