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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
Flagship Harbor Advisors
Massachusetts
$1.07M +$82.2K +6,829 +8%
IWN
127
Independent Wealth Network
Iowa
$1.04M +$70.2K +5,837 +7%
MWP
128
Madison Wealth Partners
Wisconsin
$1.04M -$99.2K -8,245 -8%
SWP
129
Stratos Wealth Partners
Ohio
$1.04M -$105K -8,709 -9%
CFP
130
Cascade Financial Partners
California
$1.03M +$409K +34,014 +62%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1,000K -$14.7K -1,226 -1%
SFA
132
Sequoia Financial Advisors
Ohio
$998K +$28.9K +2,399 +3%
PCG
133
Prosperity Consulting Group
Maryland
$996K +$105K +8,724 +11%
KWM
134
Kingsview Wealth Management
Oregon
$989K -$99K -8,229 -9%
NC
135
NewSquare Capital
Pennsylvania
$966K +$32.8K +2,725 +3%
GCM
136
Glaxis Capital Management
Florida
$922K
WANY
137
Wealthspire Advisors (New York)
New York
$921K -$456K -37,905 -32%
GF
138
Gries Financial
Ohio
$907K -$10.7K -888 -1%
DADC
139
D.A. Davidson & Co
Montana
$875K +$20.7K +1,722 +2%
EWA
140
Etesian Wealth Advisors
Oregon
$873K -$716K -59,494 -44%
GAM
141
Gould Asset Management
California
$868K -$34K -2,825 -4%
IAA
142
Independent Advisor Alliance
North Carolina
$839K +$875K +72,744 New
FA
143
Flagstar Advisors
New York
$805K +$232K +19,254 +38%
BCFS
144
Butensky & Cohen Financial Security
Florida
$803K -$56.3K -4,683 -6%
BWG
145
Beta Wealth Group
California
$798K +$262K +21,791 +46%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$784K -$164K -13,610 -17%
GSWM
147
Greenup Street Wealth Management
Michigan
$774K +$165K +13,728 +26%
FIA
148
Foundations Investment Advisors
Arizona
$745K +$189K +15,723 +32%
WWMSC
149
Wagner Wealth Management (South Carolina)
South Carolina
$730K +$41.8K +3,476 +6%
CA
150
CSM Advisors
Pennsylvania
$711K