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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$1.46M +$31.9K +1,310 +2%
JIR
102
James Investment Research
Ohio
$1.41M
SAS
103
Stelac Advisory Services
New York
$1.27M
CHAM
104
Clear Harbor Asset Management
Connecticut
$1.03M +$127K +5,235 +14%
ABWM
105
Alpine Bank Wealth Management
Colorado
$974K +$165K +6,791 +20%
BVP
106
Bristlecone Value Partners
California
$944K +$51.6K +2,122 +6%
DCM
107
Delta Capital Management
New Jersey
$926K +$45.7K +1,880 +5%
AC
108
AlphaCore Capital
California
$918K +$27.9K +1,149 +3%
EGM
109
Engineers Gate Manager
New York
$907K +$131K +5,403 +17%
SPIA
110
Steward Partners Investment Advisory
New York
$903K -$25.4K -1,046 -3%
Mariner
111
Mariner
Kansas
$888K -$2.68M -110,412 -75%
KWMG
112
King Wealth Management Group
Florida
$876K -$14.8K -609 -2%
GIA
113
Gladstone Institutional Advisory
Florida
$846K -$93.1K -3,827 -10%
BAM
114
Belpointe Asset Management
Nevada
$845K +$514K +21,129 +155%
Cerity Partners
115
Cerity Partners
New York
$836K +$3.04K +125 +0.4%
BPA
116
Beacon Pointe Advisors
California
$823K +$824K +33,874 New
WIP
117
WealthCare Investment Partners
Rhode Island
$812K +$114K +4,703 +16%
I
118
INVST
Indiana
$800K +$65K +2,675 +9%
OC
119
Oppenheimer & Co
New York
$787K +$135K +5,537 +21%
DWM
120
Diversify Wealth Management
Utah
$783K -$5.3K -218 -0.7%
DAS
121
Diversify Advisory Services
Utah
$783K +$524K +21,537 +198%
KPWS
122
Kestra Private Wealth Services
Texas
$779K -$46.4K -1,910 -6%
BHBT
123
Burke & Herbert Bank & Trust
Virginia
$779K -$19.3K -795 -2%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$765K +$26.6K +1,093 +4%
GRP
125
Global Retirement Partners
California
$762K +$762K +31,354 New