Golden State Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF SHRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-423	Closed	-$17.2K	–	1673
2025 Q1	$17.2K	Buy	423 +1	+0.2%	+$41	﹤0.01%	840
2024 Q4	$16.8K	Buy	+422	New	+$17.5K	﹤0.01%	810

Other funds holding SHRY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PTC

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

Golden State Wealth Management's SHRY Position: Q2 2025 in Review

Golden State Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) in Q2 2025, closing a stake of 423 shares — an estimated $17.2K sold.

Golden State Wealth Management first reported a position in SHRY in Q4 2024 and held it in 2 quarters. The position peaked at $17.2K in Q1 2025. 16 funds tracked by Wall St. Rank hold SHRY as of Q2 2025.

Golden State Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 423 First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF shares in Q2 2025, an estimated $17.2K.
Golden State Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in Q4 2024 and held it in 2 quarters.
Golden State Wealth Management's First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF position peaked at $17.2K in Q1 2025.
16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.