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Golden State Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Golden State Wealth Management’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$773K Sell
25,955
-4,271
-14% -$136K 0.08% 193
2025
Q4 		$997K Buy
30,226
+26,730
+765% +$887K 0.11% 156
2025
Q3 		$113K Buy
+3,496
New +$107K 0.01% 477

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AI
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PFGIA
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AssetMark Inc
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
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Osaic Holdings
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Envestnet Asset Management
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Golden State Wealth Management's ILDR Position: Q1 2026 in Review

Golden State Wealth Management reduced its First Trust Innovation Leaders ETF (ILDR) stake by 14% in Q1 2026, selling an estimated $136K and leaving 25,955 shares worth $773K. The position accounts for 0.08% of the portfolio, ranked #193.

Golden State Wealth Management first reported a position in ILDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $997K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Golden State Wealth Management held 25,955 shares of First Trust Innovation Leaders ETF worth $773K as of Q1 2026.
  • Golden State Wealth Management sold 4,271 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $136K.
  • First Trust Innovation Leaders ETF made up 0.08% of Golden State Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Golden State Wealth Management first reported a position in First Trust Innovation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's First Trust Innovation Leaders ETF position peaked at $997K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.