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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$238K -$110K -9,933 -31%
KPWS
202
Kestra Private Wealth Services
Texas
$237K +$5.97K +541 +3%
AWA
203
Amplius Wealth Advisors
Pennsylvania
$236K – – –
TYCC
204
Texas Yale Capital Corp
Florida
$236K +$1.66K +150 +0.7%
IWM
205
IHT Wealth Management
Illinois
$229K -$3.23K -293 -1%
Corient Private Wealth
206
Corient Private Wealth
Florida
$225K -$56.6K -5,130 -20%
HCM
207
Hilton Capital Management
New York
$224K -$289K -26,150 -56%
LPT
208
Legacy Private Trust
Wisconsin
$224K – – –
NFG
209
Nations Financial Group
Iowa
$223K -$51K -4,618 -18%
AAS
210
Ameritas Advisory Services
Nebraska
$221K +$83.2K +7,541 +58%
VVP
211
Venture Visionary Partners
Ohio
$221K +$225K +20,356 New
FCMT
212
Founders Capital Management (Texas)
Texas
$221K +$224K +20,345 New
AT
213
American Trust
Kentucky
$220K -$14.8K -1,343 -6%
VFA
214
Valeo Financial Advisors
Indiana
$218K -$43K -3,900 -16%
WWA
215
WCG Wealth Advisors
Nevada
$215K -$13.1K -1,183 -6%
FF
216
Farrell Financial
New York
$215K +$2.12K +192 +1%
AC
217
Apella Capital
Connecticut
$212K -$441 -40 -0.2%
NDBT
218
North Dallas Bank & Trust
Texas
$209K – – –
MFGM
219
Marshall Financial Group (Maryland)
Maryland
$206K – – –
FF
220
Friday Financial
Iowa
$206K – – –
SSW
221
Stone Summit Wealth
Florida
$205K -$41.9K -3,800 -17%
FFA
222
Farther Finance Advisors
California
$202K -$30.4K -2,758 -13%
SWA
223
Stratos Wealth Advisors
Ohio
$202K +$6.79K +615 +3%
TCA
224
Transcend Capital Advisors
New Jersey
$199K +$177 +16 +0.1%
PIMG
225
Patriot Investment Management Group
Tennessee
$199K +$25.4K +2,302 +14%