We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$843K -$24.7K -2,055 -3%
JWCA
152
J.W. Coons Advisors
Ohio
$835K
GAM
153
Gould Asset Management
California
$822K +$212K +17,685 +33%
AWM
154
Atticus Wealth Management
Florida
$807K -$1.05M -87,362 -55%
1IA
155
1620 Investment Advisors
Massachusetts
$787K +$91.7K +7,641 +13%
EWMCB
156
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$782K -$247K -20,563 -23%
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$770K +$805K +67,077 New
DADC
158
D.A. Davidson & Co
Montana
$758K +$76.2K +6,351 +11%
AWA
159
Arete Wealth Advisors
Illinois
$752K -$71.3K -5,939 -8%
TPW
160
Transatlantique Private Wealth
New York
$742K -$1.24M -103,266 -61%
SFG
161
StrategIQ Financial Group
Indiana
$724K +$47.6K +3,969 +7%
HighTower Advisors
162
HighTower Advisors
Illinois
$716K +$11.1K +924 +2%
ACM
163
Antonetti Capital Management
Florida
$713K +$14.1K +1,174 +2%
CA
164
CSM Advisors
Pennsylvania
$709K
AWS
165
Atria Wealth Solutions
New York
$702K -$58.5K -4,877 -7%
BFC
166
Blue Fin Capital
Rhode Island
$674K -$10.2K -846 -1%
CPIG
167
Chicago Partners Investment Group
Illinois
$665K +$122K +10,180 +22%
WIM
168
WealthPlan Investment Management
Nebraska
$664K -$186K -15,486 -21%
SS
169
Simplicity Solutions
Minnesota
$644K +$674K +56,136 New
NC
170
NewSquare Capital
Pennsylvania
$643K -$41.8K -3,482 -6%
LWMG
171
Levy Wealth Management Group
Pennsylvania
$624K +$636 +53 +0.1%
RG
172
Retirement Group
California
$622K +$650K +54,172 New
MP
173
McDonald Partners
Ohio
$616K -$61.9K -5,155 -9%
AAS
174
Ameritas Advisory Services
Nebraska
$616K +$55K +4,585 +9%
NCM
175
Narwhal Capital Management
Georgia
$597K