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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$766K -$2.47M -216,729 -76%
PWM
127
Pines Wealth Management
North Carolina
$740K +$282K +24,717 +60%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$737K +$15.5K +1,361 +2%
Lido Advisors
129
Lido Advisors
California
$711K
IA
130
Integrity Alliance
Iowa
$673K +$683K +59,879 New
SA
131
Sanctuary Advisors
Indiana
$667K -$5.72K -502 -0.8%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$660K +$10.4K +916 +2%
GSWM
133
Greenup Street Wealth Management
Michigan
$649K -$30.3K -2,660 -4%
WWMSC
134
Wagner Wealth Management (South Carolina)
South Carolina
$643K -$12.1K -1,064 -2%
1IA
135
1620 Investment Advisors
Massachusetts
$626K -$10K -878 -2%
SFA
136
Sequoia Financial Advisors
Ohio
$623K -$74.4K -6,527 -11%
CKAIS
137
Christensen King & Associates Investment Services
Washington
$621K +$296 +26 +0%
SCTC
138
Sanibel Captiva Trust Company
Florida
$620K -$354K -31,000 -36%
PTC
139
Private Trust Company
Ohio
$610K +$7.77K +681 +1%
PCG
140
Prosperity Consulting Group
Maryland
$606K -$248K -21,775 -29%
CCG
141
Coastwise Capital Group
California
$586K +$6.52K +572 +1%
IAS
142
Insigneo Advisory Services
Florida
$586K +$595K +52,133 New
SF
143
Summit Financial
New Jersey
$572K -$99.8K -8,756 -15%
CIA
144
Concurrent Investment Advisors
Florida
$567K -$17.6K -1,544 -3%
SQA
145
Simon Quick Advisors
New Jersey
$566K -$102K -8,950 -15%
EWA
146
Etesian Wealth Advisors
Oregon
$563K -$71.4K -6,261 -11%
BCFS
147
Butensky & Cohen Financial Security
Florida
$556K -$55.3K -4,847 -9%
RT
148
Rockland Trust
Massachusetts
$548K +$1.96K +172 +0.4%
ONB
149
Old National Bancorp
Indiana
$546K -$50K -4,385 -8%
AA
150
Advisory Alpha
Michigan
$544K -$89.3K -7,829 -14%