GSWM
FIXD icon

Golden State Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Golden State Wealth Management’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Sell
2,944
-15,159
-84% -$671K 0.01% 464
2025
Q4 		$802K Buy
18,103
+37
+0.2% +$1.65K 0.08% 182
2025
Q3 		$803K Sell
18,066
-33,685
-65% -$1.48M 0.09% 177
2025
Q2 		$2.27M Sell
51,751
-2,072
-4% -$90K 0.28% 73
2025
Q1 		$2.36M Sell
53,823
-11,163
-17% -$484K 0.35% 60
2024
Q4 		$2.79M Buy
+64,986
New +$2.85M 0.42% 53
2022
Q1 		$971K Sell
19,575
-3,939
-17% -$202K 0.19% 106
2021
Q4 		$1.25M Buy
23,514
+19,706
+517% +$1.05M 0.22% 99
2021
Q3 		$204K Buy
+3,808
New +$206K 0.04% 292

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return