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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
CreativeOne Wealth
Kansas
$334K -$87.7K -6,168 -21%
FWM
202
FFT Wealth Management
Pennsylvania
$330K -$203K -14,293 -39%
CAN
203
Cetera Advisor Networks
California
$321K -$322K -22,665 -50%
TC
204
TownSquare Capital
Utah
$321K -$56.2K -3,948 -15%
TD Asset Management
205
TD Asset Management
Ontario, Canada
$319K
N
206
Natixis
France
$313K +$309K +21,705 New
AI
207
Atria Investments
North Carolina
$291K -$946K -66,534 -77%
VAS
208
Valicenti Advisory Services
New York
$291K -$15.6K -1,100 -5%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$291K +$2.25K +158 +0.8%
RF
210
RHS Financial
California
$290K -$253K -17,782 -47%
RTS
211
Round Table Services
New Jersey
$285K
BJL
212
Brighton Jones LLC
Washington
$284K +$3.93K +276 +1%
AFNAS
213
American Financial Network Advisory Services
California
$282K
AWM
214
AE Wealth Management
Kansas
$278K +$74.9K +5,269 +38%
NSIM
215
North Star Investment Management
Illinois
$273K +$3.02K +212 +1%
BF
216
BOK Financial
Oklahoma
$266K +$44.3K +3,113 +20%
IA
217
IFG Advisory
Georgia
$261K -$49.1K -3,452 -16%
MWP
218
MYCIO Wealth Partners
Pennsylvania
$260K
HIM
219
Hillsdale Investment Management
Ontario, Canada
$260K +$55.5K +3,900 +28%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$259K +$8.88K +624 +4%
SIS
221
Sound Income Strategies
Florida
$255K +$45.8K +3,217 +22%
CAGAS
222
Capital Advisory Group Advisory Services
Minnesota
$254K +$164K +11,525 +192%
CI
223
CX Institutional
Indiana
$252K
AB
224
Atlas Brown
Kentucky
$248K -$70.3K -4,944 -22%
PA
225
Parkside Advisors
California
$246K +$100 +7 +0%