Filing Research | INVESCO PREFERRED ETF Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	CARY STREET PARTNERS FINANCIAL LLC	Shares	932.6KSH	$10.1M
2	Trinity Legacy Partners, LLC	Shares	830.6KSH	$9.0M
3	Investors Research Corp	Shares	609.1KSH	$6.6M
4	Cordoba Advisory Partners LLC	Shares	465.6KSH	$5.0M
5	Sound Income Strategies, LLC	Shares	443.5KSH	$4.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	356.2KSH	$3.9M
7	Charles Schwab Trust Co	Shares	307.0KSH	$3.3M
8	FIRST HAWAIIAN BANK	Shares	278.3KSH	$3.0M
9	BRIGHTON SECURITIES CORP.	Shares	176.2KSH	$1.9M
10	ALBION FINANCIAL GROUP /UT	Shares	163.0KSH	$1.8M
11	RFG Advisory, LLC	Shares	119.2KSH	$1.3M
12	Wealth Advisory Solutions, LLC	Shares	118.4KSH	$1.3M
13	Independent Wealth Network Inc.	Shares	114.6KSH	$1.2M
14	MassMutual Private Wealth & Trust, FSB	Shares	104.5KSH	$1.1M
15	Shulman DeMeo Asset Management LLC	Shares	99.4KSH	$1.1M
16	Pines Wealth Management, LLC	Shares	86.5KSH	$937.3K
17	D.A. DAVIDSON & CO.	Shares	75.0KSH	$812.6K
18	Amicus Financial Advisors, LLC	Shares	73.0KSH	$791.7K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	70.8KSH	$767.8K
20	Aletheian Wealth Advisors LLC	Shares	62.8KSH	$680.3K
21	Wagner Wealth Management, LLC	Shares	57.2KSH	$620.0K
22	1620 INVESTMENT ADVISORS, INC.	Shares	54.3KSH	$589.0K
23	Christensen, King & Associates Investment Services, Inc.	Shares	53.1KSH	$575.3K
24	Coastwise Capital Group, LLC	Shares	52.8KSH	$572.4K
25	ROCKLAND TRUST CO	Shares	49.2KSH	$533.4K
26	Wealthcare Advisory Partners LLC	Shares	47.4KSH	$514.2K
27	Sequoia Financial Advisors, LLC	Shares	45.4KSH	$492.6K
28	Prospera Financial Services Inc	Shares	44.1KSH	$478.2K
29	Etesian Wealth Advisors, Inc.	Shares	43.8KSH	$474.8K
30	LANARK FINANCIAL, INC.	Shares	43.6KSH	$473.0K
31	Brookstone Capital Management	Shares	43.3KSH	$469.6K
32	FIDUCIARY ADVISORS, INC.	Shares	42.2KSH	$457.9K
33	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	42.0KSH	$454.8K
34	Nautilus Advisors LLC	Shares	40.7KSH	$441.5K
35	Ramiah Investment Group	Shares	40.7KSH	$440.8K
36	MeadowBrook Investment Advisors LLC	Shares	37.8KSH	$409.3K
37	Northstar Advisory Group, LLC	Shares	33.0KSH	$357.3K
38	OLD NATIONAL BANCORP /IN/	Shares	30.0KSH	$325.0K
39	Friedenthal Financial	Shares	29.1KSH	$315.7K
40	LANDAAS & CO /WI /ADV	Shares	26.0KSH	$281.7K
41	Sowell Financial Services LLC	Shares	25.8KSH	$279.4K
42	Accel Wealth Management	Shares	24.8KSH	$268.4K
43	TOMPKINS FINANCIAL CORP	Shares	23.7KSH	$257.0K
44	Crews Bank & Trust	Shares	23.3KSH	$252.1K
45	Mountain Hill Investment Partners Corp.	Shares	22.9KSH	$248.3K
46	Amplius Wealth Advisors, LLC	Shares	21.8KSH	$235.9K
47	Legacy Private Trust Co.	Shares	20.7KSH	$224.4K
48	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	20.6KSH	$223.3K
49	Founders Capital Management	Shares	20.3KSH	$220.5K
50	Valeo Financial Advisors, LLC	Shares	20.1KSH	$217.8K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 136 loaded

#		Instrument
1	Trinity Legacy Partners, LLC added	Shares	+94.4K	+$776.1K	$9.0M
