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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
126
Brighton Jones LLC
Washington
$629K +$654K +57,830 New
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$627K +$4.59K +406 +0.7%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$610K -$316K -27,992 -33%
OC
129
Oppenheimer & Co
New York
$605K -$142K -12,567 -18%
1IA
130
1620 Investment Advisors
Massachusetts
$604K -$1.77K -157 -0.3%
BCM
131
Boreal Capital Management
Florida
$594K
CKAIS
132
Christensen King & Associates Investment Services
Washington
$589K -$12.9K -1,140 -2%
AWA
133
Aletheian Wealth Advisors
Washington
$589K +$612K +54,117 New
CCG
134
Coastwise Capital Group
California
$569K +$1.28K +113 +0.2%
SFA
135
Sequoia Financial Advisors
Ohio
$559K -$45.6K -4,037 -7%
PTC
136
Private Trust Company
Ohio
$556K -$36K -3,188 -6%
SF
137
Summit Financial
New Jersey
$549K -$4.55K -403 -0.8%
EWA
138
Etesian Wealth Advisors
Oregon
$545K
BHA
139
Beech Hill Advisors
New York
$536K +$52.5K +4,649 +10%
RT
140
Rockland Trust
Massachusetts
$534K +$3.62K +320 +0.7%
VA
141
VestGen Advisors
Illinois
$531K +$111K +9,800 +26%
PCG
142
Prosperity Consulting Group
Maryland
$530K -$58.2K -5,151 -10%
SCTC
143
Sanibel Captiva Trust Company
Florida
$513K -$90.4K -8,000 -15%
HA
144
Hyposwiss Advisors
$512K
HCM
145
Hilton Capital Management
New York
$510K
BCFS
146
Butensky & Cohen Financial Security
Florida
$501K -$37.9K -3,353 -7%
RWC
147
Rare Wolf Capital
Washington
$466K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$460K +$50.4K +4,455 +12%
IAS
149
Insigneo Advisory Services
Florida
$457K -$115K -10,132 -19%
BWG
150
Balanced Wealth Group
Ohio
$449K +$10.9K +965 +2%