Golden State Wealth Management’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

Golden State Wealth Management’s Portfolio FBDC Stock Details FBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19K	Hold	70	–	–	﹤0.01%	1461
2026 Q1	$1.19K	Buy	+70	New	+$1.27K	﹤0.01%	1424

Other funds holding FBDC

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Golden State Wealth Management's FBDC Position: Q2 2026 in Review

Golden State Wealth Management held its FT Confluence BDC & Specialty Finance Income ETF (FBDC) position steady in Q2 2026 at 70 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Golden State Wealth Management first reported a position in FBDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19K in Q1 2026. 2 funds tracked by Wall St. Rank hold FBDC as of Q2 2026.

Golden State Wealth Management held 70 shares of FT Confluence BDC & Specialty Finance Income ETF worth $1.19K as of Q2 2026.
Golden State Wealth Management left its FT Confluence BDC & Specialty Finance Income ETF share count unchanged in Q2 2026.
FT Confluence BDC & Specialty Finance Income ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1461 holding.
Golden State Wealth Management first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q1 2026 and has held it in 2 quarters since.
Golden State Wealth Management's FT Confluence BDC & Specialty Finance Income ETF position peaked at $1.19K in Q1 2026.
2 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.