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Invesco Financial Preferred Et other shares owned by Caprock

Quarter-by-quarter ownership of Invesco Financial Preferred Et other (PGF) shares owned by Caprock from 13F filings

Historical chart of Caprock investment in Invesco Financial Preferred Et other

Tip: Access up to 7 years of quarterly data

All positions including Invesco Financial Preferred Et other held by Caprock consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Financial Preferred Et other by Caprock

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 26k 14.44
2025-03-31 $374k 26k 14.28
2024-12-31 $382k 26k 14.55
2024-09-30 $412k 26k 15.66
2018-06-30 $210k 11k 18.47

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Top funds holding Invesco Financial Preferred Et other

Morgan Stanley
UBS Group
LPL Financial
Wells Fargo & Company
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Investors Research Corp
North Star Investment Management
Signal Advisors Wealth
Janney Montgomery Scott
Wealth Advisory Solutions
Sterneck Capital Management
Royal Bank of Canada
Raymond James Financial
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