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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gould Asset Management
California
$1.03M +$140K +12,345 +15%
Principal Financial Group
102
Principal Financial Group
Iowa
$1.03M -$5.38M -476,348 -83%
SRC
103
Shufro Rose & Co
New York
$1.02M +$13.3K +1,178 +1%
FAI
104
Fiduciary Advisors Inc
Missouri
$924K -$899K -79,582 -48%
AC
105
AlphaCore Capital
California
$914K
CCP
106
Cane Capital Partners
Louisiana
$909K -$24.1K -2,133 -2%
PWM
107
Pines Wealth Management
North Carolina
$898K +$189K +16,684 +25%
IFG
108
Independent Financial Group
California
$880K -$38.2K -3,382 -4%
BWA
109
Beam Wealth Advisors
Louisiana
$872K -$90.6K -8,018 -9%
AWA
110
Arkadios Wealth Advisors
Georgia
$844K +$876K +77,538 New
DADC
111
D.A. Davidson & Co
Montana
$823K +$54.3K +4,808 +7%
AIA
112
Acute Investment Advisory
Arizona
$821K +$631K +55,829 +284%
SWP
113
Stratos Wealth Partners
Ohio
$777K +$23.1K +2,048 +3%
CIA
114
Concurrent Investment Advisors
Florida
$769K +$229K +20,228 +40%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$768K +$56.8K +5,027 +8%
AFA
116
Amicus Financial Advisors
Texas
$759K +$16.6K +1,468 +2%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$749K -$26.7K -2,363 -3%
SQA
118
Simon Quick Advisors
New Jersey
$713K +$171K +15,136 +30%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$709K -$50.6K -4,476 -6%
TAR
120
Trask Adam Roland
$698K +$726K +64,188 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K -$86.5K -7,650 -11%
GSWM
122
Greenup Street Wealth Management
Michigan
$665K +$38.5K +3,403 +6%
Lido Advisors
123
Lido Advisors
California
$656K -$11K -976 -2%
SA
124
Sanctuary Advisors
Indiana
$653K +$7.1K +628 +1%
NEPWA
125
New England Private Wealth Advisors
Massachusetts
$648K +$10.3K +914 +2%