Prospect Financial Group’s Xtrackers California Municipal Bonds ETF CA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-14,104
Closed -$350K 71
2026
Q1
$350K Hold
14,104
0.32% 42
2025
Q4
$352K Hold
14,104
0.33% 42
2025
Q3
$351K Hold
14,104
0.34% 42
2025
Q2
$343K Hold
14,104
0.36% 41
2025
Q1
$348K Buy
+14,104
New +$351K 0.44% 40

Prospect Financial Group's CA Position: Q2 2026 in Review

Prospect Financial Group sold out of Xtrackers California Municipal Bonds ETF (CA) in Q2 2026, closing a stake of 14,104 shares — an estimated $350K sold.

Prospect Financial Group first reported a position in CA in Q1 2025 and held it in 5 quarters. The position peaked at $352K in Q4 2025. 0 funds tracked by Wall St. Rank hold CA as of Q2 2026.

  • Prospect Financial Group reported no remaining Xtrackers California Municipal Bonds ETF position as of Q2 2026 after selling out during the quarter.
  • Prospect Financial Group sold 14,104 Xtrackers California Municipal Bonds ETF shares in Q2 2026, an estimated $350K.
  • Prospect Financial Group first reported a position in Xtrackers California Municipal Bonds ETF in Q1 2025 and held it in 5 quarters.
  • Prospect Financial Group's Xtrackers California Municipal Bonds ETF position peaked at $352K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Xtrackers California Municipal Bonds ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.