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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
101
Pacific Capital Wealth Advisors
California
$3.41M -$13.4K -889 -0.4%
Asset Management One
102
Asset Management One
Japan
$3.39M -$279K -18,434 -8%
IA
103
IndexIQ Advisors
New York
$3.39M +$2.85M +188,736 +580%
ISWM
104
Independent Solutions Wealth Management
New York
$3.36M +$898K +59,397 +37%
IWA
105
IBEX Wealth Advisors
New Jersey
$3.35M -$54.5K -3,601 -2%
OC
106
Oppenheimer & Co
New York
$3.29M +$2.45M +162,087 +309%
FHB
107
First Hawaiian Bank
Hawaii
$3.23M +$788K +52,135 +33%
SPC
108
Sigma Planning Corp
Michigan
$3.18M +$315K +20,826 +11%
SS
109
Sunbelt Securities
Texas
$3.17M +$361K +23,856 +13%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$297K +19,607 +11%
BFS
111
Bard Financial Services
Connecticut
$3.04M -$37.8K -2,500 -1%
GM
112
GeoWealth Management
Illinois
$2.87M -$581K -38,392 -17%
Goldman Sachs
113
Goldman Sachs
New York
$2.75M -$572K -37,807 -17%
PC
114
Prairiewood Capital
North Dakota
$2.62M +$241K +15,929 +10%
HFS
115
Horizon Financial Services
North Carolina
$2.52M +$2.49M +164,771 New
PIMG
116
Patriot Investment Management Group
Tennessee
$2.47M -$13.8K -911 -0.6%
AFG
117
Albion Financial Group
Utah
$2.38M +$2.35M +155,439 New
FIM
118
Freedom Investment Management
Connecticut
$2.37M -$53.6K -3,546 -2%
MA
119
Mutual Advisors
Nebraska
$2.3M -$434K -28,712 -16%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.26M +$88.3K +5,839 +4%
SWA
121
Sax Wealth Advisors
New Jersey
$2.25M +$287K +19,000 +15%
RWA
122
Redhawk Wealth Advisors
Minnesota
$2.25M +$83.6K +5,525 +4%
GWCM
123
Godshalk Welsh Capital Management
Pennsylvania
$2.23M +$45.4K +3,000 +2%
AC
124
Apella Capital
Connecticut
$2.17M +$2.15M +141,864 New
SI
125
Stephens Inc
Arkansas
$2.15M +$1.11M +73,624 +110%