Atria Wealth Solutions Inc. trimmed its position in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,589 shares of the company’s stock after selling 944 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Invesco Preferred ETF were worth $433,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Wilmington Savings Fund Society FSB bought a new position in shares of Invesco Preferred ETF during the 3rd quarter valued at about $31,000. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Invesco Preferred ETF by 299.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 2,793 shares of the company’s stock worth $32,000 after buying an additional 2,093 shares during the last quarter. Kentucky Trust Co acquired a new stake in Invesco Preferred ETF during the 4th quarter worth approximately $36,000. Roxbury Financial LLC bought a new position in Invesco Preferred ETF during the fourth quarter worth about $42,000. Finally, Benjamin Edwards Inc. acquired a new stake in Invesco Preferred ETF during the third quarter worth approximately $127,000.
Invesco Preferred ETF Trading Down 0.4 %
Shares of Invesco Preferred ETF stock opened at $11.64 on Friday. The firm’s 50-day moving average price is $11.59 and its two-hundred day moving average price is $11.93. Invesco Preferred ETF has a 12-month low of $11.23 and a 12-month high of $12.54.
Invesco Preferred ETF Profile
The PowerShares Preferred Portfolio (Fund) is based on The BofA Merrill Lynch Core Fixed Rate Preferred Securities Index (Index). The Fund normally invest at least 90% of its total assets in securities that comprise the Index. The Index is designed to replicate the total return of a diversified group of investment-grade preferred securities.
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