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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
351
SWM Advisors
Florida
$284K +$304K +20,398 New
MA
352
MUFG Americas
New York
$283K – – –
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$277K -$436K -29,226 -61%
FA
354
Fermata Advisors
California
$276K +$52.6K +3,530 +24%
CIA
355
Capital Investment Advisors
Georgia
$272K -$36.2K -2,432 -12%
LFG
356
Lockerman Financial Group
California
$269K +$267K +17,940 New
IA
357
IFG Advisory
Georgia
$267K +$5.22K +350 +2%
AL
358
Aspiriant LLC
California
$266K +$265K +17,767 New
LWP
359
Legacy Wealth Planning
Nevada
$264K -$21.7K -1,453 -8%
TWA
360
TCI Wealth Advisors
Arizona
$261K -$954 -64 -0.4%
DFA
361
DHJJ Financial Advisors
Illinois
$259K -$4.47K -300 -2%
MIA
362
MainStreet Investment Advisors
Illinois
$259K +$5.81K +390 +2%
FI
363
Financial Insights
Washington
$258K -$5.62K -377 -2%
AFC
364
AFT Forsyth & Company
Florida
$253K -$101K -6,750 -29%
CL
365
CIM LLC
New York
$251K – – –
MOS
366
MGO One Seven
Ohio
$251K +$45 +3 +0%
VVP
367
Venture Visionary Partners
Ohio
$250K – – –
TWP
368
Tempus Wealth Planning
California
$244K – – –
BWA
369
BDO Wealth Advisors
Florida
$240K – – –
EIP
370
Ellis Investment Partners
Pennsylvania
$240K +$2.73K +183 +1%
MAM
371
Marquette Asset Management
Minnesota
$236K – – –
AFG
372
Alterity Financial Group
Maine
$236K +$235K +15,759 New
HIM
373
Hillsdale Investment Management
Ontario, Canada
$235K -$45.5K -3,050 -16%
ACA
374
Atlas Capital Advisors
Wyoming
$230K -$5.14M -345,069 -96%
MGIA
375
Matthew Goff Investment Advisor
Texas
$229K – – –
13 14
15
16 17