Golden State Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Golden State Wealth Management’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	$2.05K	Buy	+188	New	+$2.07K	﹤0.01%	1389
2026 Q1	–	Sell	-129	Closed	-$1.45K	–	1704
2025 Q4	$1.45K	Hold	129	–	–	﹤0.01%	1447
2025 Q3	$1.5K	Hold	129	–	–	﹤0.01%	1442
2025 Q2	$1.44K	Hold	129	–	–	﹤0.01%	1396
2025 Q1	$1.45K	Hold	129	–	–	﹤0.01%	1370
2024 Q4	$1.49K	Buy	+129	New	+$1.55K	﹤0.01%	1293
2020 Q4	–	Sell	-10,448	Closed	-$154K	–	367
2020 Q3	$154K	Sell	10,448 -15,471	-60%	-$227K	0.05%	216
2020 Q2	$366K	Buy	25,919 +108	+0.4%	+$1.51K	0.09%	136
2020 Q1	$340K	Buy	+25,811	New	+$371K	0.15%	105
2019 Q4	–	Sell	-26,774	Closed	-$402K	–	683
2019 Q3	$402K	Buy	26,774 +107	+0.4%	+$1.59K	0.13%	123
2019 Q2	$390K	Sell	26,667 -1,021	-4%	-$14.9K	0.12%	144
2019 Q1	$401K	Buy	+27,688	New	+$394K	0.13%	136

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 Wealth Management's PGX Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 188 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in PGX as recently as Q4 2025.

Golden State Wealth Management first reported a position in PGX in Q1 2019 and has held it in 12 quarters since. The position peaked at $402K in Q3 2019. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Golden State Wealth Management held 188 shares of Invesco Preferred ETF worth $2.05K as of Q2 2026.
Invesco Preferred ETF was a new Golden State Wealth Management position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1389 holding.
Golden State Wealth Management first reported a position in Invesco Preferred ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Invesco Preferred ETF position peaked at $402K in Q3 2019.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.