Golden State Equity Partners’s Invesco Preferred ETF PGX Stock Holding History

Golden State Equity Partners’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 Q1	$283K	Buy	25,992 +12,996	+100%	+$147K	0.02%	590
2025 Q4	$146K	Hold	12,996	–	–	0.02%	485
2025 Q3	$151K	Hold	12,996	–	–	0.03%	442
2025 Q2	$145K	Sell	12,996 -4	-0%	-$44	0.03%	423
2025 Q1	$146K	Sell	13,000 -628	-5%	-$7.27K	0.03%	419
2024 Q4	$157K	Buy	+13,628	New	+$164K	0.03%	424
2024 Q3	–	Sell	-13,903	Closed	-$161K	–	876
2024 Q2	$161K	Buy	+13,903	New	+$161K	0.03%	393
2023 Q4	$156K	Hold	13,558	–	–	0.04%	348
2023 Q3	$148K	Hold	13,558	–	–	0.04%	323
2023 Q2	$154K	Buy	+13,558	New	+$154K	0.04%	353

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Golden State Equity Partners's PGX Position: Q1 2026 in Review

Golden State Equity Partners increased its Invesco Preferred ETF (PGX) stake by 100% in Q1 2026, buying an estimated $147K and bringing the position to 25,992 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #590.

Golden State Equity Partners first reported a position in PGX in Q2 2023 and has held it in 10 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Golden State Equity Partners held 25,992 shares of Invesco Preferred ETF worth $283K as of Q1 2026.
Golden State Equity Partners bought 12,996 Invesco Preferred ETF shares in Q1 2026, an estimated $147K.
Invesco Preferred ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #590 holding.
Golden State Equity Partners first reported a position in Invesco Preferred ETF in Q2 2023 and has held it in 10 quarters since.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.