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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
326
Equitable Holdings
New York
$156K +$16.3K +1,490 +12%
GJIA
327
Glass Jacobson Investment Advisors
Maryland
$156K -$54.5K -4,995 -27%
GSEP
328
Golden State Equity Partners
California
$156K – – –
MGIA
329
Matthew Goff Investment Advisor
Texas
$154K – – –
UCB
330
United Community Bank
South Carolina
$152K -$274K -25,130 -65%
YWM
331
Yoder Wealth Management
California
$151K – – –
BONH
332
Bank of New Hampshire
New Hampshire
$150K -$41.1K -3,770 -22%
SWA
333
Stratos Wealth Advisors
Ohio
$149K -$2.76K -253 -2%
SW
334
SkyOak Wealth
Michigan
$149K – – –
KA
335
Kovack Advisors
Florida
$148K -$4.17K -382 -3%
APWA
336
Atlas Private Wealth Advisors
New Jersey
$147K -$77.2K -7,076 -36%
CCB
337
Cutter & Co Brokerage
Missouri
$146K +$1.47K +135 +1%
SSA
338
Schonfeld Strategic Advisors
New York
$145K +$138K +12,638 New
WSC
339
Wellington Shields & Co
New York
$143K – – –
CA
340
Cetera Advisors
Colorado
$142K +$4.5K +412 +3%
ESB
341
Essex Savings Bank
Connecticut
$141K – – –
DAS
342
Dynamic Advisor Solutions
Arizona
$141K -$9.14K -837 -6%
USWIA
343
UP Strategic Wealth Investment Advisors
Pennsylvania
$141K +$134K +12,251 New
CWS
344
Cypress Wealth Services
California
$140K – – –
FNBT
345
FineMark National Bank & Trust
Florida
$140K +$133K +12,190 New
CPIG
346
Chicago Partners Investment Group
Illinois
$135K -$501K -45,912 -80%
RFA
347
Register Financial Advisors
Georgia
$131K +$78K +7,147 +167%
WS
348
Wedbush Securities
California
$131K -$764 -70 -0.6%
AWA
349
Arete Wealth Advisors
Illinois
$131K -$216K -19,755 -63%
TWM
350
Tradition Wealth Management
Minnesota
$130K -$6K -550 -5%
12 13
14
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