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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
151
Shulman DeMeo Asset Management
New York
$1.48M +$7.31K +525 +0.5%
OIA
152
Optimum Investment Advisors
Illinois
$1.46M -$139K -9,974 -9%
CCM
153
Crew Capital Management
Ohio
$1.45M -$28.9K -2,073 -2%
KLCM
154
KG&L Capital Management
Louisiana
$1.44M -$26K -1,870 -2%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.39M -$625K -44,852 -30%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$1.39M +$103K +7,372 +8%
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$1.36M -$143K -10,271 -9%
TYCC
158
Texas Yale Capital Corp
Florida
$1.36M -$6.14M -440,959 -81%
BWA
159
Beam Wealth Advisors
Louisiana
$1.33M -$48.9K -3,513 -3%
BRWA
160
B. Riley Wealth Advisors
Florida
$1.32M -$483K -34,676 -26%
CCG
161
Coastwise Capital Group
California
$1.31M +$1.34M +96,557 New
PAG
162
Paladin Advisory Group
Iowa
$1.3M +$1.34M +96,318 New
1IA
163
1620 Investment Advisors
Massachusetts
$1.26M
FIM
164
Freedom Investment Management
Connecticut
$1.25M -$904K -64,946 -41%
JWCA
165
J.W. Coons Advisors
Ohio
$1.25M -$11.1K -800 -0.9%
NC
166
NewSquare Capital
Pennsylvania
$1.23M +$59.5K +4,274 +5%
GAM
167
Gould Asset Management
California
$1.21M +$47K +3,375 +4%
RT
168
Rockland Trust
Massachusetts
$1.2M -$300K -21,531 -20%
SEI Investments
169
SEI Investments
Pennsylvania
$1.18M -$8.34K -599 -0.8%
JE
170
JMAC Enterprises
Pennsylvania
$1.18M -$66K -4,742 -5%
CFB
171
Cullen/Frost Bankers
Texas
$1.18M -$6.35K -456 -0.5%
Mariner
172
Mariner
Kansas
$1.18M -$202K -14,498 -14%
NCM
173
Noesis Capital Mangement
Florida
$1.16M -$30.9K -2,219 -3%
NPP
174
New Potomac Partners
Maryland
$1.16M +$1.39K +100 +0.1%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$1.16M +$175K +12,600 +17%