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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$1.24M -$169K -14,813 -12%
RA
102
RFG Advisory
Alabama
$1.24M -$257K -22,556 -17%
P
103
&Partners
Tennessee
$1.23M +$38.6K +3,385 +3%
Mariner
104
Mariner
Kansas
$1.2M -$114K -10,010 -9%
WA
105
Waverly Advisors
Alabama
$1.2M -$169K -14,792 -12%
Invesco
106
Invesco
Georgia
$1.19M +$2.09K +183 +0.2%
SDAM
107
Shulman DeMeo Asset Management
New York
$1.15M -$48.4K -4,248 -4%
MFG
108
Mosaic Financial Group
Illinois
$1.11M +$4.11K +360 +0.4%
Renaissance Technologies
109
Renaissance Technologies
New York
$1.09M +$1.1M +96,600 New
SRC
110
Shufro Rose & Co
New York
$1.04M +$277K +24,280 +36%
WAS
111
Wealth Advisory Solutions
Indiana
$1.03M +$122K +10,701 +13%
BWA
112
Beam Wealth Advisors
Louisiana
$991K -$22.2K -1,948 -2%
CCP
113
Cane Capital Partners
Louisiana
$963K +$977K +85,707 New
IFG
114
Independent Financial Group
California
$947K -$238K -20,885 -20%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$945K -$298K -26,104 -24%
AC
116
AlphaCore Capital
California
$944K +$5.7K +500 +0.6%
GAM
117
Gould Asset Management
California
$925K +$82.7K +7,255 +10%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$894K +$116K +10,155 +15%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$801K -$14.9K -1,310 -2%
DADC
121
D.A. Davidson & Co
Montana
$796K -$25.8K -2,261 -3%
BCM
122
Boreal Capital Management
Florida
$786K
CTWM
123
Cherry Tree Wealth Management
Minnesota
$782K -$168K -14,763 -17%
SWP
124
Stratos Wealth Partners
Ohio
$780K -$8.5K -745 -1%
AFA
125
Amicus Financial Advisors
Texas
$768K +$779K +68,310 New