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Golden State Wealth Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Golden State Wealth Management’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
+61,012
New +$1.38M 0.13% 159

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RA
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GSC
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RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CCM
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CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 61,012 shares worth $1.41M. The stake represents 0.13% of the portfolio and ranks #159 among its holdings.

28 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Golden State Wealth Management held 61,012 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.41M as of Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Golden State Wealth Management position in Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #159 holding.
  • 28 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

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