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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Perennial Advisors
New York
$4.58M +$684K +48,805 +18%
AGA
52
Arkos Global Advisors
Texas
$4.4M +$1.05M +74,597 +31%
BEC
53
Blue Edge Capital
Virginia
$4.26M -$21.3K -1,523 -0.5%
TF
54
Tompkins Financial
New York
$4.23M +$196K +14,014 +5%
Asset Management One
55
Asset Management One
Japan
$4.23M
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$4.01M +$832K +59,391 +26%
TCPWM
57
Traverso Chambers Private Wealth Management
California
$4.01M -$136K -9,675 -3%
Comerica Bank
58
Comerica Bank
Texas
$4M +$72.7K +5,185 +2%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$4M +$1.23M +87,519 +45%
CCG
60
Chatham Capital Group
Georgia
$3.96M -$58.2K -4,150 -1%
Renaissance Technologies
61
Renaissance Technologies
New York
$3.82M +$3.79M +270,300 New
ACA
62
Atlas Capital Advisors
Wyoming
$3.78M -$288K -20,562 -7%
EWM
63
Edge Wealth Management
New York
$3.76M -$173K -12,340 -4%
VAS
64
Valicenti Advisory Services
New York
$3.74M -$1.25M -89,234 -25%
UCFA
65
United Capital Financial Advisors
Texas
$3.68M -$459K -32,725 -11%
Lido Advisors
66
Lido Advisors
California
$3.42M +$1.42M +101,034 +72%
HFG
67
Heron Financial Group
New York
$3.4M +$267K +19,051 +9%
AWM
68
Atticus Wealth Management
Florida
$3.38M +$309K +22,068 +10%
HHRDM
69
H&H Retirement Design & Management
Nevada
$3.33M -$176K -12,572 -5%
HWM
70
Howard Wealth Management
Connecticut
$3.29M +$19.4K +1,381 +0.6%
TFA
71
Toth Financial Advisory
Virginia
$3.27M +$213K +15,214 +7%
CCA
72
Clearwater Capital Advisors
Illinois
$3.26M +$306K +21,832 +10%
SFA
73
Sequoia Financial Advisors
Ohio
$3.25M +$186K +13,296 +6%
AG
74
Appleton Group
Wisconsin
$3.2M +$3.18M +226,674 New
PCWA
75
Pacific Capital Wealth Advisors
California
$3.02M -$51.8K -3,700 -2%