Atria Wealth Solutions Inc. Trims Holdings in Invesco Preferred ETF (NYSEARCA:PGX)

Atria Wealth Solutions Inc. trimmed its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX) by 13.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 43,743 shares of the company’s stock after selling 6,650 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Invesco Preferred ETF were worth $502,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CWM LLC lifted its holdings in shares of Invesco Preferred ETF by 14.2% in the fourth quarter. CWM LLC now owns 38,289 shares of the company’s stock worth $439,000 after buying an additional 4,757 shares in the last quarter. Wealthspire Advisors LLC purchased a new position in Invesco Preferred ETF during the third quarter valued at approximately $2,054,000. Raymond James & Associates increased its holdings in Invesco Preferred ETF by 11.2% during the 4th quarter. Raymond James & Associates now owns 824,598 shares of the company’s stock worth $9,458,000 after acquiring an additional 83,095 shares during the period. Capital Analysts LLC boosted its holdings in Invesco Preferred ETF by 91.4% in the 4th quarter. Capital Analysts LLC now owns 3,465 shares of the company’s stock valued at $40,000 after purchasing an additional 1,655 shares during the period. Finally, Traverso Chambers Private Wealth Management LLC boosted its holdings in Invesco Preferred ETF by 2.3% in the 4th quarter. Traverso Chambers Private Wealth Management LLC now owns 577,155 shares of the company’s stock valued at $6,620,000 after purchasing an additional 12,902 shares during the period.

Invesco Preferred ETF Stock Performance

PGX opened at $11.61 on Monday. Invesco Preferred ETF has a one year low of $10.14 and a one year high of $12.06. The company has a fifty day moving average price of $11.74 and a 200-day moving average price of $11.46.

About Invesco Preferred ETF

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.