Golden State Wealth Management’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Sell	2,444 -330	-12%	-$14.7K	0.01%	554
2026 Q1	$113K	Hold	2,774	–	–	0.01%	488
2025 Q4	$146K	Hold	2,774	–	–	0.02%	443
2025 Q3	$159K	Hold	2,774	–	–	0.02%	418
2025 Q2	$149K	Buy	2,774 +100	+4%	+$4.79K	0.02%	406
2025 Q1	$117K	Sell	2,674 -450	-14%	-$21.5K	0.02%	408
2024 Q4	$144K	Buy	+3,124	New	+$142K	0.02%	372
2020 Q4	–	Sell	-1,610	Closed	-$71K	–	361
2020 Q3	$71K	Buy	+1,610	New	+$67.4K	0.02%	300
2020 Q2	–	Sell	-2,210	Closed	-$55K	–	672
2020 Q1	$55K	Buy	+2,210	New	+$59.8K	0.02%	347
2019 Q4	–	Sell	-1,950	Closed	-$46K	–	656
2019 Q3	$46K	Sell	1,950 -1,300	-40%	-$32.3K	0.02%	451
2019 Q2	$81K	Buy	3,250 +50	+2%	+$1.23K	0.03%	360
2019 Q1	$77K	Buy	+3,200	New	+$71.9K	0.03%	364

Other funds holding OGIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

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

Golden State Wealth Management reduced its ALPS O'Shares Global Internet Giants ETF (OGIG) stake by 12% in Q2 2026, selling an estimated $14.7K and leaving 2,444 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #554.

Golden State Wealth Management first reported a position in OGIG in Q1 2019 and has held it in 12 quarters since. The position peaked at $159K in Q3 2025. 23 funds tracked by Wall St. Rank hold OGIG as of Q2 2026.

Golden State Wealth Management held 2,444 shares of ALPS O'Shares Global Internet Giants ETF worth $109K as of Q2 2026.
Golden State Wealth Management sold 330 ALPS O'Shares Global Internet Giants ETF shares in Q2 2026, an estimated $14.7K.
ALPS O'Shares Global Internet Giants ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #554 holding.
Golden State Wealth Management first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's ALPS O'Shares Global Internet Giants ETF position peaked at $159K in Q3 2025.
23 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2026.

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