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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
Marquette Asset Management
Minnesota
$235K -$86.1K -5,789 -27%
CWS
352
Cypress Wealth Services
California
$233K -$8.92K -600 -4%
EIP
353
Ellis Investment Partners
Pennsylvania
$232K +$2.84K +191 +1%
IA
354
IFG Advisory
Georgia
$231K +$8.95K +602 +4%
LP
355
LGL Partners
Pennsylvania
$230K +$2.83K +190 +1%
FUBT
356
First United Bank & Trust
Maryland
$230K +$66.2K +4,450 +41%
MGIA
357
Matthew Goff Investment Advisor
Texas
$229K
TC
358
Trilogy Capital
California
$229K +$227K +15,250 New
GG
359
GenWealth Group
New Jersey
$226K
EWA
360
Exencial Wealth Advisors
Oklahoma
$225K +$223K +15,000 New
BSW
361
Buckingham Strategic Wealth
Missouri
$224K +$222K +14,956 New
WWM
362
WT Wealth Management
Arizona
$220K +$218K +14,660 New
QIM
363
Quest Investment Management
Oregon
$212K -$142K -9,518 -40%
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$30.5K +2,050 +17%
RIG
365
Ramiah Investment Group
Wisconsin
$210K +$12.6K +847 +6%
AFG
366
Alterity Financial Group
Maine
$210K +$231K +15,502 New
DP
367
Dearborn Partners
Illinois
$208K
OPA
368
Old Port Advisors
Maine
$208K +$207K +13,890 New
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$207K
AWA
370
Alta Wealth Advisors
Massachusetts
$204K
PCM
371
Palouse Capital Management
Washington
$204K +$50.7K +3,412 +34%
DBT
372
Dubuque Bank & Trust
Iowa
$201K
WCG
373
Weaver Consulting Group
California
$200K
TFGT
374
TS Financial Group (TSFG)
Illinois
$199K +$550 +37 +0.3%
GHA
375
GW Henssler & Associates
Georgia
$198K -$4.98K -335 -2%