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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
326
Kaizen Financial Strategies
California
$164K -$191K -15,952 -53%
SF
327
Synovus Financial
Georgia
$164K -$57.3K -4,777 -25%
FUBT
328
First United Bank & Trust
Maryland
$163K -$60.3K -5,026 -26%
QIM
329
Quest Investment Management
Oregon
$162K – – –
RPCA
330
Running Point Capital Advisors
California
$162K -$120K -10,000 -42%
PCM
331
Palouse Capital Management
Washington
$156K – – –
MGIA
332
Matthew Goff Investment Advisor
Texas
$155K -$19K -1,584 -11%
TWM
333
Tradition Wealth Management
Minnesota
$154K -$278K -23,192 -63%
MG
334
Mather Group
Illinois
$154K -$156 -13 -0.1%
SGWM
335
Sterling Group Wealth Management
California
$153K +$1.96K +163 +1%
SC
336
Sierra Capital
Florida
$153K -$56.4K -4,700 -26%
SWA
337
Stratos Wealth Advisors
Ohio
$152K -$7.48K -623 -4%
VVP
338
Venture Visionary Partners
Ohio
$149K +$156K +12,987 New
RWIA
339
Roger Wittlin Investment Advisory
California
$148K +$155K +12,935 New
HIF
340
Hill Island Financial
Michigan
$146K -$34.4K -2,863 -18%
SEM
341
Suncoast Equity Management
Florida
$146K +$152K +12,695 New
CCB
342
Cutter & Co Brokerage
Missouri
$143K +$756 +63 +0.5%
WSC
343
Wellington Shields & Co
New York
$143K – – –
WS
344
Wedbush Securities
California
$141K -$20.8K -1,731 -12%
CAG
345
Curtis Advisory Group
California
$141K -$9.21K -767 -6%
CWS
346
Cypress Wealth Services
California
$140K -$15.6K -1,300 -10%
ESB
347
Essex Savings Bank
Connecticut
$139K +$22.2K +1,847 +18%
PG
348
Prostatis Group
Maryland
$138K -$6.6K -550 -4%
BA
349
Bristlecone Advisors
Washington
$136K +$142K +11,806 New
RIG
350
Ramiah Investment Group
Wisconsin
$134K -$14.6K -1,214 -9%
12 13
14
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