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

Rockwood 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 Q2	$114K	Hold	10,535	–	–	0.01%	131
2026 Q1	$115K	Hold	10,535	–	–	0.01%	115
2025 Q4	$118K	Buy	+10,535	New	+$120K	0.01%	116

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Rockwood Wealth Management's PGX Position: Q2 2026 in Review

Rockwood Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 10,535 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #131.

Rockwood Wealth Management first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $118K in Q4 2025. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Rockwood Wealth Management held 10,535 shares of Invesco Preferred ETF worth $114K as of Q2 2026.
Rockwood Wealth Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #131 holding.
Rockwood Wealth Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Rockwood Wealth Management's Invesco Preferred ETF position peaked at $118K in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.