Golden State Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,780	Closed	-$577K	–	1674
2025 Q4	$577K	Sell	13,780 -5,869	-30%	-$245K	0.06%	224
2025 Q3	$826K	Buy	19,649 +3,742	+24%	+$157K	0.09%	175
2025 Q2	$665K	Buy	15,907 +1,543	+11%	+$63.5K	0.08%	187
2025 Q1	$590K	Buy	14,364 +12,788	+811%	+$530K	0.09%	180
2024 Q4	$65.1K	Buy	+1,576	New	+$65.7K	0.01%	528
2020 Q4	–	Sell	-1,045	Closed	-$49K	–	319
2020 Q3	$49K	Buy	+1,045	New	+$49.4K	0.02%	329
2020 Q2	–	Sell	-1,045	Closed	-$44K	–	512
2020 Q1	$44K	Buy	+1,045	New	+$48.9K	0.02%	381
2019 Q4	–	Sell	-1,445	Closed	-$70K	–	447
2019 Q3	$70K	Hold	1,445	–	–	0.02%	366
2019 Q2	$69K	Sell	1,445 -3,973	-73%	-$191K	0.02%	392
2019 Q1	$259K	Buy	+5,418	New	+$256K	0.09%	190