Golden State Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.37M	Sell	111,374 -4,584	-4%	-$179K	0.4%	53
2026 Q1	$4.45M	Sell	115,958 -64,025	-36%	-$2.52M	0.49%	40
2025 Q4	$6.96M	Buy	179,983 +3,366	+2%	+$131K	0.74%	26
2025 Q3	$7.04M	Sell	176,617 -4,826	-3%	-$192K	0.78%	27
2025 Q2	$7.25M	Sell	181,443 -2,675	-1%	-$105K	0.88%	23
2025 Q1	$7.4M	Sell	184,118 -2,249	-1%	-$87.8K	1.1%	19
2024 Q4	$6.96M	Buy	+186,367	New	+$7.17M	1.04%	20
2022 Q1	$1.61M	Sell	46,341 -342	-0.7%	-$11.6K	0.32%	65
2021 Q4	$1.68M	Buy	+46,683	New	+$1.58M	0.29%	60
2020 Q4	–	Sell	-2,983	Closed	-$82K	–	317
2020 Q3	$82K	Buy	+2,983	New	+$80.9K	0.03%	284
2020 Q2	–	Sell	-341	Closed	-$7K	–	509
2020 Q1	$7K	Buy	+341	New	+$9.03K	﹤0.01%	687

Other funds holding HUSV

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Golden State Wealth Management reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 4% in Q2 2026, selling an estimated $179K and leaving 111,374 shares worth $4.37M. The position accounts for 0.4% of the portfolio, ranked #53.

Golden State Wealth Management first reported a position in HUSV in Q1 2020 and has held it in 11 quarters since. The position peaked at $7.4M in Q1 2025. 17 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

Golden State Wealth Management held 111,374 shares of First Trust Horizon Managed Volatility Domestic ETF worth $4.37M as of Q2 2026.
Golden State Wealth Management sold 4,584 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $179K.
First Trust Horizon Managed Volatility Domestic ETF made up 0.4% of Golden State Wealth Management's portfolio in Q2 2026, its #53 holding.
Golden State Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2020 and has held it in 11 quarters since.
Golden State Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $7.4M in Q1 2025.
17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

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