BWP
GPRF

Balboa Wealth Partners’s Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF GPRF Stock Holding History

Balboa Wealth Partners’s Portfolio GPRF Stock Details GPRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Buy
4,739
+495
+12% +$25.1K 0.04% 366
2025
Q4 		$215K Sell
4,244
-176
-4% -$8.97K 0.04% 365
2025
Q3 		$227K Buy
+4,420
New +$225K 0.04% 329
2025
Q2 		– Sell
-7,543
Closed -$378K – 411
2025
Q1 		$378K Buy
+7,543
New +$382K 0.09% 160

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SF
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NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return