Rothschild Investment LLC’s Invesco Preferred ETF PGX Stock Holding History

Rothschild Investment LLC’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	$7.01K	Hold	647	–	–	﹤0.01%	2091
2026 Q1	$7.04K	Hold	647	–	–	﹤0.01%	1881
2025 Q4	$7.27K	Hold	647	–	–	﹤0.01%	1707
2025 Q3	$7.5K	Hold	647	–	–	﹤0.01%	1545
2025 Q2	$7.2K	Hold	647	–	–	﹤0.01%	1348
2025 Q1	$7.26K	Hold	647	–	–	﹤0.01%	1276
2024 Q4	$7.46K	Hold	647	–	–	﹤0.01%	1219
2024 Q3	$7.99K	Hold	647	–	–	﹤0.01%	1170
2024 Q2	$7.47K	Hold	647	–	–	﹤0.01%	1150
2024 Q1	$7.69K	Buy	+647	New	+$7.62K	﹤0.01%	1089

Other funds holding PGX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Rothschild Investment LLC's PGX Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 647 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Rothschild Investment LLC first reported a position in PGX in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.99K in Q3 2024. 253 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Rothschild Investment LLC held 647 shares of Invesco Preferred ETF worth $7.01K as of Q2 2026.
Rothschild Investment LLC left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2091 holding.
Rothschild Investment LLC first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Invesco Preferred ETF position peaked at $7.99K in Q3 2024.
253 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.