We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
201
Intersect Capital
California
$1.06M +$253K +16,976 +32%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$1.06M -$199K -13,362 -16%
RW
203
RVW Wealth
California
$1.03M -$56.2K -3,773 -5%
IAIM
204
International Assets Investment Management
Florida
$1.02M -$2.87M -192,692 -74%
1WM
205
1900 Wealth Management
Texas
$993K -$351K -23,582 -26%
FMB
206
Field & Main Bank
Kentucky
$962K +$22.4K +1,500 +2%
AC
207
Apella Capital
Connecticut
$943K -$1.2M -80,703 -56%
TWM
208
Tradition Wealth Management
Minnesota
$933K +$212K +14,202 +30%
GM
209
GeoWealth Management
Illinois
$929K +$70.6K +4,738 +8%
CA
210
CSM Advisors
Pennsylvania
$926K +$298K +20,000 +48%
SRC
211
Shufro Rose & Co
New York
$924K +$273K +18,317 +42%
OC
212
Oppenheimer & Co
New York
$921K -$188K -12,639 -17%
MC
213
Moors & Cabot
Massachusetts
$920K +$658K +44,142 +257%
APWA
214
Atlas Private Wealth Advisors
New Jersey
$912K -$124K -8,318 -12%
SFG
215
StrategIQ Financial Group
Indiana
$912K +$16.4K +1,103 +2%
RIA
216
Regal Investment Advisors
Michigan
$912K +$62.5K +4,194 +7%
Northern Trust
217
Northern Trust
Illinois
$903K -$28.4K -1,906 -3%
DADC
218
D.A. Davidson & Co
Montana
$902K +$63K +4,224 +8%
CWA
219
Capital Wealth Alliance
Arizona
$888K +$5.8K +389 +0.7%
PA
220
PFG Advisors
Arizona
$876K +$62.2K +4,176 +8%
Cohen & Steers
221
Cohen & Steers
New York
$869K +$863K +57,908 New
FHA
222
First Horizon Advisors
Tennessee
$864K +$116K +7,774 +16%
AL
223
ACAS LLC
California
$854K -$4.5K -302 -0.5%
PFA
224
Professional Financial Advisors
Nebraska
$844K -$538K -36,107 -39%
CA
225
Cetera Advisors
Colorado
$824K +$149K +9,996 +22%