We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
176
Castle Rock Wealth Management
California
$435K +$3.17K +223 +0.7%
AAM
177
Autus Asset Management
Arizona
$432K
SXL
178
Summit X LLC
Missouri
$428K +$20.3K +1,430 +5%
DWM
179
Dakota Wealth Management
Florida
$428K +$108K +7,595 +35%
AFC
180
AFT Forsyth & Company
Florida
$427K
KFA
181
Kays Financial Advisory
Georgia
$427K +$56.9K +4,000 +16%
Citigroup
182
Citigroup
New York
$422K -$164K -11,561 -28%
LF
183
Lantz Financial
Illinois
$421K +$413K +29,003 New
QIM
184
Quest Investment Management
Oregon
$418K
HIS
185
Harvest Investment Services
Illinois
$416K +$406K +28,574 New
GSWM
186
Golden State Wealth Management
California
$401K +$394K +27,688 New
MAP
187
Milestone Advisory Partners
North Carolina
$400K
WA
188
Wealthstar Advisors
Texas
$396K -$15.3K -1,076 -4%
M&T Bank
189
M&T Bank
New York
$395K +$183K +12,861 +90%
MIAN
190
Mariner Independent Advisor Network
Kansas
$393K -$66.1K -4,646 -15%
CWM
191
Cornerstone Wealth Management
Missouri
$392K +$69.6K +4,892 New
MPW
192
MA Private Wealth
California
$390K -$339K -23,825 -47%
CWS
193
Cypress Wealth Services
California
$378K -$189K -13,263 -34%
LHC
194
Little House Capital
Massachusetts
$366K -$23.3K -1,640 -6%
ASN
195
Advisory Services Network
Georgia
$362K +$133K +9,320 +60%
CIA
196
Capital Investment Advisors
Georgia
$359K -$142K -9,957 -29%
IWM
197
IHT Wealth Management
Illinois
$357K -$83.7K -5,883 -19%
KFC
198
Klingenstein Fields & Co
New York
$350K -$569K -40,000 -62%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$345K -$31.7K -2,229 -9%
FI
200
Financial Insights
Washington
$338K