RWM
PGX icon

Rialto Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Rialto Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Hold
1,108
– – ﹤0.01% 447
2025
Q4 		$12.5K Hold
1,108
– – ﹤0.01% 424
2025
Q3 		$12.9K Hold
1,108
– – ﹤0.01% 397
2025
Q2 		$12.3K Hold
1,108
– – ﹤0.01% 399
2025
Q1 		$12.4K Hold
1,108
– – ﹤0.01% 386
2024
Q4 		$12.8K Buy
+1,108
New +$13.3K ﹤0.01% 371

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Rialto Wealth Management's PGX Position: Q1 2026 in Review

Rialto Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 1,108 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Rialto Wealth Management first reported a position in PGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Rialto Wealth Management held 1,108 shares of Invesco Preferred ETF worth $12.1K as of Q1 2026.
  • Rialto Wealth Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #447 holding.
  • Rialto Wealth Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Invesco Preferred ETF position peaked at $12.9K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.