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 Q2	–	Sell	-25,992	Closed	-$283K	–	1339
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	Sell	13,628 -278	-2%	-$3.34K	0.03%	424
2024 Q3	$172K	Buy	13,906 +3	+0%	+$36	0.03%	416
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 $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Golden State Equity Partners's PGX Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 25,992 shares — an estimated $283K sold.

Golden State Equity Partners first reported a position in PGX in Q2 2023 and held it in 11 quarters. The position peaked at $283K in Q1 2026. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 25,992 Invesco Preferred ETF shares in Q2 2026, an estimated $283K.
Golden State Equity Partners first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's Invesco Preferred ETF position peaked at $283K in Q1 2026.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.