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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Crabel Capital Management
California
$787K +$760K +63,719 New
P
152
&Partners
Tennessee
$772K +$593K +49,663 +386%
1IA
153
1620 Investment Advisors
Massachusetts
$770K -$9.64K -808 -1%
CA
154
CSM Advisors
Pennsylvania
$762K
BCM
155
Brookstone Capital Management
Illinois
$750K +$248K +20,765 +52%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$742K -$668 -56 -0.1%
WWMSC
157
Wagner Wealth Management (South Carolina)
South Carolina
$739K +$14.8K +1,239 +2%
AWM
158
Accel Wealth Management
Iowa
$719K -$106K -8,865 -13%
IBOK
159
Independence Bank of Kentucky
Kentucky
$696K -$81K -6,785 -11%
SWMG
160
Sanchez Wealth Management Group
Florida
$684K -$8.95K -750 -1%
GWP
161
Gateway Wealth Partners
Wisconsin
$683K +$42.1K +3,530 +7%
CFP
162
Cascade Financial Partners
California
$679K +$168K +14,105 +34%
GWCM
163
Godshalk Welsh Capital Management
Pennsylvania
$659K
GSWM
164
Greenup Street Wealth Management
Michigan
$659K +$637K +53,368 New
WAS
165
Wealth Advisory Solutions
Indiana
$649K +$220K +18,410 +54%
SF
166
Summit Financial
New Jersey
$648K -$35.8K -2,997 -5%
Lido Advisors
167
Lido Advisors
California
$640K +$61.2K +5,128 +11%
FA
168
Flagstar Advisors
New York
$625K +$604K +50,570 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$609K -$80.5K -6,747 -12%
OIA
170
Optimum Investment Advisors
Illinois
$605K -$35.8K -3,000 -6%
FIA
171
Foundations Investment Advisors
Arizona
$604K +$583K +48,891 New
RT
172
Rockland Trust
Massachusetts
$597K +$41.1K +3,444 +8%
AWA
173
Aletheian Wealth Advisors
Washington
$591K -$44.3K -3,716 -7%
BWG
174
Beta Wealth Group
California
$586K -$368K -30,823 -39%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$554K -$775K -64,953 -59%