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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$626K +$17.7K +1,606 +3%
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$620K -$4.52K -410 -0.7%
CTWM
128
Cherry Tree Wealth Management
Minnesota
$604K -$104K -9,453 -15%
BC
129
Burnham & Co
Michigan
$601K +$612K +55,488 New
Lido Advisors
130
Lido Advisors
California
$595K -$59.3K -5,372 -9%
SA
131
Sanctuary Advisors
Indiana
$592K -$59.3K -5,371 -9%
1IA
132
1620 Investment Advisors
Massachusetts
$589K -$12.9K -1,171 -2%
CKAIS
133
Christensen King & Associates Investment Services
Washington
$575K -$11.7K -1,064 -2%
CCG
134
Coastwise Capital Group
California
$572K +$5.9K +535 +1%
RT
135
Rockland Trust
Massachusetts
$533K +$1.25K +113 +0.2%
PTC
136
Private Trust Company
Ohio
$526K -$28K -2,540 -5%
BHA
137
Beech Hill Advisors
New York
$522K -$12.8K -1,158 -2%
SF
138
Summit Financial
New Jersey
$515K -$32.6K -2,958 -6%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$514K +$70.5K +6,385 +16%
PCG
140
Prosperity Consulting Group
Maryland
$511K -$17K -1,537 -3%
SFA
141
Sequoia Financial Advisors
Ohio
$493K -$65.4K -5,928 -12%
CCM
142
Crabel Capital Management
California
$481K +$489K +44,334 New
PFS
143
Prospera Financial Services
Texas
$478K +$61.8K +5,605 +15%
EWA
144
Etesian Wealth Advisors
Oregon
$475K -$69K -6,249 -12%
NS
145
NBC Securities
Alabama
$473K +$39.3K +3,560 +9%
BCM
146
Brookstone Capital Management
Illinois
$470K +$69.3K +6,279 +17%
FAI
147
Fiduciary Advisors Inc
Missouri
$458K -$471K -42,643 -50%
IAS
148
Insigneo Advisory Services
Florida
$455K – – –
BCFS
149
Butensky & Cohen Financial Security
Florida
$455K -$45.5K -4,123 -9%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$454K -$4.57K -414 -1%