Aprio Wealth Management LLC Purchases New Stake in Invesco Financial Preferred ETF (NYSEARCA:PGF)

Aprio Wealth Management LLC purchased a new stake in Invesco Financial Preferred ETF (NYSEARCA:PGF – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,605 shares of the exchange traded fund’s stock, valued at approximately $153,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. LPL Financial LLC raised its holdings in Invesco Financial Preferred ETF by 4.4% in the second quarter. LPL Financial LLC now owns 1,245,506 shares of the exchange traded fund’s stock valued at $19,355,000 after acquiring an additional 52,856 shares in the last quarter. Rockefeller Capital Management L.P. raised its holdings in Invesco Financial Preferred ETF by 2.3% in the third quarter. Rockefeller Capital Management L.P. now owns 595,803 shares of the exchange traded fund’s stock valued at $8,960,000 after acquiring an additional 13,273 shares in the last quarter. Royal Bank of Canada raised its holdings in Invesco Financial Preferred ETF by 18.0% in the first quarter. Royal Bank of Canada now owns 585,691 shares of the exchange traded fund’s stock valued at $9,910,000 after acquiring an additional 89,270 shares in the last quarter. Custos Family Office LLC raised its holdings in Invesco Financial Preferred ETF by 3.0% in the third quarter. Custos Family Office LLC now owns 348,395 shares of the exchange traded fund’s stock valued at $5,240,000 after acquiring an additional 10,258 shares in the last quarter. Finally, North Star Investment Management Corp. raised its holdings in Invesco Financial Preferred ETF by 11.7% in the third quarter. North Star Investment Management Corp. now owns 337,639 shares of the exchange traded fund’s stock valued at $5,078,000 after acquiring an additional 35,369 shares in the last quarter.

Invesco Financial Preferred ETF Stock Down 3.8 %

PGF opened at $14.10 on Friday. Invesco Financial Preferred ETF has a 12-month low of $13.72 and a 12-month high of $16.96. The firm’s fifty day moving average price is $15.55 and its 200 day moving average price is $15.14.

Invesco Financial Preferred ETF Profile

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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.