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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
101
Walter & Keenan Wealth Management
Indiana
$979K +$39.4K +1,620 +4%
WTC
102
WhitTier Trust Company
Nevada
$964K -$13.8K -567 -1%
GIA
103
Gladstone Institutional Advisory
Florida
$943K -$204K -8,388 -18%
PA
104
Pinnacle Associates
New York
$911K -$79.8K -3,279 -8%
DCM
105
Delta Capital Management
New Jersey
$907K -$108K -4,450 -11%
PIWA
106
Prevail Innovative Wealth Advisors
Kansas
$887K +$263K +10,832 +42%
Corient Private Wealth
107
Corient Private Wealth
Florida
$884K +$92.6K +3,805 +12%
CHAM
108
Clear Harbor Asset Management
Connecticut
$861K +$34.1K +1,400 +4%
JWCA
109
J.W. Coons Advisors
Ohio
$822K -$14K -575 -2%
ONB
110
Old National Bancorp
Indiana
$802K
ASN
111
Advisory Services Network
Georgia
$795K -$165K -6,787 -17%
AC
112
AlphaCore Capital
California
$781K +$783K +32,202 New
Jones Financial Companies
113
Jones Financial Companies
Missouri
$779K +$82.3K +3,383 +12%
PHS
114
Pekin Hardy Strauss
Illinois
$774K
AWS
115
Atria Wealth Solutions
New York
$724K +$97.1K +3,990 +15%
VRM
116
Vectors Research Management
New York
$717K +$53.5K +2,200 +8%
CC
117
Courier Capital
New York
$626K -$253K -10,398 -29%
GAM
118
Gotham Asset Management
New York
$616K +$618K +25,396 New
SWM
119
SK Wealth Management
Rhode Island
$614K -$8.15K -335 -1%
PCM
120
Prelude Capital Management
New York
$606K +$608K +25,000 New
Bank of New York Mellon
121
Bank of New York Mellon
New York
$606K +$22.2K +911 +4%
OC
122
Oppenheimer & Co
New York
$602K -$21.6K -889 -3%
KA
123
Klingman & Associates
New York
$601K -$31.6K -1,300 -5%
AAS
124
Avantax Advisory Services
Texas
$600K -$29.6K -1,215 -5%
SOS
125
Silver Oak Securities
Tennessee
$593K -$3.62K -149 -0.6%