We are live on ! Find out more
PGX icon

Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Atticus Wealth Management
Florida
$563K -$2.21K -198 -0.4%
EWM
177
Edge Wealth Management
New York
$562K -$332K -29,715 -37%
DFA
178
DHK Financial Advisors
New Hampshire
$561K +$9.05K +809 +2%
AWS
179
Atria Wealth Solutions
New York
$552K -$72.3K -6,462 -11%
SWMG
180
Sanchez Wealth Management Group
Florida
$546K +$56.2K +5,021 +11%
PPWM
181
Paragon Private Wealth Management
Kentucky
$518K -$14.9K -1,334 -3%
SA
182
Strategic Advocates
Utah
$515K +$526K +47,062 New
NCM
183
Narwhal Capital Management
Georgia
$504K -$67.1K -6,000 -12%
FAIM
184
Financial Advocates Investment Management
Washington
$485K +$91.7K +8,202 +43%
BA
185
Bristlecone Advisors
Washington
$484K – – –
RW
186
RVW Wealth
California
$471K – – –
N
187
Natixis
France
$470K -$12.5K -1,115 -3%
RT
188
Rockland Trust
Massachusetts
$468K -$2.58K -231 -0.5%
LSA
189
Lion Street Advisors
Texas
$465K -$319K -28,545 -40%
OPA
190
Old Port Advisors
Maine
$447K +$457K +40,822 New
IA
191
IFG Advisory
Georgia
$445K -$20.6K -1,841 -4%
PP
192
Prudential plc
United Kingdom
$438K – – –
AIC
193
Argus Investors Counsel
New York
$436K – – –
NFG
194
Nations Financial Group
Iowa
$429K +$25.8K +2,310 +6%
PPWP
195
Proquility Private Wealth Partners
Nevada
$428K -$649 -58 -0.1%
FFN
196
Focus Financial Network
Minnesota
$425K -$24.4K -2,186 -5%
FF
197
Friedenthal Financial
New Jersey
$424K +$66.7K +5,967 +18%
PWLP
198
Prio Wealth Limited Partnership
Massachusetts
$422K – – –
BCM
199
Brookstone Capital Management
Illinois
$421K +$461K +41,235 New
UCB
200
United Community Bank
South Carolina
$420K -$12.4K -1,110 -3%
6 7
8
9 10