Invesco Financial Preferred ETF (PGF) Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC grew its stake in Invesco Financial Preferred ETF (NYSEARCA:PGF) by 30.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 69,292 shares of the exchange traded fund’s stock after purchasing an additional 16,033 shares during the quarter. AE Wealth Management LLC owned approximately 0.08% of Invesco Financial Preferred ETF worth $1,279,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Stuart Chaussee & Associates Inc. bought a new position in Invesco Financial Preferred ETF during the second quarter worth about $101,000. Wagner Wealth Management LLC increased its position in Invesco Financial Preferred ETF by 3,168.1% during the first quarter. Wagner Wealth Management LLC now owns 7,484 shares of the exchange traded fund’s stock worth $139,000 after acquiring an additional 7,255 shares during the period. Transamerica Financial Advisors Inc. increased its position in Invesco Financial Preferred ETF by 59.6% during the first quarter. Transamerica Financial Advisors Inc. now owns 10,475 shares of the exchange traded fund’s stock worth $195,000 after acquiring an additional 3,913 shares during the period. CAPROCK Group Inc. bought a new position in Invesco Financial Preferred ETF during the second quarter worth about $210,000. Finally, Regent Investment Management LLC bought a new position in Invesco Financial Preferred ETF during the second quarter worth about $211,000.

Shares of Invesco Financial Preferred ETF stock opened at $18.28 on Friday. Invesco Financial Preferred ETF has a 12-month low of $18.01 and a 12-month high of $19.11.

The company also recently disclosed a monthly dividend, which was paid on Friday, August 31st. Shareholders of record on Tuesday, August 21st were paid a dividend of $0.08 per share. The ex-dividend date was Monday, August 20th. This represents a $0.96 dividend on an annualized basis and a yield of 5.25%.

Invesco Financial Preferred ETF Company Profile

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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Institutional Ownership by Quarter for Invesco Financial Preferred ETF (NYSEARCA:PGF)

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