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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Pinnacle Associates
New York
$478K -$204K -8,398 -30%
TWM
152
Tradition Wealth Management
Minnesota
$473K -$1.85K -76 -0.4%
SBH
153
Segall Bryant & Hamill
Illinois
$464K +$13.4K +550 +3%
HWM
154
HB Wealth Management
Georgia
$464K +$125K +5,124 +37%
FSA
155
Fort Sheridan Advisors
Illinois
$455K – – –
RPG
156
Risk Paradigm Group
Texas
$444K +$26K +1,068 +6%
PCM
157
Palouse Capital Management
Washington
$440K +$39K +1,604 +10%
ACM
158
AlphaStar Capital Management
North Carolina
$435K +$24.8K +1,020 +6%
1IA
159
1834 Investment Advisors
Wisconsin
$426K +$413 +17 +0.1%
FFA
160
Farther Finance Advisors
California
$426K +$172K +7,072 +68%
BLC
161
Brown, Lisle/Cummings
Rhode Island
$425K +$7.34K +302 +2%
PI
162
PFG Investments
New York
$408K +$2.07K +85 +0.5%
Truist Financial
163
Truist Financial
North Carolina
$406K +$40.6K +1,670 +11%
SPC
164
Sigma Planning Corp
Michigan
$405K -$23.8K -980 -6%
KA
165
Klingman & Associates
New York
$403K – – –
PHWM
166
Pine Harbor Wealth Management
Maryland
$391K – – –
RBFC
167
Roman Butler Fullerton & Co
Missouri
$381K – – –
CMMS
168
Comprehensive Money Management Services
Florida
$376K -$13K -535 -3%
DT
169
Diversified Trust
Tennessee
$374K – – –
EWM
170
Endowment Wealth Management
Wisconsin
$371K -$42.7K -1,754 -10%
CFG
171
Citizens Financial Group
Rhode Island
$366K +$14.8K +610 +4%
UIM
172
Unified Investment Management
Georgia
$357K +$730 +30 +0.2%
SOS
173
Silver Oak Securities
Tennessee
$353K -$257K -10,568 -42%
WKWM
174
Walter & Keenan Wealth Management
Indiana
$345K -$77.2K -3,176 -18%
RCAG
175
Rehmann Capital Advisory Group
Michigan
$342K +$3.79K +156 +1%