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Golden State Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Golden State Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-522
Closed -$17.7K – 1694
2026
Q1 		$17.7K Sell
522
-8
-2% -$277 ﹤0.01% 942
2025
Q4 		$17.6K Hold
530
– – ﹤0.01% 952
2025
Q3 		$17.3K Hold
530
– – ﹤0.01% 947
2025
Q2 		$16.4K Hold
530
– – ﹤0.01% 935
2025
Q1 		$15.8K Hold
530
– – ﹤0.01% 865
2024
Q4 		$16.1K Buy
+530
New +$16.6K ﹤0.01% 822

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

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

Golden State Wealth Management sold out of Hennessy Sustainable ETF (STNC) in Q2 2026, closing a stake of 522 shares — an estimated $17.7K sold.

Golden State Wealth Management first reported a position in STNC in Q4 2024 and held it in 6 quarters. The position peaked at $17.7K in Q1 2026. 11 funds tracked by Wall St. Rank hold STNC as of Q2 2026.

  • Golden State Wealth Management reported no remaining Hennessy Sustainable ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 522 Hennessy Sustainable ETF shares in Q2 2026, an estimated $17.7K.
  • Golden State Wealth Management first reported a position in Hennessy Sustainable ETF in Q4 2024 and held it in 6 quarters.
  • Golden State Wealth Management's Hennessy Sustainable ETF position peaked at $17.7K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q2 2026.

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