Rockefeller Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Rockefeller Capital Management's PGX Position: Q2 2026 in Review
Rockefeller Capital Management reduced its Invesco Preferred ETF (PGX) stake by 5.3% in Q2 2026, selling an estimated $439K and leaving 711,465 shares worth $7.71M. The position accounts for 0.01% of the portfolio, ranked #812.
Rockefeller Capital Management first reported a position in PGX in Q1 2019 and has held it in 30 quarters since. The position peaked at $18.2M in Q2 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Rockefeller Capital Management held 711,465 shares of Invesco Preferred ETF worth $7.71M as of Q2 2026.
- Rockefeller Capital Management sold 39,812 Invesco Preferred ETF shares in Q2 2026, an estimated $439K.
- Invesco Preferred ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #812 holding.
- Rockefeller Capital Management first reported a position in Invesco Preferred ETF in Q1 2019 and has held it in 30 quarters since.
- Rockefeller Capital Management's Invesco Preferred ETF position peaked at $18.2M in Q2 2023.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.