We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCB
351
Cutter & Co Brokerage
Missouri
$139K -$7.92K -685 -5%
WPC
352
White Pine Capital
Minnesota
$138K -$12.7K -1,100 -8%
ISWM
353
Independent Solutions Wealth Management
New York
$138K -$1.2M -103,439 -89%
TW
354
TrinityPoint Wealth
Connecticut
$136K
DAS
355
Dynamic Advisor Solutions
Arizona
$134K +$370 +32 +0.3%
FCA
356
FLC Capital Advisors
California
$133K -$92.5K -8,000 -40%
SOS
357
Silver Oak Securities
Tennessee
$130K +$134K +11,600 New
AWA
358
Arkadios Wealth Advisors
Georgia
$130K +$134K +11,623 New
BAM
359
Belpointe Asset Management
Nevada
$128K +$132K +11,429 New
CCFM
360
Clear Creek Financial Management
Washington
$127K +$131K +11,330 New
BC
361
Burney Company
Virginia
$126K -$39.9K -3,451 -23%
CWC
362
Carolinas Wealth Consulting
North Carolina
$125K -$3.91K -338 -3%
JWCA
363
J.W. Cole Advisors
Florida
$124K -$1.33K -115 -1%
SC
364
Sepio Capital
Utah
$124K +$128K +11,058 New
OPWM
365
Oxinas Partners Wealth Management
Indiana
$124K -$42.5K -3,678 -25%
AFG
366
Alterity Financial Group
Maine
$123K -$16.9K -1,463 -12%
RG
367
Rathbones Group
United Kingdom
$123K
PCIA
368
Prime Capital Investment Advisors
Kansas
$122K +$126K +10,936 New
RCAG
369
Rehmann Capital Advisory Group
Michigan
$121K -$38.5K -3,329 -23%
OBWG
370
Onyx Bridge Wealth Group
New York
$121K -$9.77K -845 -8%
PWP
371
Principle Wealth Partners
Connecticut
$118K -$19.5K -1,687 -14%
Vontobel Holding
372
Vontobel Holding
Switzerland
$115K
ESB
373
Essex Savings Bank
Connecticut
$115K +$119K +10,249 New
RWM
374
RBA Wealth Management
California
$112K -$6.49K -561 -5%
SL
375
Sentinus LLC
Illinois
$112K