AE Wealth Management
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AE Wealth Management’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

AE Wealth Management’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33
Closed -$1.86K – 2716
2026
Q1 		$1.86K Hold
33
– – ﹤0.01% 2477
2025
Q4 		$1.9K Buy
+33
New +$1.88K ﹤0.01% 2339

Other funds holding GSWO

Jane Street
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CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AE Wealth Management's GSWO Position: Q2 2026 in Review

AE Wealth Management sold out of Goldman Sachs ActiveBeta World Equity ETF (GSWO) in Q2 2026, closing a stake of 33 shares — an estimated $1.86K sold.

AE Wealth Management first reported a position in GSWO in Q4 2025 and held it in 2 quarters. The position peaked at $1.9K in Q4 2025. 36 funds tracked by Wall St. Rank hold GSWO as of Q2 2026.

  • AE Wealth Management reported no remaining Goldman Sachs ActiveBeta World Equity ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 33 Goldman Sachs ActiveBeta World Equity ETF shares in Q2 2026, an estimated $1.86K.
  • AE Wealth Management first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's Goldman Sachs ActiveBeta World Equity ETF position peaked at $1.9K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.