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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$3.94M -$350K -24,321 -8%
BWM
52
Biltmore Wealth Management
Arizona
$3.94M
TCPWM
53
Traverso Chambers Private Wealth Management
California
$3.87M +$3.74M +259,980 +767%
UCFA
54
United Capital Financial Advisors
Texas
$3.86M +$1.86M +129,520 +79%
ACA
55
Atlas Capital Advisors
Wyoming
$3.79M +$1.29M +89,688 +45%
Comerica Bank
56
Comerica Bank
Texas
$3.79M -$97.4K -6,772 -2%
TF
57
Tompkins Financial
New York
$3.76M -$62.2K -4,325 -1%
CCG
58
Chatham Capital Group
Georgia
$3.75M -$715K -49,700 -15%
EWM
59
Edge Wealth Management
New York
$3.65M -$19.7M -1,367,231 -83%
PA
60
Perennial Advisors
New York
$3.62M +$100K +6,984 +3%
IA
61
IFP Advisors
Florida
$3.58M +$132K +9,204 +4%
HHRDM
62
H&H Retirement Design & Management
Nevada
$3.27M +$3.57M +248,079 New
AGA
63
Arkos Global Advisors
Texas
$3.12M -$523K -36,339 -13%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$3.11M -$78.9K -5,484 -2%
HWM
65
Howard Wealth Management
Connecticut
$3.05M +$65.4K +4,545 +2%
HFG
66
Heron Financial Group
New York
$3.03M +$310K +21,539 +11%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2.96M -$3.24M -224,987 -50%
RFM
68
Royal Fund Management
Florida
$2.94M +$3.2M +222,741 +22,274%
William Blair & Company
69
William Blair & Company
Illinois
$2.93M +$129K +8,972 +4%
FHC
70
First Heartland Consultants
Missouri
$2.91M +$1.85M +128,305 +138%
IA
71
IndexIQ Advisors
New York
$2.89M -$1.36M -94,841 -30%
SP
72
SWS Partners
Ohio
$2.88M +$3.14M +218,476 New
PCWA
73
Pacific Capital Wealth Advisors
California
$2.86M -$34.1K -2,372 -1%
SFA
74
Sequoia Financial Advisors
Ohio
$2.86M +$136K +9,453 +5%
AWM
75
Atticus Wealth Management
Florida
$2.86M -$393K -27,289 -11%