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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
501
Freedman Financial Associates
Massachusetts
$12K -$97.2K -6,521 -89%
HPC
502
HM Payson & Co
Maine
$12K – – –
MCM
503
Manchester Capital Management
Vermont
$12K – – –
SAM
504
Strategic Asset Management
Minnesota
$12K – – –
HWM
505
HighMark Wealth Management
Minnesota
$12K +$149 +10 +1%
CWP
506
Concord Wealth Partners
Virginia
$12K +$6.92K +464 +133%
AA
507
Ancora Advisors
Ohio
$12K +$11.6K +779 New
BC
508
Barnett & Company
Tennessee
$11K -$172K -11,550 -94%
MRCM
509
M&R Capital Management
New Jersey
$10K – – –
RA
510
Rise Advisors
New York
$9.09K +$9.03K +606 New
EVM
511
Eaton Vance Management
Massachusetts
$9K – – –
FA
512
Faithward Advisors
Pennsylvania
$9K – – –
APC
513
Aspire Private Capital
North Carolina
$8K – – –
FCMT
514
Founders Capital Management (Texas)
Texas
$8K – – –
WWM
515
Wolff Wiese Magana
California
$8K – – –
CPFP
516
Clear Perspectives Financial Planning
Ohio
$8K +$7.93K +532 New
BWM
517
Baystate Wealth Management
Massachusetts
$7K +$2.97K +199 +83%
SFM
518
Signet Financial Management
New Jersey
$7K +$7.14K +479 New
KA
519
Kozak & Associates
Colorado
$7K +$7.78K +522 New
TFA
520
Toth Financial Advisory
Virginia
$6K -$3.68M -246,582 -100%
ACA
521
Aptus Capital Advisors
Alabama
$5K – – –
SSB
522
Sandy Spring Bank
Maryland
$5K +$3.61K +242 +336%
RIA
523
Richwood Investment Advisors
Ohio
$5K +$4.47K +300 New
SCA
524
Stonebridge Capital Advisors
Minnesota
$4K – – –
AIM
525
Anchor Investment Management
South Carolina
$3.75K – – –
19 20
21
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