GSWM
DVOP

Golden State Wealth Management’s Source Dividend Opportunity ETF DVOP Stock Holding History

Golden State Wealth Management’s Portfolio DVOP Stock Details DVOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-64,493
Closed -$1.61M – 1034
2019
Q4 		$1.61M Buy
+64,493
New +$1.61M 0.31% 23

Other funds holding DVOP

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Golden State Wealth Management's DVOP Position: Q1 2020 in Review

Golden State Wealth Management sold out of Source Dividend Opportunity ETF (DVOP) in Q1 2020, closing a stake of 64,493 shares — an estimated $1.61M sold.

Golden State Wealth Management first reported a position in DVOP in Q4 2019 and held it in 1 quarter. The position peaked at $1.61M in Q4 2019. 4 funds tracked by Wall St. Rank hold DVOP as of Q1 2020.

  • Golden State Wealth Management reported no remaining Source Dividend Opportunity ETF position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 64,493 Source Dividend Opportunity ETF shares in Q1 2020, an estimated $1.61M.
  • Golden State Wealth Management first reported a position in Source Dividend Opportunity ETF in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Source Dividend Opportunity ETF position peaked at $1.61M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Source Dividend Opportunity ETF as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.