Golden State Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25M | Sell |
181,443
-2,675
| -1% | -$107K | 0.88% | 23 |
|
|
2025
Q1 | $7.4M | Sell |
184,118
-2,249
| -1% | -$90.4K | 1.1% | 19 |
|
|
2024
Q4 | $6.96M | Buy |
+186,367
| New | +$6.96M | 1.04% | 20 |
|
|
2022
Q1 | $1.61M | Sell |
46,341
-342
| -0.7% | -$11.9K | 0.32% | 65 |
|
|
2021
Q4 | $1.68M | Buy |
+46,683
| New | +$1.68M | 0.29% | 60 |
|
|
2020
Q4 | – | Sell |
-2,983
| Closed | -$82K | – | 317 |
|
|
2020
Q3 | $82K | Buy |
+2,983
| New | +$82K | 0.03% | 284 |
|
|
2020
Q2 | – | Sell |
-341
| Closed | -$7K | – | 496 |
|
|
2020
Q1 | $7K | Buy |
+341
| New | +$7K | ﹤0.01% | 687 |
|