American Foundation for the Blind

Petra Financial Advisors Expands Portfolio Across ETFs, Stocks

Petra Financial Advisors Inc. expanded its portfolio in Q1 by initiating positions or increasing stakes across several securities, including 13,757 shares of the Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ), 13,640 shares of Fidelity Enhanced Small Cap ETF (FESM), 53,350 shares of AllianceBernstein National Municipal Income Fund (AFB), 2,929 shares of Marathon Petroleum (MPC), and 6,509 shares of Valero Energy (VLO). The moves were part of broader activity in multiple funds and stocks as other institutions also adjusted their holdings in these securities.