We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$4.01M +$1.71M +147,726 +70%
AGA
52
Arkos Global Advisors
Texas
$3.79M +$356K +30,822 +10%
CST
53
Charles Schwab Trust
Nevada
$3.77M +$2.03M +175,797 +109%
Truist Financial
54
Truist Financial
North Carolina
$3.71M -$765K -66,146 -17%
OPS
55
Orion Portfolio Solutions
Nebraska
$3.64M +$37.3K +3,228 +1%
FPB
56
First PREMIER Bank
South Dakota
$3.55M -$507K -43,877 -12%
FHB
57
First Hawaiian Bank
Hawaii
$3.41M +$94.6K +8,182 +3%
IA
58
IFP Advisors
Florida
$3.35M -$523K -45,202 -17%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$3.25M -$1.2M -104,108 -26%
SIS
60
Sound Income Strategies
Florida
$3.17M +$272K +23,478 +9%
SI
61
Stephens Inc
Arkansas
$3.13M +$690K +59,671 +27%
William Blair & Company
62
William Blair & Company
Illinois
$2.96M +$510K +44,059 +20%
DWP
63
Daymark Wealth Partners
Ohio
$2.94M +$3.04M +263,157 New
IRC
64
Investors Research Corp
Georgia
$2.89M +$125K +10,816 +4%
GG
65
Golden Green
South Carolina
$2.85M +$84.4K +7,295 +3%
ONB
66
Old National Bancorp
Indiana
$2.84M -$1.03M -89,151 -26%
MAS
67
Meeder Advisory Services
Ohio
$2.8M +$2.9M +250,582 New
CCM
68
Compton Capital Management
Rhode Island
$2.78M -$808K -69,914 -22%
HWM
69
Howard Wealth Management
Connecticut
$2.72M -$155K -13,434 -5%
Renaissance Technologies
70
Renaissance Technologies
New York
$2.58M +$2.67M +230,750 New
CAN
71
Cetera Advisor Networks
California
$2.54M +$980K +84,711 +59%
BFS
72
Bard Financial Services
Connecticut
$2.45M +$111K +9,625 +5%
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$2.41M +$2.17M +187,750 +679%
SP
74
SWS Partners
Ohio
$2.37M +$188K +16,282 +8%
HFG
75
Heron Financial Group
New York
$2.24M -$2.3M -199,292 -51%