Premier Path Wealth Partners LLC cut its holdings in Invesco Financial Preferred ETF (NYSEARCA:PGF – Free Report) by 21.0% in 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 quarter. Premier Path Wealth Partners LLC’s holdings in Invesco Financial Preferred ETF were worth $149,000 at the end of the most recent quarter.
Other large investors also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its stake in shares of Invesco Financial Preferred ETF by 23,087.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 873,248 shares of the exchange traded fund’s stock valued at $13,675,000 after purchasing an additional 869,482 shares during the last quarter. Cim LLC lifted its position in Invesco Financial Preferred ETF by 2.6% in the second quarter. Cim LLC now owns 406,390 shares of the exchange traded fund’s stock worth $6,279,000 after buying an additional 10,263 shares during the last quarter. Sterneck Capital Management LLC boosted its stake in Invesco Financial Preferred ETF by 3.0% during the third quarter. Sterneck Capital Management LLC now owns 92,245 shares of the exchange traded fund’s stock worth $1,445,000 after buying an additional 2,690 shares during the period. Farther Finance Advisors LLC bought a new position in Invesco Financial Preferred ETF during the third quarter valued at $72,000. Finally, Captrust Financial Advisors raised its stake in shares of Invesco Financial Preferred ETF by 1.7% in the third quarter. Captrust Financial Advisors now owns 45,022 shares of the exchange traded fund’s stock valued at $705,000 after acquiring an additional 752 shares during the period.
Invesco Financial Preferred ETF Stock Up 0.3 %
PGF stock 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 company has a 50-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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