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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
201
Transcend Capital Advisors
New Jersey
$310K +$26.6K +2,414 +9%
BAM
202
Belpointe Asset Management
Nevada
$309K -$279K -25,347 -48%
PFA
203
Portland Financial Advisors
New York
$308K -$11.3K -1,030 -4%
AIA
204
Acute Investment Advisory
Arizona
$302K -$177K -16,062 -37%
PWM
205
Perigon Wealth Management
California
$298K +$27K +2,454 +10%
FFN
206
Focus Financial Network
Minnesota
$298K -$1.49K -135 -0.5%
CFB
207
Cullen/Frost Bankers
Texas
$294K -$4.89K -444 -2%
LC
208
Landaas & Company
Wisconsin
$289K
AAS
209
Ameritas Advisory Services
Nebraska
$286K -$31.3K -2,845 -10%
FIA
210
Foundations Investment Advisors
Arizona
$285K +$282K +25,571 New
IWM
211
IHT Wealth Management
Illinois
$283K -$60.7K -5,508 -18%
CB
212
Commerce Bank
Missouri
$283K -$3.63K -329 -1%
SFS
213
Sowell Financial Services
Arkansas
$281K -$601K -54,567 -68%
OA
214
Oxbow Advisors
Texas
$280K -$6.14K -557 -2%
AWM
215
Apollon Wealth Management
South Carolina
$279K -$47.9K -4,351 -15%
MFS
216
Madrona Financial Services
Washington
$277K +$17K +1,547 +7%
AWA
217
Amplius Wealth Advisors
Pennsylvania
$276K
CFA
218
Camarda Financial Advisors
Florida
$273K +$72.3K +6,565 +36%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$273K
FFA
220
Farther Finance Advisors
California
$268K -$29.9K -2,717 -10%
AGP
221
Autumn Glory Partners
Texas
$263K
GWSG
222
GPS Wealth Strategies Group
Colorado
$262K -$12.5K -1,135 -5%
WBCM
223
Wilson & Boucher Capital Management
California
$260K
MHIP
224
Mountain Hill Investment Partners
New Jersey
$255K
Corient Private Wealth
225
Corient Private Wealth
Florida
$250K -$1.11M -100,290 -82%