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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
201
Capital Wealth Alliance
Arizona
$827K +$26.4K +1,895 +3%
RW
202
RVW Wealth
California
$825K -$107K -7,684 -11%
SFG
203
StrategIQ Financial Group
Indiana
$815K -$10K -719 -1%
OPA
204
Old Port Advisors
Maine
$815K +$220K +15,777 +35%
HCM
205
Hilton Capital Management
New York
$813K -$3.44M -247,135 -80%
MC
206
Moors & Cabot
Massachusetts
$806K -$27.7K -1,992 -3%
AWS
207
Atria Wealth Solutions
New York
$785K +$805K +57,815 New
CG
208
Colony Group
Massachusetts
$778K -$643K -46,212 -45%
CSIA
209
Charles Schwab Investment Advisory
California
$778K +$798K +57,299 New
CA
210
Cetera Advisors
Colorado
$774K +$29.2K +2,099 +4%
TWM
211
Tradition Wealth Management
Minnesota
$762K -$84K -6,035 -10%
DADC
212
D.A. Davidson & Co
Montana
$759K -$58.7K -4,217 -7%
PA
213
PFG Advisors
Arizona
$752K -$41.3K -2,963 -5%
RFN
214
RDA Financial Network
Iowa
$751K -$287K -20,600 -27%
Millennium Management
215
Millennium Management
New York
$741K +$761K +54,635 New
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$732K +$364K +26,147 +94%
TA
217
TrueWealth Advisors
Alabama
$719K
CAC
218
Certified Advisory Corp
Florida
$686K -$33.7K -2,419 -5%
OIA
219
OneDigital Investment Advisors
Kansas
$684K -$608K -43,638 -46%
CIC
220
Carnegie Investment Counsel
Ohio
$682K +$66K +4,741 +10%
CAG
221
Csenge Advisory Group
Florida
$677K -$275K -19,736 -28%
IBOK
222
Independence Bank of Kentucky
Kentucky
$671K -$408K -29,300 -37%
MIAN
223
Mariner Independent Advisor Network
Kansas
$670K +$10.2K +729 +1%
LFGH
224
Lee Financial Group Hawaii
Hawaii
$670K +$83.8K +6,015 +14%
SB
225
Sunflower Bank
Texas
$664K