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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
201
Lion Street Advisors
Texas
$573K -$50.5K -4,018 -10%
AC
202
Apella Capital
Connecticut
$567K +$18.8K +1,493 +3%
AWS
203
Atria Wealth Solutions
New York
$558K -$159K -12,616 -22%
SWMG
204
Sanchez Wealth Management Group
Florida
$546K -$9.71K -772 -2%
PA
205
PFG Advisors
Arizona
$538K -$149K -11,851 -21%
CIC
206
Carnegie Investment Counsel
Ohio
$538K -$84K -6,681 -13%
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535K +$406K +32,303 +292%
GFS
208
GYL Financial Synergies
Connecticut
$521K +$326K +25,926 +159%
SSW
209
Stone Summit Wealth
Florida
$505K +$53.3K +4,239 +12%
RJT
210
Raymond James Trust
Florida
$502K -$8.45K -672 -2%
KFS
211
Kaizen Financial Strategies
California
$494K -$21.9K -1,745 -4%
PP
212
Prudential plc
United Kingdom
$494K
AIC
213
Argus Investors Counsel
New York
$494K +$1.26K +100 +0.3%
OA
214
Oxbow Advisors
Texas
$484K -$63.2K -5,023 -11%
UCB
215
United Community Bank
South Carolina
$470K -$21.5K -1,712 -4%
SFG
216
Sage Financial Group
Pennsylvania
$461K +$470K +37,365 New
LCM
217
Liberty Capital Management
Michigan
$456K -$136K -10,800 -23%
SCA
218
Snowden Capital Advisors
New York
$453K +$6.84K +544 +2%
NAG
219
Northstar Advisory Group
New Jersey
$447K
BRWM
220
B. Riley Wealth Management
Tennessee
$442K +$450K +35,824 New
MFS
221
Madrona Financial Services
Washington
$441K
PPWP
222
Proquility Private Wealth Partners
Nevada
$437K
IA
223
IFG Advisory
Georgia
$436K +$71.5K +5,684 +19%
BSSFA
224
Baron Silver Stevens Financial Advisors
Florida
$435K
Northern Trust
225
Northern Trust
Illinois
$428K -$34.3K -2,725 -7%