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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Perennial Advisors
New York
$7M +$1.05M +70,672 +18%
CCA
52
Checchi Capital Advisers
California
$6.88M +$2.42M +162,748 +55%
Lido Advisors
53
Lido Advisors
California
$6.8M +$345K +23,186 +5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$6.38M +$1.61M +108,172 +34%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$6.25M +$363K +24,430 +6%
AGA
56
Arkos Global Advisors
Texas
$6.25M +$620K +41,710 +11%
IA
57
IFP Advisors
Florida
$6.18M +$926K +62,262 +18%
ACA
58
Atlas Capital Advisors
Wyoming
$5.85M +$666K +44,758 +13%
HHRDM
59
H&H Retirement Design & Management
Nevada
$5.77M +$5.69M +382,708 New
CCM
60
Compton Capital Management
Rhode Island
$5.65M +$457K +30,700 +9%
SFA
61
Sequoia Financial Advisors
Ohio
$5.6M +$531K +35,727 +11%
MCC
62
Money Concepts Capital
Florida
$5.56M +$5.16M +346,680 +1,460%
HFG
63
Heron Financial Group
New York
$5.48M +$1.26M +85,039 +30%
OPS
64
Orion Portfolio Solutions
Nebraska
$5.36M -$497K -33,413 -9%
GRP
65
Global Retirement Partners
California
$5.33M +$388K +26,061 +8%
TF
66
Tompkins Financial
New York
$5.27M +$160K +10,789 +3%
HFM
67
Hartford Financial Management
Connecticut
$5.22M -$127K -8,533 -2%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.19M +$5.13M +344,729 New
Comerica Bank
69
Comerica Bank
Texas
$5.13M +$247K +16,593 +5%
BEC
70
Blue Edge Capital
Virginia
$5.01M +$295K +19,834 +6%
TCPWM
71
Traverso Chambers Private Wealth Management
California
$4.87M +$200K +13,472 +4%
NA
72
NewEdge Advisors
Louisiana
$4.76M +$787K +52,914 +20%
FCA
73
FinTrust Capital Advisors
South Carolina
$4.75M -$74.3K -4,994 -2%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$4.72M +$405K +27,252 +9%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$4.68M +$183K +12,329 +4%