Golden State Equity Partners’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Golden State Equity Partners’s Portfolio HUSV Stock Details HUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-35,644	Closed	-$1.37M	–	954
2026 Q1	$1.37M	Sell	35,644 -3,912	-10%	-$154K	0.1%	222
2025 Q4	$1.54M	Sell	39,556 -49,117	-55%	-$1.91M	0.25%	82
2025 Q3	$3.53M	Buy	88,673 +7,923	+10%	+$315K	0.6%	32
2025 Q2	$3.22M	Sell	80,750 -8,036	-9%	-$317K	0.6%	31
2025 Q1	$3.54M	Sell	88,786 -10,793	-11%	-$421K	0.7%	27
2024 Q4	$3.72M	Sell	99,579 -47,115	-32%	-$1.81M	0.71%	24
2024 Q3	$5.61M	Buy	146,694 +15,961	+12%	+$590K	2.95%	4
2024 Q2	$4.62M	Buy	+130,733	New	+$4.57M	0.96%	17
2023 Q4	$4.81M	Sell	143,471 -17,228	-11%	-$556K	1.17%	15
2023 Q3	$5.04M	Buy	160,699 +137,992	+608%	+$4.48M	1.4%	11
2023 Q2	$734K	Sell	22,707 -46,607	-67%	-$1.51M	0.21%	120
2023 Q1	$2.23M	Buy	+69,314	New	+$2.24M	1.21%	19
2022 Q1	$3.92M	Buy	112,678 +3,240	+3%	+$110K	1.97%	8
2021 Q4	$3.93M	Sell	109,438 -70,990	-39%	-$2.4M	1.98%	10
2021 Q3	$5.76M	Sell	180,428 -5,264	-3%	-$174K	2.35%	6
2021 Q2	$5.9M	Buy	185,692 +42,412	+30%	+$1.34M	2.27%	6
2021 Q1	$4.3M	Buy	143,280 +93,698	+189%	+$2.69M	2.45%	4
2020 Q4	$1.43M	Buy	+49,582	New	+$1.4M	0.99%	32

Other funds holding HUSV

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Golden State Equity Partners sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2026, closing a stake of 35,644 shares — an estimated $1.37M sold.

Golden State Equity Partners first reported a position in HUSV in Q4 2020 and held it in 18 quarters. The position peaked at $5.9M in Q2 2021. 17 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 35,644 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $1.37M.
Golden State Equity Partners first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2020 and held it in 18 quarters.
Golden State Equity Partners's First Trust Horizon Managed Volatility Domestic ETF position peaked at $5.9M in Q2 2021.
17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

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