GSWM
ESGL

Golden State Wealth Management’s Invesco ESG Revenue ETF ESGL Stock Holding History

Golden State Wealth Management’s Portfolio ESGL Stock Details ESGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,741
Closed -$56K – 1099
2019
Q3 		$56K Hold
1,741
– – 0.02% 402
2019
Q2 		$54K Buy
1,741
+206
+13% +$6.41K 0.02% 441
2019
Q1 		$48K Buy
+1,535
New +$46.5K 0.02% 455

Other funds holding ESGL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Golden State Wealth Management's ESGL Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco ESG Revenue ETF (ESGL) in Q4 2019, closing a stake of 1,741 shares — an estimated $56K sold.

Golden State Wealth Management first reported a position in ESGL in Q1 2019 and held it in 3 quarters. The position peaked at $56K in Q3 2019. 10 funds tracked by Wall St. Rank hold ESGL as of Q4 2019.

  • Golden State Wealth Management reported no remaining Invesco ESG Revenue ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,741 Invesco ESG Revenue ETF shares in Q4 2019, an estimated $56K.
  • Golden State Wealth Management first reported a position in Invesco ESG Revenue ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco ESG Revenue ETF position peaked at $56K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Invesco ESG Revenue ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.