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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
151
Levy Wealth Management Group
Pennsylvania
$699K -$3.48K -301 -0.5%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$695K -$10.6K -916 -1%
WWMSC
153
Wagner Wealth Management (South Carolina)
South Carolina
$677K +$120K +10,397 +22%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$653K
GF
155
Gries Financial
Ohio
$649K -$459K -39,696 -41%
SWMG
156
Sanchez Wealth Management Group
Florida
$648K -$30.8K -2,664 -5%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$647K +$18.8K +1,630 +3%
SF
158
Summit Financial
New Jersey
$641K +$82.7K +7,157 +15%
GWCM
159
Godshalk Welsh Capital Management
Pennsylvania
$617K -$6.93K -600 -1%
BJL
160
Brighton Jones LLC
Washington
$602K -$31.7K -2,742 -5%
OIA
161
Optimum Investment Advisors
Illinois
$601K -$51.1K -4,420 -8%
GWP
162
Gateway Wealth Partners
Wisconsin
$598K +$598K +51,770 New
AWA
163
Aletheian Wealth Advisors
Washington
$596K -$13.4K -1,162 -2%
CTC
164
Central Trust Company
Missouri
$566K -$103K -8,875 -15%
FHA
165
Flagship Harbor Advisors
Massachusetts
$540K +$38.3K +3,316 +8%
Lido Advisors
166
Lido Advisors
California
$540K -$6.12K -529 -1%
RT
167
Rockland Trust
Massachusetts
$518K
BA
168
Bristlecone Advisors
Washington
$510K
WAM
169
Worth Asset Management
Texas
$510K +$152K +13,171 +43%
IAIM
170
International Assets Investment Management
Florida
$504K -$22.8K -1,975 -4%
NCM
171
Narwhal Capital Management
Georgia
$497K
CKAIS
172
Christensen King & Associates Investment Services
Washington
$497K -$4.69K -406 -0.9%
MIA
173
MeadowBrook Investment Advisors
Michigan
$491K -$8.09K -700 -2%
Wolverine Trading
174
Wolverine Trading
Illinois
$491K -$843K -72,912 -63%
NFG
175
Nations Financial Group
Iowa
$488K +$7.88K +682 +2%