GSWM
SQLV icon

Golden State Wealth Management’s Royce Quant Small-Cap Quality Value ETF SQLV Stock Holding History

Golden State Wealth Management’s Portfolio SQLV Stock Details SQLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157
Closed -$6.7K – 1640
2024
Q4 		$6.7K Buy
+157
New +$6.79K ﹤0.01% 1056

Other funds holding SQLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Golden State Wealth Management's SQLV Position: Q1 2025 in Review

Golden State Wealth Management sold out of Royce Quant Small-Cap Quality Value ETF (SQLV) in Q1 2025, closing a stake of 157 shares — an estimated $6.7K sold.

Golden State Wealth Management first reported a position in SQLV in Q4 2024 and held it in 1 quarter. The position peaked at $6.7K in Q4 2024. 11 funds tracked by Wall St. Rank hold SQLV as of Q1 2025.

  • Golden State Wealth Management reported no remaining Royce Quant Small-Cap Quality Value ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 157 Royce Quant Small-Cap Quality Value ETF shares in Q1 2025, an estimated $6.7K.
  • Golden State Wealth Management first reported a position in Royce Quant Small-Cap Quality Value ETF in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Royce Quant Small-Cap Quality Value ETF position peaked at $6.7K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Royce Quant Small-Cap Quality Value ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.