2	Investors Research Corp added	Shares	+30.8K	+$310.7K	$6.6M
3	ALBION FINANCIAL GROUP /UT added	Shares	+22.2K	+$234.7K	$1.8M
4	Founders Capital Management new	Shares	+20.3K	+$220.5K	$220.5K
5	Wealth Advisory Solutions, LLC added	Shares	+15.4K	+$163.0K	$1.3M
6	SAPIENT CAPITAL LLC new	Shares	+12.2K	+$132.6K	$132.6K
7	Lansing Street Advisors new	Shares	+11.0K	+$119.3K	$119.3K
8	Aletheian Wealth Advisors LLC added	Shares	+8.6K	+$91.5K	$680.3K
9	BRIGHTON SECURITIES CORP. added	Shares	+8.4K	+$84.1K	$1.9M
10	Wealthcare Advisory Partners LLC added	Shares	+6.4K	+$67.6K	$514.2K
11	Brookstone Capital Management added	Shares	+6.3K	+$66.6K	$469.6K
12	Prospera Financial Services Inc added	Shares	+5.6K	+$59.2K	$478.2K
13	Cordoba Advisory Partners LLC added	Shares	+6.7K	+$54.0K	$5.0M
14	FIRST HAWAIIAN BANK added	Shares	+5.2K	+$45.2K	$3.0M
15	Pines Wealth Management, LLC added	Shares	+3.9K	+$39.1K	$937.3K
16	LANARK FINANCIAL, INC. added	Shares	+3.6K	+$37.0K	$473.0K
17	Amicus Financial Advisors, LLC added	Shares	+3.3K	+$32.5K	$791.7K
18	RFG Advisory, LLC added	Shares	+3.1K	+$29.4K	$1.3M
19	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+2.3K	+$24.3K	$198.8K
20	FIRST UNITED BANK & TRUST added	Shares	+1.9K	+$20.7K	$68.0K
21	GAMMA Investing LLC added	Shares	+1.2K	+$13.0K	$22.1K
22	HM PAYSON & CO new	Shares	+1.2K	+$12.8K	$12.8K
23	Independent Wealth Network Inc. added	Shares	+1.3K	+$9.2K	$1.2M
24	Ramiah Investment Group added	Shares	+666	+$5.6K	$440.8K
25	Coastwise Capital Group, LLC added	Shares	+535	+$3.7K	$572.4K
26	Robbins Farley added	Shares	+263	+$2.5K	$101.9K
27	Golden State Wealth Management, LLC new	Shares	+188	+$2.0K	$2.0K
28	Sowell Financial Services LLC added	Shares	+214	+$1.3K	$279.4K
29	Farrell Financial LLC added	Shares	+192	+$1.3K	$214.6K
30	Hoese & Co LLP new	Shares	+69	+$747	$747
31	Friedenthal Financial added	Shares	+148	+$445	$315.7K
32	StrongBox Wealth, LLC new	Shares	+34	+$369	$369
33	ATWOOD & PALMER INC new	Shares	+30	+$326	$326
34	Register Financial Advisors LLC added	Shares	+49	+$212	$85.1K
35	SOA Wealth Advisors, LLC. added	Shares	+23	+$191	$17.9K
36	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	$0	$12
37	Friday Financial unchanged	Shares	0	$0	$205.9K
38	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	$0	$0
39	PARK AVENUE SECURITIES LLC added	Shares	+121	$0	$297
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$1	$271
41	BARRETT & COMPANY, INC. unchanged	Shares	0	-$3	$715
42	Darwin Wealth Management, LLC unchanged	Shares	0	-$5	$1.4K
43	High Note Wealth, LLC unchanged	Shares	0	-$7	$1.7K
44	Wilkerson Advisory Group LLC unchanged	Shares	0	-$8	$2.2K
45	Princeton Global Asset Management LLC unchanged	Shares	0	-$16	$4.6K
46	Spire Wealth Management unchanged	Shares	0	-$18	$4.8K
47	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$18	$4.9K
48	ADIRONDACK TRUST CO unchanged	Shares	0	-$20	$5.4K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$28	$7.6K
50	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$29	$7.9K

Scroll to load more