We are live on ! Find out more
PGX icon

Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
376
Adirondack Trust Company
New York
$5.8K – – –
RFS
377
Richardson Financial Services
Massachusetts
$5.8K – – –
RF
378
Robinswood Financial
Washington
$5.47K – – –
WWM
379
Wolff Wiese Magana
California
$5.25K – – –
SWM
380
Spire Wealth Management
Virginia
$5.12K – – –
SWP
381
SIMA Wealth Partners
Virginia
$5.1K +$5.04K +440 New
RFP
382
Root Financial Partners
California
$4.34K +$4.28K +374 New
HFS
383
Hantz Financial Services
Michigan
$4K – – –
AA
384
Ancora Advisors
Ohio
$3.71K – – –
VCM
385
Versant Capital Management
Arizona
$3.48K +$3.44K +300 New
PCA
386
Providence Capital Advisors
North Carolina
$2.99K +$1.95K +170 +193%
WA
387
Westfuller Advisors
New York
$2.84K +$2.81K +245 New
DAM
388
Delta Asset Management
Tennessee
$1.86K – – –
GSWM
389
Golden State Wealth Management
California
$1.5K – – –
LCM
390
Logan Capital Management
Pennsylvania
$1.12K +$23 +2 +2%
KFI
391
Key Financial Inc
Pennsylvania
$1.1K – – –
VNA
392
Valley National Advisers
Pennsylvania
$1K +$1.7K +148 New
CWP
393
Concord Wealth Partners
Virginia
$928 – – –
AUB
394
Atlantic Union Bankshares
Virginia
$835 – – –
BC
395
Barrett & Company
Rhode Island
$766 – – –
1NWS
396
1 North Wealth Services
Maryland
$696 – – –
FWA
397
Flagship Wealth Advisors
Massachusetts
$626 +$619 +54 New
CAM
398
Costello Asset Management
Pennsylvania
$572 – – –
MA
399
Montag & Associates
Georgia
$348 -$4.8K -419 -93%
HIA
400
Harbor Investment Advisory
Maryland
$290 – – –
14 15
16
17 18