Invesco Pfd

Pages

Invesco Pfd

$PGX

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
11221273
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Etf700Maintained0.000.0010,000.000.0014.29Form 13
Carroll Financial Associates, Inc.03-31-2021Etf3,841Increased0.580.0057,000.00-1.7214.84Form 13
Boothe Investment Group, Inc.03-31-2021Pfd Etf65,335Increased30.430.57980,000.0028.2715.00Form 13
Weaver Consulting Group03-31-2021Pfd Etf13,304Maintained0.000.12200,000.00-1.4815.03Form 13
Spotlight Asset Group, Inc.03-31-2021Pfd Etf0Liquidated!-100.000.000.000.000.00Form 13
Old Dominion Capital Management Inc03-31-2021Etf627,056New!0.002.199,406,000.000.0015.00Form 13
Trust Co03-31-2021Pfd Etf365New!0.000.005,000.000.0013.70Form 13
Larson Financial Group Llc03-31-2021Pfd Etf142Maintained0.000.002,000.000.0014.08Form 13
Old Port Advisors03-31-2021Pfd Etf13,890New!0.000.08208,000.000.0014.97Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Carnegie Capital Asset Management, Llc03-31-2021Pfd Etf11,450Increased12.920.01172,000.0010.9715.02Form 13
Winfield Associates, Inc.03-31-2021Etf10,490Maintained0.000.06157,000.00-1.8814.97Form 13
Cordasco Financial Network03-31-2021Pfd Etf8,812Maintained0.000.10132,000.00-1.4914.98Form 13
First Premier Bank03-31-2021Pfd Etf280,787Increased7.381.494,213,000.005.5945.11Form 13
Trilogy Capital Inc.03-31-2021Pfd Etf15,250New!0.000.02229,000.000.0015.02Form 13
Valeo Financial Advisors, Llc03-31-2021Etf42,871Increased12.890.03643,000.0010.8615.00Form 13
Huntington National Bank03-31-2021Exchange Traded7,252,001Increased725200000.001.31108,781,000.000.0045.01Form 13
Huntington National Bank03-31-2021Exchange Traded1Maintained0.000.000.000.000.00Form 13
Golden Green, Inc.03-31-2021Pfd Etf96,993Decreased-57.831.251,455,000.00-58.5515.00Form 13
Prairiewood Capital, Llc03-31-2021Pfd Etf155,019Increased11.352.132,325,000.009.4615.00Form 13
Farmers & Merchants Investments Inc03-31-2021Pfd Etf236New!0.000.004,000.000.0016.95Form 13
Buffington Mohr Mcneal03-31-2021Etf675,722Decreased-1.872.1710,136,000.00-3.5415.00Form 13
Hartford Financial Management Inc.03-31-2021Pfd Etf348,134Decreased-2.391.295,222,000.00-4.0615.00Form 13
Advisornet Financial, Inc03-31-2021Etf81,340Increased3.220.091,220,000.001.4115.00Form 13
Autus Asset Management, Llc03-31-2021Pfd Etf38,187Increased22.250.07572,000.0019.9244.93Form 13
Westside Investment Management, Inc.03-31-2021Com703New!0.000.0310,000.000.0014.22Form 13
Plimoth Trust Co Llc03-31-2021Pfd Stk722,841Increased1.363.2010,843,000.00-0.3630.01Form 13
Garrett Wealth Advisory Group, Llc03-31-2021Pfd Etf48,343Decreased-9.350.51725,000.00-10.9315.00Form 13
Sound Income Strategies, Llc03-31-2021Pfd Etf64,141Increased50.010.16962,108,000.00147,462.5814,999.89Form 13
Global Retirement Partners, Llc03-31-2021Pfd Etf355,015Increased7.920.625,325,000.006.0815.00Form 13
Reitz Capital Advisors Llc03-31-2021Pfd Etf282,906Increased7.033.144,244,000.005.2115.00Form 13
Kg&l Capital Management,llc03-31-2021Pfd Etf95,406Increased3.020.711,431,000.001.2715.00Form 13
Rba Wealth Management, Llc03-31-2021Pfd Etf0Liquidated!-100.000.000.000.000.00Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open13,284Increased0.280.10199,000.00-1.4914.98Form 13
Cva Family Office, Llc03-31-2021Pfd Etf21,940Maintained0.000.12329,000.00-1.7915.00Form 13
Heron Financial Group, Llc03-31-2021Pfd Etf365,279Increased30.353.335,483,000.0031.2415.01Form 13
Advisors Management Group Inc /adv03-31-2021Pfd Etf74,141New!0.000.351,112,000.000.0015.00Form 13
Optimum Investment Advisors03-31-2021Pfd Etf120,927Decreased-3.870.531,814,000.00-5.5215.00Form 13
Peoples Financial Services Corp.03-31-2021Mutual Funds-etf Equities4,000Maintained0.000.0360,000.00-1.6415.00Form 13
Valicenti Advisory Services Inc03-31-2021Com286,622Increased1.711.284,299,000.00-0.0215.00Form 13
Mcdonald Partners Llc03-31-2021Pfd Etf155,332Increased18.570.472,330,000.0016.5615.00Form 13
Cohen Klingenstein Llc03-31-2021Com40,000Maintained0.000.03600,000.00-1.6415.00Form 13
Iowa State Bank03-31-2021Com817,302Increased21.833.6912,260,000.0019.7730.06Form 13
Rainey & Randall Investment Management Inc.03-31-2021Pfd Etf11,432New!0.000.09171,000.000.0014.96Form 13
Gps Wealth Strategies Group, Llc03-31-2021Mf Closed And Mf Open10,461New!0.000.05156,000.000.0014.91Form 13
Traverso Chambers Private Wealth Management, Llc03-31-2021Pfd Etf324,485Increased4.331.644,867,000.002.5515.00Form 13
Atticus Wealth Management, Llc03-31-2021Pfd Etf298,601Increased8.912.144,479,000.007.0530.16Form 13
Wolff Wiese Magana Llc03-31-2021Pfd Etf561Maintained0.000.018,000.00-11.1114.26Form 13
Allegiant Private Advisors, Llc03-31-2021Pfd Etf74,700Maintained0.000.201,121,000.00-1.6715.01Form 13
City Holding Co03-31-2021Preferred Mut Fd142New!0.000.002,000.000.0014.08Form 13
Country Trust Bank03-31-2021Etf - Fixed340New!0.000.005,000.000.0014.71Form 13
Harbor Investment Advisory, Llc03-31-2021Etf28,905Increased13.540.07434,000.0011.8615.01Form 13
Next Financial Group, Inc03-31-2021Pfd Etf12,068Decreased-4.400.02181,000.00-6.2232.53Form 13
Tpg Financial Advisors, Llc03-31-2021Pfd Etf12,400Decreased-38.030.11186,000.00-39.0215.00Form 13
Cra Financial Services, Llc03-31-2021Pfd Etf10,000Maintained0.000.06150,000.00-1.9615.00Form 13