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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$310M +$118M +8,016,610 +63%
Wells Fargo
2
Wells Fargo
California
$279M -$9.44M -639,094 -3%
Morgan Stanley
3
Morgan Stanley
New York
$101M +$10.4M +702,748 +12%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$79M +$3.71M +251,386 +5%
LPL Financial
5
LPL Financial
California
$67.8M +$46.4M +3,141,570 +231%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$61.8M +$53.5M +3,620,491 +707%
HNB
7
Huntington National Bank
Ohio
$32.8M
Prudential Financial
8
Prudential Financial
New Jersey
$31.3M +$4.38M +296,920 +16%
Invesco
9
Invesco
Georgia
$27.4M -$2.32M -157,236 -8%
Creative Planning
10
Creative Planning
Kansas
$26.2M -$673K -45,588 -3%
Ameriprise
11
Ameriprise
Minnesota
$25.1M +$2.9M +196,298 +13%
UBS Group
12
UBS Group
Switzerland
$24.5M +$6.39M +432,568 +36%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.4M -$876K -59,353 -4%
MSWM
14
Mader & Shannon Wealth Management
Missouri
$14.6M +$14.4M +975,722 New
CIA
15
Capital Investment Advisors
Georgia
$14.5M +$1.2M +80,951 +9%
WI
16
WBI Investments
New Jersey
$13.2M -$2.35M -159,228 -15%
GC
17
Guggenheim Capital
Illinois
$11.9M -$693K -46,911 -6%
AIG
18
American International Group
New York
$11.6M +$9.91M +670,862 +656%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$10.7M +$4.31M +291,721 +69%
GA
20
Geneva Advisors
Illinois
$10.5M +$10.4M +703,559 New
BMM
21
Buffington Mohr McNeal
Idaho
$9.75M -$31.1K -2,108 -0.3%
LPT
22
Legacy Private Trust
Wisconsin
$9.28M +$118K +7,975 +1%
FNBTCON
23
First National Bank & Trust Co of Newtown
Pennsylvania
$8.98M -$13.7K -930 -0.2%
CS
24
Credit Suisse
Switzerland
$8.4M -$1.54M -104,587 -16%
CC
25
Curian Capital
Colorado
$8.24M -$22.3M -1,508,010 -73%