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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
151
Sanchez Wealth Management Group
Florida
$667K +$67.4K +4,616 +11%
SAM
152
SignalPoint Asset Management
Missouri
$640K +$6.14K +421 +1%
SIS
153
Sound Income Strategies
Florida
$631K +$373K +25,534 +145%
PP
154
Paloma Partners
Connecticut
$631K +$629K +43,099 New
WWM
155
Western Wealth Management
Colorado
$614K +$106K +7,296 +21%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$611K +$64K +4,384 +12%
RJT
157
Raymond James Trust
Florida
$601K +$5.31K +364 +0.9%
AAP
158
Arax Advisory Partners
Colorado
$600K +$598K +40,978 New
CAN
159
Cetera Advisor Networks
California
$598K +$274K +18,786 +84%
PA
160
Pinnacle Associates
New York
$586K +$2.26K +155 +0.4%
CK
161
Cohen Klingenstein
New York
$585K
WS
162
Wela Strategies
Georgia
$583K +$2.98K +204 +0.5%
MFS
163
Madrona Financial Services
Washington
$570K -$265K -18,180 -32%
CRWM
164
Castle Rock Wealth Management
California
$570K +$135K +9,236 +31%
SS
165
Simplicity Solutions
Minnesota
$562K -$467K -32,003 -45%
M&T Bank
166
M&T Bank
New York
$557K +$159K +10,866 +40%
MAM
167
Marquette Asset Management
Minnesota
$545K +$55.3K +3,786 +11%
WP
168
WealthShield Partners
North Carolina
$540K +$503K +34,500 +1,416%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$540K +$70K +4,800 +15%
WCWM
170
Wooster Corthell Wealth Management
Connecticut
$539K
Northern Trust
171
Northern Trust
Illinois
$513K +$512K +35,095 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$506K -$329K -22,546 -39%
SXL
173
Summit X LLC
Missouri
$500K +$71.4K +4,895 +17%
TCPWM
174
Traverso Chambers Private Wealth Management
California
$497K
CTC
175
Central Trust Company
Missouri
$497K +$39.3K +2,696 +9%