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
Q2 		– Sell
-4,739
Closed -$236K – 507
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

Other funds holding GPRF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Balboa Wealth Partners's GPRF Position: Q2 2026 in Review

Balboa Wealth Partners sold out of Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF (GPRF) in Q2 2026, closing a stake of 4,739 shares — an estimated $236K sold.

Balboa Wealth Partners first reported a position in GPRF in Q1 2025 and held it in 4 quarters. The position peaked at $378K in Q1 2025. 9 funds tracked by Wall St. Rank hold GPRF as of Q2 2026.

  • Balboa Wealth Partners reported no remaining Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,739 Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF shares in Q2 2026, an estimated $236K.
  • Balboa Wealth Partners first reported a position in Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF in Q1 2025 and held it in 4 quarters.
  • Balboa Wealth Partners's Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF position peaked at $378K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.