Golden State Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-429	Closed	-$61K	–	1709
2025 Q4	$61K	Sell	429 -8	-2%	-$1.14K	0.01%	642
2025 Q3	$61.7K	Sell	437 -83	-16%	-$11.4K	0.01%	620
2025 Q2	$71K	Buy	520 +165	+46%	+$20.8K	0.01%	566
2025 Q1	$43K	Buy	355 +347	+4,338%	+$44.4K	0.01%	627
2024 Q4	$1.02K	Buy	+8	New	+$1.02K	﹤0.01%	1355

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

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

Golden State Wealth Management's QQEW Position: Q1 2026 in Review

Golden State Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q1 2026, closing a stake of 429 shares — an estimated $61K sold.

Golden State Wealth Management first reported a position in QQEW in Q4 2024 and held it in 5 quarters. The position peaked at $71K in Q2 2025. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

Golden State Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 429 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $61K.
Golden State Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2024 and held it in 5 quarters.
Golden State Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $71K in Q2 2025.
252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

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