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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$1K – – –
WIM
502
Westside Investment Management
California
$10 +$10.5K +703 New
Charles Schwab
503
Charles Schwab
California
– -$53.7M -3,516,315 Closed
Cohen & Steers
504
Cohen & Steers
New York
– -$31.3M -2,050,000 Closed
AP
505
Advisors Preferred
Maryland
– -$4.1M -270,674 Closed
FI
506
FormulaFolio Investments
Michigan
– -$3.47M -227,365 Closed
Simplicity Solutions
507
Simplicity Solutions
Minnesota
– -$3.31M -217,156 Closed
SP
508
SWS Partners
Ohio
– -$3.25M -213,025 Closed
CGFA
509
Colton Groome Financial Advisors
North Carolina
– -$2.46M -161,034 Closed
Brookstone Capital Management
510
Brookstone Capital Management
Illinois
– -$1.36M -89,025 Closed
HRT Financial
511
HRT Financial
New York
– -$1.15M -75,484 Closed
QA
512
Quantitative Advantage
Minnesota
– -$984K -64,484 Closed
TFA
513
Tranquilli Financial Advisor
New Jersey
– -$984K -64,482 Closed
BRWM
514
B. Riley Wealth Management
Tennessee
– -$939K -61,505 Closed
NWA
515
Navis Wealth Advisors
New York
– -$839K -55,000 Closed
RIA
516
Regal Investment Advisors
Michigan
– -$748K -49,009 Closed
PFA
517
Pinnacle Family Advisors
Missouri
– -$573K -37,521 Closed
FFS
518
Founders Financial Securities
Maryland
– -$511K -33,483 Closed
Davenport & Co
519
Davenport & Co
Virginia
– -$436K -28,602 Closed
Flow Traders U.S.
520
Flow Traders U.S.
New York
– -$389K -25,517 Closed
SAG
521
Spotlight Asset Group
Illinois
– -$385K -25,226 Closed
RWM
522
RBA Wealth Management
California
– -$259K -16,965 Closed
SWM
523
Southern Wealth Management
Texas
– -$242K -15,877 Closed
LBC
524
Lowe Brockenbrough & Co
Virginia
– -$212K -13,900 Closed
MCWS
525
McKinley Carter Wealth Services
West Virginia
– -$187K -12,240 Closed