Premier Path Wealth Partners LLC cut its holdings in shares of Invesco Financial Preferred ETF (NYSEARCA:PGF – Free Report) by 21.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,245 shares of the exchange traded fund’s stock after selling 2,722 shares during the period. Premier Path Wealth Partners LLC’s holdings in Invesco Financial Preferred ETF were worth $149,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of the business. GAMMA Investing LLC bought a new position in Invesco Financial Preferred ETF in the third quarter worth about $33,000. Avior Wealth Management LLC lifted its position in Invesco Financial Preferred ETF by 305.7% during the third quarter. Avior Wealth Management LLC now owns 3,006 shares of the exchange traded fund’s stock valued at $47,000 after acquiring an additional 2,265 shares during the last quarter. Farther Finance Advisors LLC acquired a new stake in Invesco Financial Preferred ETF in the third quarter valued at approximately $72,000. City Center Advisors LLC purchased a new position in Invesco Financial Preferred ETF in the fourth quarter worth $147,000. Finally, Pinnacle Associates Ltd. acquired a new position in shares of Invesco Financial Preferred ETF during the third quarter worth $157,000.
Invesco Financial Preferred ETF Trading Up 0.3 %
Shares of PGF opened at $14.74 on Monday. Invesco Financial Preferred ETF has a 12 month low of $14.25 and a 12 month high of $15.95. The stock has a fifty day moving average price of $14.87 and a 200-day moving average price of $15.16.
About Invesco Financial Preferred ETF
PowerShares Financial Preferred Portfolio (the Fund) is a non-diversified fund. The Fund is based on the Wells Fargo Hybrid and Preferred Financial Index (WHPSF Financial Index) (the Index). The Index tracks the performance of the United States-listed securities issued by financial institutions. The Index is rebalanced monthly.
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