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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$1.22M -$133K -11,645 -10%
GCM
102
Glaxis Capital Management
Florida
$1.16M
P
103
&Partners
Tennessee
$1.16M +$31.5K +2,752 +3%
MFG
104
Mosaic Financial Group
Illinois
$1.14M +$3.73K +326 +0.3%
BCM
105
Boreal Capital Management
Florida
$1.12M
LSA
106
Lion Street Advisors
Texas
$1.06M +$365K +31,855 +83%
BWA
107
Beam Wealth Advisors
Louisiana
$1.05M -$30.9K -2,695 -3%
SCTC
108
Sanibel Captiva Trust Company
Florida
$999K -$186K -16,240 -16%
CTWM
109
Cherry Tree Wealth Management
Minnesota
$979K -$447K -39,018 -32%
AC
110
AlphaCore Capital
California
$968K
WAS
111
Wealth Advisory Solutions
Indiana
$935K +$103K +9,014 +13%
PCG
112
Prosperity Consulting Group
Maryland
$877K -$80.1K -6,995 -8%
GAM
113
Gould Asset Management
California
$870K -$57.9K -5,052 -6%
DADC
114
D.A. Davidson & Co
Montana
$848K +$28.5K +2,491 +4%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$841K -$138K -12,016 -14%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$829K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$829K +$675K +58,924 +471%
MWP
118
Madison Wealth Partners
Wisconsin
$817K
SWP
119
Stratos Wealth Partners
Ohio
$814K -$42.2K -3,688 -5%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$805K -$8.19K -715 -1%
SRC
121
Shufro Rose & Co
New York
$767K -$5.73K -500 -0.7%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$745K +$53.1K +4,632 +8%
SFA
123
Sequoia Financial Advisors
Ohio
$718K -$101K -8,853 -13%
Lido Advisors
124
Lido Advisors
California
$711K +$68.6K +5,989 +11%
GSWM
125
Greenup Street Wealth Management
Michigan
$701K +$24.7K +2,158 +4%