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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cedar Wealth Management
California
$53.1K – – –
Spire Wealth Management
402
Spire Wealth Management
Virginia
$45.9K -$4.12K -377 -9%
PFSC
403
Peoples Financial Services Corp
Pennsylvania
$45.9K – – –
SIS
404
Strategic Investment Solutions
Illinois
$44.8K -$2.8M -256,337 -98%
JEST
405
JTC Employer Solutions Trustee
Jersey
$42K – – –
HBW
406
Hazlett, Burt & Watson
West Virginia
$42K +$317 +29 +0.8%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$41.5K – – –
SA
408
SRH Advisors
Kansas
$40.1K – – –
Capital Analysts LLC
409
Capital Analysts LLC
Pennsylvania
$40K +$18.1K +1,655 +91%
Harbour Investments
410
Harbour Investments
Wisconsin
$39.7K -$22.4K -2,049 -37%
TAM
411
Townsend Asset Management
North Carolina
$38.4K – – –
BOK Financial
412
BOK Financial
Oklahoma
$37.2K +$32.1K +2,943 +968%
EverSource Wealth Advisors
413
EverSource Wealth Advisors
Alabama
$36K +$4.82K +442 +16%
RL
414
Rogco LP
Oklahoma
$35K – – –
CT
415
Cambridge Trust
Massachusetts
$34.4K -$9.79K -897 -23%
WIA
416
Wetzel Investment Advisors
Indiana
$34K +$32.7K +2,997 New
DWMG
417
DB Wealth Management Group
California
$33.1K – – –
FFA
418
Founders Financial Alliance
North Carolina
$33.1K +$469 +43 +2%
SWA
419
SOA Wealth Advisors
New York
$32.9K +$196 +18 +0.6%
CP
420
Castleview Partners
Texas
$32.9K +$31.3K +2,869 New
Farther Finance Advisors
421
Farther Finance Advisors
California
$32.5K -$1.46K -134 -5%
TCTC Holdings
422
TCTC Holdings
Texas
$31.8K – – –
FFO
423
Fortitude Family Office
Arizona
$31.7K +$30.1K +2,760 New
Gradient Investments
424
Gradient Investments
Minnesota
$31.6K +$15.2K +1,397 +103%
Franklin Resources
425
Franklin Resources
California
$31.4K -$2.89K -265 -9%