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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$2.72M +$215K +15,450 +8%
MAM
102
Meeder Asset Management
Ohio
$2.71M +$1M +71,935 +56%
BAAM
103
Baker Avenue Asset Management
California
$2.7M +$543K +39,030 +24%
IRC
104
Investors Research Corp
Georgia
$2.69M +$475K +34,108 +21%
Asset Management One
105
Asset Management One
Japan
$2.56M -$122K -8,777 -4%
AG
106
Ascent Group
Virginia
$2.55M -$175K -12,594 -6%
CT
107
Coastline Trust
Rhode Island
$2.48M -$1.75M -125,655 -41%
BFS
108
Bard Financial Services
Connecticut
$2.42M -$278K -20,000 -10%
SFA
109
Sequoia Financial Advisors
Ohio
$2.41M -$3.45M -248,098 -58%
RA
110
RFG Advisory
Alabama
$2.39M +$932K +66,903 +61%
HFM
111
Hartford Financial Management
Connecticut
$2.39M -$753K -54,105 -24%
SWA
112
Sax Wealth Advisors
New Jersey
$2.37M -$4.73K -340 -0.2%
AFG
113
Albion Financial Group
Utah
$2.35M -$27.4K -1,970 -1%
BCFS
114
Butensky & Cohen Financial Security
Florida
$2.33M +$196K +14,107 +9%
WP
115
WealthPLAN Partners
Nebraska
$2.29M -$4.38M -314,472 -63%
WIM
116
WealthPlan Investment Management
Nebraska
$2.29M +$2.56M +183,642 New
SKK
117
Shepherd Kaplan Krochuk
Massachusetts
$2.29M -$1.2M -86,082 -34%
MFG
118
MTM Financial Group
Pennsylvania
$2.25M +$2.33M +167,341 New
VAS
119
Valicenti Advisory Services
New York
$2.24M -$329K -23,611 -13%
SW
120
Simplicity Wealth
New Jersey
$2.24M -$1.02M -73,336 -31%
MA
121
Mutual Advisors
Nebraska
$2.22M +$41.4K +2,975 +2%
IWA
122
IBEX Wealth Advisors
New Jersey
$2.17M -$148K -10,643 -6%
RF
123
Robbins Farley
New Hampshire
$2.15M +$759K +54,510 +53%
PIMG
124
Patriot Investment Management Group
Tennessee
$2.14M -$62.5K -4,491 -3%
CST
125
Charles Schwab Trust
Nevada
$2.1M +$2.15M +154,469 New