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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Concurrent Investment Advisors
Florida
$618K +$480K +41,477 +304%
WANY
152
Wealthspire Advisors (New York)
New York
$618K -$287K -24,816 -31%
BJL
153
Brighton Jones LLC
Washington
$611K +$1.48K +128 +0.2%
SF
154
Summit Financial
New Jersey
$601K -$16.6K -1,436 -3%
BAM
155
Belpointe Asset Management
Nevada
$596K +$336K +29,066 +121%
PPWP
156
Proquility Private Wealth Partners
Nevada
$595K +$613K +52,997 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$588K +$33.3K +2,874 +6%
ONB
158
Old National Bancorp
Indiana
$583K -$42.7K -3,694 -7%
Principal Financial Group
159
Principal Financial Group
Iowa
$576K -$7.71M -666,255 -93%
AWS
160
Atria Wealth Solutions
New York
$560K +$143K +12,361 +33%
AWM
161
Accel Wealth Management
Iowa
$558K -$61.5K -5,311 -10%
RT
162
Rockland Trust
Massachusetts
$548K -$2.5K -216 -0.4%
Lido Advisors
163
Lido Advisors
California
$540K -$60.1K -5,190 -10%
SSW
164
Stone Summit Wealth
Florida
$536K +$307K +26,500 +125%
JGIA
165
Jackson Grant Investment Advisers
Connecticut
$534K +$162K +13,997 +42%
BCM
166
Brookstone Capital Management
Illinois
$530K -$21.9K -1,894 -4%
AWA
167
Aletheian Wealth Advisors
Washington
$521K -$6.68K -577 -1%
GWCM
168
Godshalk Welsh Capital Management
Pennsylvania
$515K -$40.5K -3,500 -7%
CKAIS
169
Christensen King & Associates Investment Services
Washington
$515K +$3.82K +330 +0.7%
OCM
170
One Capital Management
California
$498K -$8.52M -736,037 -94%
BA
171
Bristlecone Advisors
Washington
$496K
RIG
172
Ramiah Investment Group
Wisconsin
$491K -$128K -11,039 -20%
AIA
173
Acute Investment Advisory
Arizona
$485K -$1.66M -143,708 -77%
AIC
174
Argus Investors Counsel
New York
$484K +$12.5K +1,080 +3%
EAM
175
Everstar Asset Management
North Carolina
$476K