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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
101
O'Rourke & Company
Massachusetts
$1.76M -$69.2K -5,504 -4%
PSB
102
Piscataqua Savings Bank
New Hampshire
$1.75M +$26.3K +2,092 +1%
WA
103
Wambolt & Associates
Colorado
$1.73M -$41.5K -3,304 -2%
SWA
104
Sax Wealth Advisors
New Jersey
$1.71M -$451K -35,867 -21%
MA
105
MONECO Advisors
Connecticut
$1.7M +$1.59M +126,096 +1,067%
SFA
106
Sequoia Financial Advisors
Ohio
$1.69M -$506K -40,237 -23%
AI
107
Atria Investments
North Carolina
$1.69M -$2.08M -165,491 -55%
JP Morgan Chase
108
JP Morgan Chase
New York
$1.68M +$694K +55,214 +69%
GWCM
109
Godshalk Welsh Capital Management
Pennsylvania
$1.66M -$95.9K -7,625 -5%
CAP
110
Columbia Advisory Partners
Washington
$1.6M -$70.9K -5,643 -4%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$1.57M -$233K -18,500 -13%
MFG
112
MTM Financial Group
Pennsylvania
$1.57M -$486K -38,683 -23%
APA
113
American Portfolios Advisors
New York
$1.53M +$75K +5,969 +5%
APWA
114
Atlas Private Wealth Advisors
New Jersey
$1.53M +$625K +49,680 +67%
CT
115
Coastline Trust
Rhode Island
$1.52M -$743K -59,125 -32%
ISWM
116
Independent Solutions Wealth Management
New York
$1.51M -$1.28M -101,699 -45%
PA
117
Perennial Advisors
New York
$1.48M -$5.12M -407,387 -77%
AAS
118
Avantax Advisory Services
Texas
$1.44M +$21.5K +1,714 +1%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M -$20.2K -1,610 -1%
KLCM
120
KG&L Capital Management
Louisiana
$1.37M +$54.1K +4,301 +4%
SW
121
Simplicity Wealth
New Jersey
$1.36M -$686K -54,572 -33%
PIMG
122
Patriot Investment Management Group
Tennessee
$1.36M -$604K -48,079 -30%
SDAM
123
Shulman DeMeo Asset Management
New York
$1.34M -$3.29K -262 -0.2%
BFC
124
Blue Fin Capital
Rhode Island
$1.33M -$34.3K -2,730 -2%
EWM
125
Edge Wealth Management
New York
$1.33M -$117K -9,295 -8%