We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
201
Golden State Wealth Management
California
$402K +$1.59K +107 +0.4%
PFA
202
Pinnacle Family Advisors
Missouri
$400K -$105K -7,034 -21%
VAS
203
Valicenti Advisory Services
New York
$398K +$63.3K +4,250 +19%
LF
204
Lantz Financial
Illinois
$392K
IWM
205
IHT Wealth Management
Illinois
$387K +$109K +7,339 +40%
FI
206
Financial Insights
Washington
$382K
CAN
207
Claraphi Advisory Network
United States
$375K -$25.4K -1,705 -6%
CIA
208
Capital Investment Advisors
Georgia
$366K -$7.61K -511 -2%
CWS
209
Cypress Wealth Services
California
$364K -$4.24K -285 -1%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$351K
WP
211
WealthSource Partners
California
$350K
KFC
212
Klingenstein Fields & Co
New York
$348K
FGAM
213
Financial Gravity Asset Management
Texas
$344K -$54.5K -3,663 -14%
CW
214
CreativeOne Wealth
Kansas
$340K +$70.6K +4,746 +27%
N
215
Natixis
France
$334K +$3.47K +233 +1%
BF
216
BOK Financial
Oklahoma
$333K -$2.38K -160 -0.7%
LHC
217
Little House Capital
Massachusetts
$332K
BC
218
Barnett & Company
Tennessee
$326K -$59.5K -4,000 -16%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$319K
SAM
220
SignalPoint Asset Management
Missouri
$316K -$337K -22,672 -52%
Northern Trust
221
Northern Trust
Illinois
$316K -$210K -14,076 -40%
PFC
222
Phocas Financial Corp
California
$307K
TC
223
TownSquare Capital
Utah
$303K +$30 +2 +0%
AWA
224
Arete Wealth Advisors
Illinois
$303K +$878 +59 +0.3%
PPP
225
Private Portfolio Partners
New Jersey
$300K -$23.1K -1,550 -7%