Golden State Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 129 shares of PGX stock, worth $1,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares

129

Previous 129 -0.0%

Holding current value

$1,465

Previous $1.44 Million 4.18%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$11.22 - $11.8 $1,447 - $1,522	-129 Reduced 50.0%	129 $1.45 Million
Q1 2025 Apr 23, 2025	BUY	$11.22 - $11.8 $1,447 - $1,522	129 Added 100.0%	258 $2,000
Q4 2024 Jan 28, 2025	BUY	$11.42 - $12.5 $1,473 - $1,612	129 New	129 $1.49 Million
Q4 2020 Jan 28, 2021	SELL	$14.64 - $15.27 $152,958 - $159,540	-10,448 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$14.18 - $14.94 $219,378 - $231,136	-15,471 Reduced 59.69%	10,448 $154,000

Q2 2020 Aug 13, 2020	BUY	$12.54 - $14.56 $325,024 - $377,380	25,919 New	25,919 $366,000
Q2 2020 Aug 11, 2020	SELL	$12.54 - $14.56 $323,669 - $375,808	-25,811 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$10.01 - $15.25 $258,368 - $393,617	25,811 New	25,811 $340,000

Others Institutions Holding PGX

# of Institutions

475

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

Golden State Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History